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W.R. Berkley
WRB

Overview Fund Activity

659 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 233 increasing their positions, 211 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+49
Holders Change %
+8.03%
% of All Funds
11.14%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.29%
New
110
Increased
233
Reduced
211
Closed
50
Calls
$3.2M
Puts
$4.21M
Net Calls
-$1.01M
Net Calls Change
-$1.99M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$183M
2
Invesco
Invesco
Georgia
$339M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.71B
5
CF
Cantor Fitzgerald
New York
$39.5M

Top Sellers

1
MNG
Manning & Napier Group
New York
$0
2
Victory Capital Management
Victory Capital Management
Texas
$365M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$312M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$640M
5
ACM
Atlanta Capital Management
Georgia
$613M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
676
Beacon Pointe Advisors
California
– -$314K -7,073 Closed
GCP
677
GSA Capital Partners
United Kingdom
– -$311K -7,001 Closed
BAM
678
Blueshift Asset Management
New Jersey
– -$274K -6,180 Closed
FA
679
Fermata Advisors
California
– -$257K -5,781 Closed
CI
680
Cigna Investments
Connecticut
– -$254K -5,708 Closed
CAM
681
Cresset Asset Management
Illinois
– -$250K -5,643 Closed
CCM
682
Carlson Capital Management
Minnesota
– -$244K -5,487 Closed
GT
683
Glenmede Trust
Pennsylvania
– -$241K -5,451 Closed
NI
684
Nuance Investments
Missouri
– -$230K -5,189 Closed
IRF
685
IBM Retirement Fund
New York
– -$215K -4,839 Closed
Nomura Holdings
686
Nomura Holdings
Japan
– -$212K -4,731 Closed
CAN
687
Cetera Advisor Networks
California
– -$200K -4,506 Closed
GLLW
688
Graves Light Lenhart Wealth
Virginia
– -$142K -3,195 Closed
Koshinski Asset Management
689
Koshinski Asset Management
Illinois
– -$141K -3,179 Closed
CCA
690
Catalyst Capital Advisors
New York
– -$57K -1,290 Closed
BFC
691
Bedel Financial Consulting
Indiana
– -$50K -1,122 Closed
GAM
692
Gemmer Asset Management
California
– -$35K -798 Closed
FAG
693
Fortitude Advisory Group
Washington
– -$22K -495 Closed
T
694
TCWP
Ohio
– -$18K -413 Closed
CAGAS
695
Capital Advisory Group Advisory Services
Minnesota
– -$14K -324 Closed
DB
696
Dravo Bay
Delaware
– -$9.99K -225 Closed
ACM
697
Aquatic Capital Management
Illinois
– -$7K -150 Closed
LTI
698
Laffer Tengler Investments
Tennessee
– -$6.59K -149 Closed
CI
699
Cordant Inc
Oregon
– -$5K -114 Closed
TFO
700
Tarbox Family Office
California
– -$1K -18 Closed
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