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W.R. Berkley
WRB

Overview Fund Activity

684 hedge funds and large institutions have $11.2B invested in W.R. Berkley in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 255 increasing their positions, 244 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
-26
Holders Change %
-3.66%
% of All Funds
10.95%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.11%
New
86
Increased
255
Reduced
244
Closed
97
Calls
$3.78M
Puts
$3.09M
Net Calls
+$697K
Net Calls Change
-$3.33M

Top Buyers

1
Millennium Management
Millennium Management
New York
$183M
2
Morgan Stanley
Morgan Stanley
New York
$736M
3
Deutsche Bank
Deutsche Bank
Germany
$85M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$74M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$35.7M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$399M
2
First Eagle Investment Management
First Eagle Investment Management
New York
$90M
3
Man Group
Man Group
United Kingdom
$51.9M
4
SC
Samlyn Capital
New York
$0
5
Invesco
Invesco
Georgia
$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
676
Baldrige Asset Management
Pennsylvania
$1K +$1K +14 New
MHR
677
Matthew Hamilton Rosenberg
$996 – – –
JGIA
678
Jackson Grant Investment Advisers
Connecticut
$996 +$996 +24 New
BAAM
679
Baker Avenue Asset Management
California
$934 – – –
ECM
680
Everence Capital Management
Indiana
$612 – – –
TWA
681
TCI Wealth Advisors
Arizona
$561 -$281 -7 -33%
TWP
682
TFO Wealth Partners
Ohio
$498 +$291 +7 +140%
CAC
683
Core Alternative Capital
Georgia
$374 -$5.07K -122 -93%
RA
684
Rise Advisors
New York
$374 +$374 +9 New
SWA
685
SOA Wealth Advisors
New York
$63 – – –
SC
686
Samlyn Capital
New York
– -$68.9M -1,424,069 Closed
Lord, Abbett & Co
687
Lord, Abbett & Co
New Jersey
– -$22.1M -456,561 Closed
JAM
688
Jupiter Asset Management
United Kingdom
– -$18.3M -377,675 Closed
PWAG
689
Polaris Wealth Advisory Group
California
– -$15.6M -319,892 Closed
Janney Montgomery Scott
690
Janney Montgomery Scott
Pennsylvania
– -$14.4M -297,518 Closed
TC
691
TwinBeech Capital
New York
– -$12.8M -264,939 Closed
DCM
692
Driehaus Capital Management
Illinois
– -$9.03M -186,590 Closed
SFI
693
Susquehanna Fundamental Investments
Pennsylvania
– -$5.61M -116,027 Closed
DWA
694
Dorsey Wright & Associates
California
– -$4.85M -100,302 Closed
MLL
695
Moody Lynn & Lieberson
Massachusetts
– -$4.67M -96,582 Closed
GIA
696
Gladstone Institutional Advisory
Florida
– -$4.56M -94,304 Closed
BA
697
Bridgewater Associates
Connecticut
– -$4.33M -89,570 Closed
MAM
698
McLean Asset Management
Virginia
– -$4.01M -82,794 Closed
E
699
Ergoteles
New York
– -$2.25M -46,499 Closed
MML Investors Services
700
MML Investors Services
Massachusetts
– -$2.25M -46,449 Closed
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