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W.R. Berkley
WRB

Overview Fund Activity

652 hedge funds and large institutions have $10.3B invested in W.R. Berkley in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 98 closing their positions.

Holders
652
Holders Change
-32
Holders Change %
-4.68%
% of All Funds
10.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
69
Increased
221
Reduced
263
Closed
98
Calls
$3.67M
Puts
$4.88M
Net Calls
-$1.21M
Net Calls Change
-$1.91M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$241M
2
Victory Capital Management
2
Victory Capital Management
Texas
$294M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$46.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$747M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$52.8M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Citigroup
2
Citigroup
New York
$21.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$33.8M
4
Invesco
4
Invesco
Georgia
$145M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$19.9M
Name Market Value Shares Shares
Change 		Shares
Change %
DA
676
Duality Advisers
Florida
– – -26,050 Closed
TC
677
Taika Capital
Florida
– – -24,700 Closed
WEG
678
World Equity Group
Illinois
– – -21,978 Closed
PFM
679
Patton Fund Management
Texas
– – -21,871 Closed
MCM
680
McKinley Capital Management
Alaska
– – -20,187 Closed
BC
681
Bridgefront Capital
Texas
– – -18,268 Closed
CCIA
682
Campbell & Co Investment Adviser
Maryland
– – -16,232 Closed
VIM
683
Vinva Investment Management
Australia
– – -15,793 Closed
BFM
684
Boothbay Fund Management
New York
– – -14,871 Closed
IMCOOI
685
Investment Management Corp of Ontario (IMCO)
Canada
– – -14,270 Closed
PCM
686
Prelude Capital Management
New York
– – -14,029 Closed
AC
687
AXQ Capital
New Jersey
– – -13,900 Closed
PAS
688
Park Avenue Securities
New York
– – -13,190 Closed
IAIM
689
Industrial Alliance Investment Management
Quebec, Canada
– – -11,783 Closed
SPC
690
Sigma Planning Corp
Michigan
– – -11,194 Closed
FCM
691
FJ Capital Management
Virginia
– – -10,877 Closed
TF
692
Trek Financial
Arizona
– – -10,804 Closed
MIP
693
Marietta Investment Partners
Wisconsin
– – -10,710 Closed
VF
694
Virtu Financial
New York
– – -9,711 Closed
LIP
695
Lighthouse Investment Partners
Florida
– – -8,839 Closed
YIH
696
Y-Intercept (HK)
Hong Kong
– – -8,813 Closed
QI
697
Qtron Investments
Massachusetts
– – -8,434 Closed
Vontobel Holding
698
Vontobel Holding
Switzerland
– – -8,086 Closed
Walleye Trading
699
Walleye Trading
New York
– – -7,796 Closed
MAP
700
Moody Aldrich Partners
Massachusetts
– – -7,705 Closed
26 27
28
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