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W.R. Berkley
WRB

Overview Fund Activity

662 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 258 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+3
Holders Change %
+0.46%
% of All Funds
11.45%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
82
Increased
258
Reduced
224
Closed
70
Calls
$3.18M
Puts
$1.22M
Net Calls
+$1.96M
Net Calls Change
+$2.97M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.2B
2
Citadel Advisors
Citadel Advisors
Florida
$62.5M
3
Man Group
Man Group
United Kingdom
$32.8M
4
RJA
Raymond James & Associates
Florida
$47.4M
5
Morgan Stanley
Morgan Stanley
New York
$134M

Top Sellers

1
Millennium Management
Millennium Management
New York
$12.5M
2
First Eagle Investment Management
First Eagle Investment Management
New York
$251M
3
BlackRock
BlackRock
New York
$892M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
701
Quantinno Capital Management
New York
– -$242K -5,325 Closed
IAIM
702
Industrial Alliance Investment Management
Quebec, Canada
– -$240K -5,273 Closed
FWP
703
Firethorn Wealth Partners
Georgia
– -$207K -5,063 Closed
SLG
704
Stanley-Laman Group
Pennsylvania
– -$226K -4,973 Closed
ONGA
705
O'Neil Global Advisors
California
– -$220K -4,842 Closed
EWM
706
Evercore Wealth Management
New York
– -$210K -4,613 Closed
PCIA
707
Prime Capital Investment Advisors
Kansas
– -$208K -4,562 Closed
SSW
708
Smith Shellnut Wilson
Mississippi
– -$208K -4,560 Closed
TIA
709
Trust Investment Advisors
Indiana
– -$206K -4,529 Closed
SBIA
710
Sheaff Brock Investment Advisors
Indiana
– -$205K -4,500 Closed
GWMIA
711
Global Wealth Management Investment Advisory
Florida
– -$197K -4,331 Closed
CIP
712
Convergence Investment Partners
Florida
– -$169K -3,725 Closed
VVP
713
Venture Visionary Partners
Ohio
– -$135K -2,961 Closed
NICM
714
Neo Ivy Capital Management
New York
– -$129K -2,841 Closed
NIM
715
NuWave Investment Management
New Jersey
– -$103K -2,273 Closed
AFS
716
Annapolis Financial Services
Maryland
– -$98K -2,157 Closed
LFG
717
Larson Financial Group
Missouri
– -$25K -560 Closed
SWM
718
SeaCrest Wealth Management
New York
– -$23K -503 Closed
RIM
719
Rockbridge Investment Management
New York
– -$7.65K -168 Closed
CWP
720
Concord Wealth Partners
Virginia
– -$7K -149 Closed
RG
721
Retirement Group
California
– -$7K -147 Closed
HWA
722
HHM Wealth Advisors
Tennessee
– -$7K -146 Closed
SFG
723
Steward Financial Group
Texas
– -$5K -117 Closed
PP
724
Pacifica Partners
Canada
– -$3K -65 Closed
GKIM
725
GW&K Investment Management
Massachusetts
– -$2K -38 Closed
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