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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 %
HIS
701
Horizon Investment Services
Indiana
– -$2.04M -42,251 Closed
EGI
702
EAM Global Investors
California
– -$1.94M -40,100 Closed
EP
703
Edgestream Partners
New Jersey
– -$1.94M -40,085 Closed
CS
704
Candriam SCA
Luxembourg
– -$1.87M -38,664 Closed
CI
705
CX Institutional
Indiana
– -$1.64M -33,986 Closed
HIM
706
Hanlon Investment Management
New Jersey
– -$1.52M -31,433 Closed
NIP
707
Nicholas Investment Partners
California
– -$1.34M -27,731 Closed
BTWM
708
Baker Tilly Wealth Management
Wisconsin
– -$1.31M -27,056 Closed
JFG
709
Jefferies Financial Group
New York
– -$1.25M -25,887 Closed
FHB
710
First Hawaiian Bank
Hawaii
– -$1.23M -25,485 Closed
EC
711
Estate Counselors
Wisconsin
– -$1.18M -24,473 Closed
Fisher Asset Management
712
Fisher Asset Management
Washington
– -$1.02M -21,089 Closed
MWM
713
MorganRosel Wealth Management
Colorado
– -$952K -19,671 Closed
Alyeska Investment Group
714
Alyeska Investment Group
Illinois
– -$821K -16,979 Closed
CP
715
Cumberland Partners
Ontario, Canada
– -$798K -16,500 Closed
TC
716
Toews Corporation
New Jersey
– -$769K -15,900 Closed
CG
717
CFO4Life Group
Texas
– -$685K -14,153 Closed
MAM
718
Meeder Asset Management
Ohio
– -$611K -12,633 Closed
TFA
719
Toth Financial Advisory
Virginia
– -$590K -12,188 Closed
TWM
720
TriaGen Wealth Management
California
– -$466K -9,623 Closed
HIS
721
Harvest Investment Services
Illinois
– -$457K -9,441 Closed
PAG
722
Private Advisory Group
Washington
– -$442K -9,135 Closed
HH
723
Hilltop Holdings
Texas
– -$434K -8,979 Closed
OTL
724
Oak Thistle LLC
New York
– -$433K -8,943 Closed
BBA
725
Baader Bank Aktiengesellschaft
Germany
– -$428K -8,850 Closed
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