WRB icon

W.R. Berkley
WRB

Overview Fund Activity

659 hedge funds and large institutions have $11B invested in W.R. Berkley in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 228 reducing their positions, and 61 closing their positions.

Holders
659
Holders Change
+7
Holders Change %
+1.07%
% of All Funds
10.51%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.18%
New
73
Increased
233
Reduced
228
Closed
61
Calls
$3.76M
Puts
$4.13M
Net Calls
-$375K
Net Calls Change
+$835K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$522M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63.9M
3
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$72.9M
4
Victory Capital Management
4
Victory Capital Management
Texas
$358M
5
Morgan Stanley
5
Morgan Stanley
New York
$830M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$61.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$44.9M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$14.7M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$144K
5
Man Group
5
Man Group
United Kingdom
$22M
Name Market Value Shares Shares
Change 		Shares
Change %
SEC
701
Seven Eight Capital
New York
– – -4,127 Closed
AT
702
American Trust
Kentucky
– – -3,902 Closed
GCM
703
Graham Capital Management
Connecticut
– – -3,851 Closed
VIA
704
Vident Investment Advisory
Georgia
– – -3,822 Closed
LFAS
705
Level Four Advisory Services
Texas
– – -3,759 Closed
CGL
706
Clarius Group LLC
Washington
– – -3,670 Closed
CCA
707
Checchi Capital Advisers
California
– – -3,545 Closed
ODG
708
O'Dell Group
Ohio
– – -2,700 Closed
CMF
709
Counterpoint Mutual Funds
California
– – -2,110 Closed
PI
710
PineBridge Investments
New York
– – -1,625 Closed
AS
711
AM Squared
Hong Kong
– – -1,000 Closed
CWA
712
Clearview Wealth Advisors
Oregon
– – -542 Closed
CFO
713
CVA Family Office
Colorado
– – -339 Closed
SSG
714
Summit Securities Group
New York
– – -263 Closed
HT
715
Headlands Technologies
Illinois
– – -205 Closed
ANBT
716
American National Bank & Trust
Texas
– – -55 Closed
TCM
717
Tradewinds Capital Management
Washington
– – -38 Closed
DI
718
Disciplined Investments
Oklahoma
– – -32 Closed
AP
719
Arlington Partners
Alabama
– – -31 Closed
BG
720
Bollard Group
Massachusetts
– – -15 Closed
Capstone Investment Advisors
721
Capstone Investment Advisors
New York
– – – –
25 26 27 28
29