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W.R. Berkley
WRB

Overview Fund Activity

718 hedge funds and large institutions have $13.4B invested in W.R. Berkley in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 248 increasing their positions, 234 reducing their positions, and 54 closing their positions.

Holders
718
Holders Change
+59
Holders Change %
+8.95%
% of All Funds
10.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
120
Increased
248
Reduced
234
Closed
54
Calls
$14.7M
Puts
$14.6M
Net Calls
+$78K
Net Calls Change
+$453K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.78B
2
BlackRock
2
BlackRock
New York
$1.16B
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$69.1M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$135M
5
UBS Group
5
UBS Group
Switzerland
$89.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.91M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.58M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$4.7M
4
CS
4
Credit Suisse
Switzerland
$31.4M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$8.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
701
Creative Financial Designs
Indiana
$1.78K +$1.78K +38 New
GI
702
Gradient Investments
Minnesota
$1.56K – – –
JGIA
703
Jackson Grant Investment Advisers
Connecticut
$1.13K – – –
MHR
704
Matthew Hamilton Rosenberg
$1.13K – – –
DF
705
Dunhill Financial
United Kingdom
$1.03K +$1.03K +23 New
AW
706
Avion Wealth
Texas
$1K – – –
GKIM
707
GW&K Investment Management
Massachusetts
$1K – – –
VNA
708
Valley National Advisers
Pennsylvania
$1K +$1K +23 New
FGAM
709
Financial Gravity Asset Management
Texas
$837 +$419 +6 +100%
S
710
Sachetta
Massachusetts
$778 +$778 +17 New
JWM
711
Janiczek Wealth Management
Colorado
$637 – – –
TWP
712
TFO Wealth Partners
Ohio
$566 – – –
WWM
713
Wolff Wiese Magana
California
$354 – – –
WTC
714
WhitTier Trust Company
Nevada
$282 -$31K -660 -99%
VWA
715
Valued Wealth Advisors
Utah
$257 +$257 +6 New
CTA
716
Colonial Trust Advisors
South Carolina
$141 – – –
LFG
717
Larson Financial Group
Missouri
$141 +$141 +3 New
SWA
718
SOA Wealth Advisors
New York
$72 – – –
DWM
719
Dogwood Wealth Management
Kansas
$3 – – –
NI
720
Nuance Investments
Missouri
– -$23.5M -555,948 Closed
Assenagon Asset Management
721
Assenagon Asset Management
Luxembourg
– -$20.2M -477,348 Closed
Tudor Investment Corp
722
Tudor Investment Corp
Connecticut
– -$15.7M -371,669 Closed
Fidelity International
723
Fidelity International
Bermuda
– -$14.6M -345,885 Closed
CSS
724
Cubist Systematic Strategies
Connecticut
– -$7.78M -183,776 Closed
ECM
725
ExodusPoint Capital Management
New York
– -$6.72M -158,757 Closed
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