WRB icon

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 %
GWMIA
751
Global Wealth Management Investment Advisory
Florida
– -$210K -4,331 Closed
CCM
752
Carlson Capital Management
Minnesota
– -$208K -4,308 Closed
GFS
753
GYL Financial Synergies
Connecticut
– -$208K -4,307 Closed
MA
754
MJP Associates
Connecticut
– -$207K -4,284 Closed
MPIA
755
Mountain Pacific Investment Advisers
Idaho
– -$206K -4,253 Closed
IF
756
IRON Financial
Illinois
– -$205K -4,233 Closed
GT
757
Greenleaf Trust
Michigan
– -$204K -4,220 Closed
MGIA
758
Moneta Group Investment Advisors
Missouri
– -$203K -4,218 Closed
OWA
759
One Wealth Advisors
California
– -$187K -3,857 Closed
USCWA
760
U.S. Capital Wealth Advisors
Texas
– -$98.5K -2,036 Closed
MCC
761
Money Concepts Capital
Florida
– -$92.3K -1,908 Closed
ACA
762
Atlas Capital Advisors
Wyoming
– -$55.3K -1,143 Closed
CAL
763
Capital Advisors Ltd
Ohio
– -$1K -1,022 Closed
AWM
764
Accurate Wealth Management
Florida
– -$47.6K -974 Closed
CS
765
Comerica Securities
Michigan
– -$39.6K -818 Closed
RFA
766
Resurgent Financial Advisors
Georgia
– -$32.1K -663 Closed
HFM
767
Harvest Fund Management
China
– -$30K -615 Closed
MSCM
768
McElhenny Sheffield Capital Management
Texas
– -$19.6K -405 Closed
HB
769
Horizon Bancorp
Indiana
– -$16K -338 Closed
Simplex Trading
770
Simplex Trading
Illinois
– -$14K -293 Closed
TCWA
771
Ten Capital Wealth Advisors
Washington
– -$9.87K -204 Closed
JFGIW
772
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$7.26K -150 Closed
WBC
773
West Branch Capital
Massachusetts
– -$7.04K -146 Closed
ZIG
774
Zullo Investment Group
Pennsylvania
– -$6.97K -144 Closed
CA
775
Crewe Advisors
Utah
– -$5.23K -108 Closed
28 29 30
31
32