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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 Market Value Shares Shares
Change 		Shares
Change %
FPAS
751
Focus Partners Advisor Solutions
Missouri
– – -4,815 Closed
Vontobel Holding
752
Vontobel Holding
Switzerland
– – -4,749 Closed
BCV
753
Banque Cantonale Vaudoise
Switzerland
– – -4,271 Closed
Simplex Trading
754
Simplex Trading
Illinois
– – -3,815 Closed
Point72 Asset Management
755
Point72 Asset Management
Connecticut
– – -3,398 Closed
AI
756
AXS Investments
New York
– – -1,650 Closed
CSPIA
757
Cary Street Partners Investment Advisory
Virginia
– – -1,391 Closed
DJSG
758
D.J. St. Germain
Massachusetts
– – -465 Closed
RTC
759
Riverview Trust Company
Washington
– – -360 Closed
GA
760
GoalVest Advisory
New York
– – -282 Closed
PCTC
761
Perkins Coie Trust Company
Washington
– – -213 Closed
CWP
762
Concord Wealth Partners
Virginia
– – -149 Closed
EARNEST Partners
763
EARNEST Partners
Georgia
– – -135 Closed
CAL
764
Capital Analysts LLC
Pennsylvania
– – -128 Closed
TJHA
765
Thomas J. Herzfeld Advisors
Florida
– – -110 Closed
SIA
766
SkyView Investment Advisors
New Jersey
– – -78 Closed
WWP
767
WR Wealth Planners
Missouri
– – -60 Closed
BAAM
768
Baker Avenue Asset Management
California
– – -45 Closed
SS
769
Sunbelt Securities
Texas
– – -38 Closed
MTIC
770
Missouri Trust & Investment Company
Missouri
– – -36 Closed
Group One Trading
771
Group One Trading
Illinois
– – -36 Closed
PI
772
PEAK6 Investments
Illinois
– – -27 Closed
BIA
773
Bell Investment Advisors
California
– – -12 Closed
Wolverine Trading
774
Wolverine Trading
Illinois
– – – –
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