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W.R. Berkley
WRB

Overview Fund Activity

659 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 233 increasing their positions, 211 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+49
Holders Change %
+8.03%
% of All Funds
11.14%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.29%
New
110
Increased
233
Reduced
211
Closed
50
Calls
$3.2M
Puts
$4.21M
Net Calls
-$1.01M
Net Calls Change
-$1.99M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$183M
2
Invesco
Invesco
Georgia
$339M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.71B
5
CF
Cantor Fitzgerald
New York
$39.5M

Top Sellers

1
MNG
Manning & Napier Group
New York
$0
2
Victory Capital Management
Victory Capital Management
Texas
$365M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$312M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$640M
5
ACM
Atlanta Capital Management
Georgia
$613M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
76
Winton Group
United Kingdom
$21.2M +$3.55M +77,986 +20%
Marshall Wace
77
Marshall Wace
United Kingdom
$21.1M +$21.1M +464,717 New
Robeco Institutional Asset Management
78
Robeco Institutional Asset Management
Netherlands
$21.1M +$11.9M +261,300 +129%
Jacobs Levy Equity Management
79
Jacobs Levy Equity Management
New Jersey
$20.9M +$4.29M +94,365 +26%
Axa
80
Axa
France
$20.3M +$20.3M +445,449 New
SBH
81
Segall Bryant & Hamill
Illinois
$20M +$3M +65,893 +18%
FCM
82
Frontier Capital Management
Massachusetts
$18.9M -$3.13M -68,710 -14%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$18.4M +$9.63M +211,540 +110%
Principal Financial Group
84
Principal Financial Group
Iowa
$18M -$2.16M -47,562 -11%
AllianceBernstein
85
AllianceBernstein
Tennessee
$18M +$231K +5,066 +1%
FA
86
FDx Advisors
Illinois
$18M +$18M +394,604 New
Citadel Advisors
87
Citadel Advisors
Florida
$17.9M -$17.6M -386,200 -49%
WAM
88
Wallington Asset Management
Indiana
$17.5M +$307K +6,754 +2%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$17.3M -$969K -21,294 -5%
T. Rowe Price Associates
90
T. Rowe Price Associates
Maryland
$17.3M -$1.4M -30,743 -7%
RJA
91
Raymond James & Associates
Florida
$16.8M -$964K -21,186 -5%
Amundi
92
Amundi
France
$16.6M -$157K -3,774 -0.9%
WorldQuant Millennium Advisors
93
WorldQuant Millennium Advisors
New York
$16.5M +$14.8M +325,098 +846%
PC
94
PhiloSmith Capital
Connecticut
$16M – – –
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$15.9M +$137 +3 +0%
YWP
96
YorkBridge Wealth Partners
New York
$15.3M – – –
KBC Group
97
KBC Group
Belgium
$15.3M -$2.19M -48,129 -13%
CCM
98
Channing Capital Management
Illinois
$14.5M -$2.75M -60,502 -16%
AQR Capital Management
99
AQR Capital Management
Connecticut
$14.5M -$10.8M -242,293 -43%
JAM
100
Jupiter Asset Management
United Kingdom
$14.2M +$14.2M +311,550 New
2 3
4
5 6