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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 %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$13.6M 288,461 -30,321 -10%
SI
102
Stephens Inc
Arkansas
$13.1M 278,406 +3,367 +1%
Cerity Partners
103
Cerity Partners
New York
$13.1M 277,877 +29,112 +12%
Canada Life
104
Canada Life
Manitoba, Canada
$13M 277,185 +74,269 +37%
Capital Fund Management (CFM)
105
Capital Fund Management (CFM)
France
$12.2M 259,757 +78,566 +43%
Korea Investment Corp
106
Korea Investment Corp
South Korea
$12.2M 258,228 +101,421 +65%
GGHC
107
Gilder Gagnon Howe & Co
New York
$11.9M 252,411 -855 -0.3%
BNP Paribas Asset Management
108
BNP Paribas Asset Management
France
$11.6M 246,810 -13,164 -5%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$11.6M 245,781 -41,171 -14%
IP
110
Isthmus Partners
Wisconsin
$11.6M 244,982 +4,500 +2%
HCM
111
Hutchinson Capital Management
California
$11.5M 244,484 +479 +0.2%
TIP
112
Torray Investment Partners
Maryland
$11.5M 243,368 – –
Ensign Peak Advisors
113
Ensign Peak Advisors
Utah
$11.2M 238,245 -21,968 -8%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$11.2M 237,194 -12,166 -5%
Treasurer of the State of North Carolina
115
Treasurer of the State of North Carolina
North Carolina
$11.1M 234,650 -5,500 -2%
Canada Pension Plan Investment Board
116
Canada Pension Plan Investment Board
Ontario, Canada
$11M 233,775 -219,780 -48%
RA
117
Royce & Associates
New York
$11M 232,379 +232,379 New
Royal London Asset Management
118
Royal London Asset Management
United Kingdom
$10.7M 226,886 -23,419 -9%
Macquarie Group
119
Macquarie Group
Australia
$10.4M 219,662 +173,856 +380%
FAF
120
Fjarde Ap-fonden
Sweden
$9.86M 209,193 +42,319 +25%
State of Wisconsin Investment Board
121
State of Wisconsin Investment Board
Wisconsin
$9.78M 207,339 -4,166 -2%
BGIM
122
Brandywine Global Investment Management
Pennsylvania
$9.64M 204,570 -10,538 -5%
LPL Financial
123
LPL Financial
California
$9.31M 197,525 +34,448 +21%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$9.11M 193,131 +16,059 +9%
FCM
125
Fairholme Capital Management
Florida
$8.95M 189,900 -2,400 -1%
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5
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