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W.R. Berkley

666 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 260 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.22M

19% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 70

16% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 224

5.75% more ownership

Funds ownership: 104.06%109.81% (+5.8%)

1% more funds holding

Funds holding: 662666 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0% less capital invested

Capital invested by funds: $12.4B → $12.4B (-$11.4M)

Holders
666
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
11.47%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
83
Increased
260
Reduced
224
Closed
70
Calls
$3.18M
Puts
$1.22M
Net Calls
+$1.96M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Aviva
126
Aviva
United Kingdom
$9M +$979K +22,549 +12%
VAS
127
Vestmark Advisory Solutions
Massachusetts
$8.95M +$288K +6,644 +3%
Two Sigma Advisers
128
Two Sigma Advisers
New York
$8.91M +$2.71M +62,400 +43%
GF
129
Gabelli Funds
New York
$8.8M
Mitsubishi UFJ Asset Management
130
Mitsubishi UFJ Asset Management
Japan
$8.3M +$364K +8,381 +5%
Chevy Chase Trust
131
Chevy Chase Trust
Maryland
$8.08M -$117K -2,695 -1%
Korea Investment Corp
132
Korea Investment Corp
South Korea
$7.87M +$4.79M +110,236 +152%
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$7.81M -$304K -7,010 -4%
GGHC
134
Gilder Gagnon Howe & Co
New York
$7.77M +$608 +14 +0%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$7.68M +$825K +19,004 +12%
State of New Jersey Common Pension Fund D
136
State of New Jersey Common Pension Fund D
New Jersey
$7.57M
SFI
137
Susquehanna Fundamental Investments
Pennsylvania
$7.25M +$7.32M +168,497 New
Adage Capital Partners
138
Adage Capital Partners
Massachusetts
$6.98M +$4.23M +97,500 +151%
HighTower Advisors
139
HighTower Advisors
Illinois
$6.86M +$68.2K +1,572 +1%
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.85M +$84.4K +1,944 +1%
PP
141
Prospector Partners
Connecticut
$6.77M -$611K -14,063 -8%
LPL Financial
142
LPL Financial
California
$6.62M +$1.81M +41,755 +37%
RJFSA
143
Raymond James Financial Services Advisors
Florida
$6.23M +$731K +16,827 +13%
Schroder Investment Management Group
144
Schroder Investment Management Group
United Kingdom
$6.09M +$5.11M +117,756 +498%
PI
145
PGGM Investments
Netherlands
$5.96M +$6.01M +138,318 New
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$5.91M +$5.55M +127,797 +1,342%
DCM
147
Driehaus Capital Management
Illinois
$5.82M -$18M -413,598 -75%
PAMS
148
Pictet Asset Management (Switzerland)
Switzerland
$5.8M +$148K +3,405 +3%
Asset Management One
149
Asset Management One
Japan
$5.76M -$1.14M -26,250 -16%
DZ Bank
150
DZ Bank
Germany
$5.72M +$5.26M +121,197 +1,029%

WRB Hedge Fund Activity: Q3 2022 in Review

666 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2022, worth a combined $12.4B — down 0.09% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new WRB positions and 70 closed out — a net gain of 13 holders — while 260 added to existing stakes and 224 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $600M. The largest seller was Millennium Management, cutting an estimated $78.2M.

  • 666 institutional investors held W.R. Berkley (WRB) as of Q3 2022, up from 662 in Q2 2022.
  • Funds reported $12.4B of W.R. Berkley stock for Q3 2022, down 0.09% quarter-over-quarter.
  • 83 funds opened new W.R. Berkley positions in Q3 2022 and 70 closed out, a net change of +13 holders.
  • The largest W.R. Berkley buyer in Q3 2022 was Janus Henderson Group, an estimated $600M added.
  • The largest W.R. Berkley seller in Q3 2022 was Millennium Management, an estimated $78.2M sold.

Based on aggregated 13F filings for Q3 2022.