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W.R. Berkley
WRB

Overview Fund Activity

652 hedge funds and large institutions have $10.3B invested in W.R. Berkley in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 98 closing their positions.

Holders
652
Holders Change
-32
Holders Change %
-4.68%
% of All Funds
10.29%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
69
Increased
221
Reduced
263
Closed
98
Calls
$3.67M
Puts
$4.88M
Net Calls
-$1.21M
Net Calls Change
-$1.91M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$241M
2
Victory Capital Management
2
Victory Capital Management
Texas
$294M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$46.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$747M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$52.8M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Citigroup
2
Citigroup
New York
$21.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$33.8M
4
Invesco
4
Invesco
Georgia
$145M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$19.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Holocene Advisors
126
Holocene Advisors
New York
$8.41M 141,125 +106,680 +310%
IIM
127
INTECH Investment Management
Florida
$7.92M 132,976 -123,776 -48%
FCM
128
Fairholme Capital Management
Florida
$7.81M 131,200 +131,200 New
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$7.72M 129,524 +43,450 +50%
AIMCA
130
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.57M 127,172 – –
SEI Investments
131
SEI Investments
Pennsylvania
$7.56M 126,989 -18,471 -13%
SSA
132
Schonfeld Strategic Advisors
New York
$7.49M 125,701 -61,661 -33%
State of Wisconsin Investment Board
133
State of Wisconsin Investment Board
Wisconsin
$7.48M 125,553 +2,971 +2%
Korea Investment Corp
134
Korea Investment Corp
South Korea
$7.43M 124,775 -1,261 -1%
Marshall Wace
135
Marshall Wace
United Kingdom
$7.43M 124,750 +124,750 New
PAMS
136
Pictet Asset Management (Switzerland)
Switzerland
$7.38M 123,919 +36,901 +42%
Capital Fund Management (CFM)
137
Capital Fund Management (CFM)
France
$7.33M 122,991 +70,542 +134%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$7.24M 121,028 -488,440 -80%
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$7.09M 118,957 -16,506 -12%
State of New Jersey Common Pension Fund D
140
State of New Jersey Common Pension Fund D
New Jersey
$6.98M 117,149 – –
Chevy Chase Trust
141
Chevy Chase Trust
Maryland
$6.9M 115,852 -2,862 -2%
DekaBank Deutsche Girozentrale
142
DekaBank Deutsche Girozentrale
Germany
$6.86M 116,511 -8,641 -7%
NVIM
143
New Vernon Investment Management
Illinois
$6.83M 114,689 +66,085 +136%
ZIM
144
Zacks Investment Management
Illinois
$6.64M 111,524 -2,009 -2%
GC
145
Gillson Capital
Illinois
$6.41M 107,689 -133,113 -55%
FCM
146
Frontier Capital Management
Massachusetts
$6.41M 107,656 -1,102 -1%
FAF
147
Fjarde Ap-fonden
Sweden
$6.34M 106,449 -2,600 -2%
DILIC
148
Dai-ichi Life Insurance Company
Japan
$6.33M 106,336 – –
VAS
149
Vestmark Advisory Solutions
Massachusetts
$6.3M 105,825 +3,402 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
150
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.16M 103,476 -110,480 -52%
4 5
6
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