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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
NG
126
NatWest Group
United Kingdom
$8.79M +$8.79M +186,471 New
Pictet Asset Management
127
Pictet Asset Management
Switzerland
$8.66M +$113K +2,394 +1%
SEI Investments
128
SEI Investments
Pennsylvania
$8.61M -$319K -6,765 -4%
Toronto Dominion Bank
129
Toronto Dominion Bank
Ontario, Canada
$8.46M -$23.6M -499,672 -74%
Chevy Chase Trust
130
Chevy Chase Trust
Maryland
$8.07M -$39.5K -837 -0.5%
IP
131
Interval Partners
New York
$8.05M +$6.64M +140,808 +469%
ZIM
132
Zacks Investment Management
Illinois
$7.95M +$10.9K +231 +0.1%
Boston Partners
133
Boston Partners
Massachusetts
$7.92M -$1.48M -31,338 -16%
SGI
134
Summit Global Investments
Utah
$7.8M +$60.1K +1,274 +0.8%
DILIC
135
Dai-ichi Life Insurance Company
Japan
$7.78M +$256K +5,438 +3%
Two Sigma Investments
136
Two Sigma Investments
New York
$7.58M -$13.4M -285,168 -64%
State of New Jersey Common Pension Fund D
137
State of New Jersey Common Pension Fund D
New Jersey
$7.56M – – –
FCM
138
Frontier Capital Management
Massachusetts
$7.55M +$9.01K +191 +0.1%
Asset Management One
139
Asset Management One
Japan
$7.42M +$963K +20,513 +15%
Aberdeen Group
140
Aberdeen Group
United Kingdom
$7.17M +$2.96M +62,840 +70%
BFEC
141
Benjamin F. Edwards & Company
Missouri
$6.99M +$6.99M +148,245 New
Millennium Management
142
Millennium Management
New York
$6.91M -$61.9M -1,312,251 -90%
KBC Group
143
KBC Group
Belgium
$6.77M -$7.69M -163,029 -53%
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$6.62M +$1.55M +32,927 +31%
DekaBank Deutsche Girozentrale
145
DekaBank Deutsche Girozentrale
Germany
$6.49M +$302K +6,486 +5%
GIA
146
GHP Investment Advisors
Colorado
$6.44M +$937K +19,884 +17%
HA
147
Heartland Advisors
Wisconsin
$6.43M +$6.43M +136,482 New
PMAM
148
Picton Mahoney Asset Management
Ontario, Canada
$6.33M -$2.72M -57,786 -30%
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.25M -$137K -2,905 -2%
CIM
150
Corbyn Investment Management
Maryland
$6.19M -$12.2K -258 -0.2%
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6
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