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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 %
Schroder Investment Management Group
151
Schroder Investment Management Group
United Kingdom
$6.1M – – –
GF
152
Gabelli Funds
New York
$6.01M – – –
IIM
153
INTECH Investment Management
Florida
$5.93M -$2.3M -48,745 -28%
GIA
154
Gateway Investment Advisers
Ohio
$5.92M -$9.34K -198 -0.2%
Eagle Capital Management (New York)
155
Eagle Capital Management (New York)
New York
$5.82M – – –
NVIM
156
New Vernon Investment Management
Illinois
$5.8M -$2.31M -49,094 -29%
Osaic Holdings
157
Osaic Holdings
Arizona
$5.67M -$2.9M -61,540 -34%
QCM
158
QRG Capital Management
Illinois
$5.59M +$365K +7,747 +7%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$5.54M +$456K +9,676 +9%
BC
160
Burney Company
Virginia
$5.51M -$38.8K -824 -0.7%
FC
161
Forte Capital
New York
$5.48M +$1.83M +38,805 +50%
Rafferty Asset Management
162
Rafferty Asset Management
New York
$5.11M +$278K +5,899 +6%
APF
163
Alaska Permanent Fund
Alaska
$5.07M +$76.6K +1,624 +2%
VOYA Investment Management
164
VOYA Investment Management
Georgia
$4.99M -$42.3K -897 -0.8%
Voloridge Investment Management
165
Voloridge Investment Management
Florida
$4.7M -$33M -699,234 -88%
Holocene Advisors
166
Holocene Advisors
New York
$4.66M -$4.35M -92,245 -48%
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$4.66M -$69.6K -1,476 -1%
TI
168
Trexquant Investment
Connecticut
$4.64M +$349K +7,392 +8%
EAM
169
Erste Asset Management
Austria
$4.5M +$4.33M +92,420 +2,567%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$4.3M -$22.6M -478,740 -84%
HighTower Advisors
171
HighTower Advisors
Illinois
$4.29M +$645K +13,677 +18%
Nomura Asset Management
172
Nomura Asset Management
Japan
$4.28M -$116K -2,465 -3%
IECM
173
Intrinsic Edge Capital Management
Illinois
$4.24M +$4.24M +90,000 New
Jane Street
174
Jane Street
New York
$4.23M -$2.23M -47,259 -35%
MA
175
Montag & Associates
Georgia
$4.22M -$79.6K -1,688 -2%
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