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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 %
GI
176
GAMCO Investors
Connecticut
$4.17M -$115K -2,437 -3%
PI
177
PGGM Investments
Netherlands
$4.13M +$69K +1,463 +2%
FSG
178
Financial Strategies Group
Michigan
$4.13M +$943K +18,210 +30%
BCFS
179
Butensky & Cohen Financial Security
Florida
$4.11M +$192K +4,064 +5%
ASRS
180
Arizona State Retirement System
Arizona
$4M -$20.8K -441 -0.5%
SOMRS
181
State of Michigan Retirement System
Michigan
$3.94M – – –
Mariner
182
Mariner
Kansas
$3.9M +$991K +21,022 +34%
Comerica Bank
183
Comerica Bank
Texas
$3.9M -$737K -15,630 -16%
AC
184
Annandale Capital
Texas
$3.88M – – –
Mackenzie Financial
185
Mackenzie Financial
Ontario, Canada
$3.81M +$1.06M +22,538 +39%
RJFSA
186
Raymond James Financial Services Advisors
Florida
$3.81M -$76.5K -1,622 -2%
AIG
187
American International Group
New York
$3.78M -$134K -2,845 -3%
AB
188
Amalgamated Bank
New York
$3.76M +$37.3K +791 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
189
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.75M – – –
GW
190
GW & Wade
Massachusetts
$3.74M +$67.9K +1,441 +2%
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$3.73M -$205K -4,356 -5%
T
192
TOBAM
France
$3.64M -$169K -3,582 -4%
D.E. Shaw & Co
193
D.E. Shaw & Co
New York
$3.63M -$12.8M -270,752 -78%
NW
194
NewEdge Wealth
Pennsylvania
$3.61M +$131K +2,781 +4%
VAS
195
Vestmark Advisory Solutions
Massachusetts
$3.59M +$116K +2,451 +3%
AI
196
Atria Investments
North Carolina
$3.57M +$504K +10,690 +16%
Lazard Asset Management
197
Lazard Asset Management
New York
$3.54M +$2.28M +48,364 +181%
MIM
198
MetLife Investment Management
New Jersey
$3.49M -$65.1K -1,381 -2%
VA
199
Vident Advisory
Georgia
$3.42M +$136K +2,889 +4%
FG
200
Fairman Group
Pennsylvania
$3.38M +$3.38M +71,678 New
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