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W.R. Berkley

524 hedge funds and large institutions have $9.17B invested in W.R. Berkley in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 178 increasing their positions, 169 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 39

31% more call options, than puts

Call options by funds: $4.22M | Put options by funds: $3.23M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more funds holding

Funds holding: 507524 (+17)

5% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 169

2% less capital invested

Capital invested by funds: $9.36B → $9.17B (-$195M)

1.43% less ownership

Funds ownership: 158.02%156.59% (-1.4%)

Holders
524
Holders Change
+17
Holders Change %
+3.35%
% of All Funds
9.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
59
Increased
178
Reduced
169
Closed
39
Calls
$4.22M
Puts
$3.23M
Net Calls
+$990K
Net Calls Change
-$675K

WRB Hedge Fund Activity: Q2 2021 in Review

524 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q2 2021, worth a combined $9.17B — down 2.1% from $9.36B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WRB positions and 39 closed out — a net gain of 20 holders — while 178 added to existing stakes and 169 trimmed.

The largest buyer was Millennium Management, adding an estimated $59.2M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $75.5M sold.

  • 524 institutional investors held W.R. Berkley (WRB) as of Q2 2021, up from 507 in Q1 2021.
  • Funds reported $9.17B of W.R. Berkley stock for Q2 2021, down 2.1% quarter-over-quarter.
  • 59 funds opened new W.R. Berkley positions in Q2 2021 and 39 closed out, a net change of +20 holders.
  • The largest W.R. Berkley buyer in Q2 2021 was Millennium Management, an estimated $59.2M added.
  • The largest W.R. Berkley seller in Q2 2021 was Fiduciary Management Inc, an estimated $75.5M sold.

Based on aggregated 13F filings for Q2 2021.