W.R. Berkley
664 hedge funds and large institutions have $11B invested in W.R. Berkley in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 234 increasing their positions, 227 reducing their positions, and 62 closing their positions.
175% more funds holding in top 10
Funds holding in top 10: 4 → 11 (+7)
18% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 62
7% more capital invested
Capital invested by funds: $10.3B → $11B (+$688M)
3% more repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 227
0.97% more ownership
Funds ownership: 100.02% → 100.98% (+0.97%)
1% more funds holding
Funds holding: 658 → 664 (+6)
9% less call options, than puts
Call options by funds: $3.76M | Put options by funds: $4.13M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$98M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$53.8M |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
+$48.6M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$43.5M |
| 5 |
Morgan Stanley
New York
|
+$32.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$55.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$48.3M |
| 3 |
D.E. Shaw & Co
New York
|
-$44.7M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$39.8M |
| 5 |
Man Group
London,
United Kingdom
|
-$28.7M |
WRB Hedge Fund Activity: Q3 2023 in Review
664 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2023, worth a combined $11B — up 6.6% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new WRB positions and 62 closed out — a net gain of 11 holders — while 234 added to existing stakes and 227 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $98M. The largest seller was Millennium Management, cutting an estimated $55.8M.
- 664 institutional investors held W.R. Berkley (WRB) as of Q3 2023, up from 658 in Q2 2023.
- Funds reported $11B of W.R. Berkley stock for Q3 2023, up 6.6% quarter-over-quarter.
- 73 funds opened new W.R. Berkley positions in Q3 2023 and 62 closed out, a net change of +11 holders.
- The largest W.R. Berkley buyer in Q3 2023 was Janus Henderson Group, an estimated $98M added.
- The largest W.R. Berkley seller in Q3 2023 was Millennium Management, an estimated $55.8M sold.
Based on aggregated 13F filings for Q3 2023.