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Verisk Analytics

828 hedge funds and large institutions have $33.2B invested in Verisk Analytics in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 300 increasing their positions, 258 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 54

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

16% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 258

14% more capital invested

Capital invested by funds: $29.2B → $33.2B (+$3.98B)

11% more funds holding

Funds holding: 749828 (+79)

0.22% less ownership

Funds ownership: 90.44%90.22% (-0.22%)

45% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $23.1M

Holders
828
Holders Change
+79
Holders Change %
+10.55%
% of All Funds
12.74%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
143
Increased
300
Reduced
258
Closed
54
Calls
$12.6M
Puts
$23.1M
Net Calls
-$10.5M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
HBWM
301
Hollow Brook Wealth Management
New York
$3.73M +$75.5K +346 +2%
DT
302
Diversified Trust
Tennessee
$3.69M +$72K +330 +2%
PA
303
Profund Advisors
Maryland
$3.64M -$184K -842 -5%
HT
304
HighTower Trust
Texas
$3.64M -$1.09K -5 -0%
AMI
305
Amica Mutual Insurance
Rhode Island
$3.62M -$5.29M -24,247 -60%
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$3.45M +$186K +851 +6%
CA
307
Callahan Advisors
Texas
$3.31M +$78.3K +359 +3%
FIM
308
Freedom Investment Management
Connecticut
$3.29M -$41.2K -189 -1%
CWG
309
C WorldWide Group
Denmark
$3.26M +$3.11M +14,260 New
SCM
310
Shelton Capital Management
Colorado
$3.26M
GP
311
Girard Partners
Pennsylvania
$3.24M +$163K +748 +6%
KeyBank National Association
312
KeyBank National Association
Ohio
$3.22M -$36.7K -168 -1%
Fuller & Thaler Asset Management
313
Fuller & Thaler Asset Management
California
$3.18M +$218K +1,000 +8%
Allianz Asset Management
314
Allianz Asset Management
Germany
$3.15M -$2.97M -13,614 -50%
CAN
315
Cetera Advisor Networks
California
$3.13M +$9.16K +42 +0.3%
HCM
316
Hutner Capital Management
Vermont
$3.12M -$2.18K -10 -0.1%
Daiwa Securities Group
317
Daiwa Securities Group
Japan
$3.11M -$593K -2,718 -17%
WG
318
Watchman Group
Texas
$3.11M -$55.6K -255 -2%
SAM
319
Securian Asset Management
Minnesota
$3.09M -$73.1K -335 -2%
PAS
320
Park Avenue Securities
New York
$3.08M +$384K +1,760 +15%
TAM
321
Tocqueville Asset Management
New York
$3.06M -$21.8K -100 -0.7%
VCM
322
Virtue Capital Management
Tennessee
$3.04M +$464K +2,128 +19%
OPERF
323
Oregon Public Employees Retirement Fund
Oregon
$3M -$103K -474 -3%
ET
324
Equitable Trust
Tennessee
$2.99M -$1.15M -5,266 -29%
AC
325
Allstate Corporation
Illinois
$2.96M +$2.18M +9,984 +337%