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Verisk Analytics
VRSK

Overview Fund Activity

898 hedge funds and large institutions have $31.8B invested in Verisk Analytics in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 318 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+28
Holders Change %
+3.22%
% of All Funds
13.17%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
109
Increased
318
Reduced
343
Closed
70
Calls
$63.8M
Puts
$29M
Net Calls
+$34.7M
Net Calls Change
-$154M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.91B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$839M
3
BlackRock
3
BlackRock
New York
$3.1B
4
Franklin Resources
4
Franklin Resources
California
$273M
5
SFFS
5
Stonehage Fleming Financial Services
Jersey
$157M

Top Sellers

1
Citigroup
1
Citigroup
New York
$37.2M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$112M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$349M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.64B
5
Flossbach Von Storch
5
Flossbach Von Storch
Germany
$68.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QIM
301
Quantitative Investment Management
Virginia
$3.65M +$3.65M +15,296 New
IMPI
302
Ilmarinen Mutual Pension Insurance
Finland
$3.58M – – –
MGWM
303
Marks Group Wealth Management
Minnesota
$3.57M +$40.6K +170 +1%
NEI
304
Northwest & Ethical Investments
Ontario, Canada
$3.54M +$3.54M +14,830 New
EAM
305
EFG Asset Management
Oregon
$3.54M -$2.18M -9,125 -38%
Creative Planning
306
Creative Planning
Kansas
$3.46M +$245K +1,027 +8%
Wealth Enhancement Advisory Services
307
Wealth Enhancement Advisory Services
Minnesota
$3.39M +$350K +1,467 +12%
Wealthfront Advisers
308
Wealthfront Advisers
California
$3.37M -$151K -633 -4%
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$3.29M -$477K -1,998 -13%
BFM
310
Boston Financial Management
Massachusetts
$3.27M -$8.6K -36 -0.3%
Voloridge Investment Management
311
Voloridge Investment Management
Florida
$3.26M -$26.9M -112,617 -89%
SMDAM
312
Sumitomo Mitsui DS Asset Management
Japan
$3.25M +$38.7K +162 +1%
Allianz Asset Management
313
Allianz Asset Management
Germany
$3.23M -$849K -3,553 -21%
RJFSA
314
Raymond James Financial Services Advisors
Florida
$3.21M +$193K +807 +6%
HCM
315
Hutner Capital Management
Vermont
$3.2M – – –
PA
316
Profund Advisors
Maryland
$3.14M +$546K +2,287 +21%
LNWWM
317
Laird Norton Wetherby Wealth Management
California
$3.04M -$59.2K -248 -2%
TRSOTSOK
318
Teachers Retirement System of the State of Kentucky
Kentucky
$3.04M -$331K -1,387 -10%
EMPI
319
Elo Mutual Pension Insurance
Finland
$3.04M +$142K +593 +5%
P
320
Pitcairn
Pennsylvania
$3.01M +$889K +3,721 +42%
AIP
321
Ameritas Investment Partners
Nebraska
$3M -$31.1K -130 -1%
AWM
322
AE Wealth Management
Kansas
$2.97M -$1.4M -5,753 -32%
GAM
323
Garrison Asset Management
Arkansas
$2.92M -$32.7K -137 -1%
OPS
324
Orion Portfolio Solutions
Nebraska
$2.89M +$74.5K +320 +3%
BCI
325
Brinker Capital Investments
Pennsylvania
$2.89M +$74.5K +320 +3%
11 12
13
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