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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
Allspring Global Investments
351
Allspring Global Investments
North Carolina
$2.52M +$2.41M +11,023 New
AIM
352
Aquila Investment Management
New York
$2.52M +$2.4M +11,000 New
AA
353
ALPS Advisors
Colorado
$2.47M -$261K -1,195 -10%
CFGS
354
Concourse Financial Group Securities
Alabama
$2.46M -$95.4K -437 -4%
Wealthfront Advisers
355
Wealthfront Advisers
California
$2.46M +$283K +1,295 +14%
UB
356
UMB Bank
Missouri
$2.45M +$2.34M +10,711 New
NA
357
NewEdge Advisors
Louisiana
$2.44M +$701K +3,214 +43%
Commonwealth Equity Services
358
Commonwealth Equity Services
Massachusetts
$2.42M -$28.1K -129 -1%
SMDAM
359
Sumitomo Mitsui DS Asset Management
Japan
$2.38M +$178K +814 +9%
GAM
360
Griffin Asset Management
New York
$2.3M -$328K -1,505 -13%
Thrivent Financial for Lutherans
361
Thrivent Financial for Lutherans
Minnesota
$2.3M +$5.46K +25 +0.2%
National Bank of Canada
362
National Bank of Canada
Quebec, Canada
$2.29M +$2.21M +10,137 New
BVLP
363
Bailey Value Limited Partnership
Massachusetts
$2.29M +$2.18M +10,000 New
NMERB
364
New Mexico Educational Retirement Board
New Mexico
$2.26M -$153K -700 -7%
AO
365
Advisor OS
Illinois
$2.24M +$196K +899 +10%
KRS
366
Kentucky Retirement Systems
Kentucky
$2.22M +$32.5K +149 +2%
FA
367
FDx Advisors
Illinois
$2.21M -$3.06K -14 -0.1%
AIM
368
Arcadia Investment Management
Michigan
$2.2M +$43.2K +198 +2%
AAS
369
Avantax Advisory Services
Texas
$2.17M +$6.33K +29 +0.3%
WC
370
Weil Company
California
$2.13M +$23.3K +107 +1%
CGH
371
Crossmark Global Holdings
Texas
$2.12M -$980K -4,490 -33%
TIA
372
Tandem Investment Advisors
South Carolina
$2.12M +$67.4K +309 +3%
HW
373
Hancock Whitney
Mississippi
$2.07M +$1.97M +9,036 New
QT
374
Quantbot Technologies
New York
$2.06M +$1.97M +9,007 New
IWP
375
Icon Wealth Partners
Texas
$2.03M +$11.6K +53 +0.6%