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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
BFM
376
Boothbay Fund Management
New York
$2.02M +$389K +1,785 +25%
CS
377
Candriam SCA
Luxembourg
$1.96M -$121K -555 -6%
IAIM
378
Industrial Alliance Investment Management
Quebec, Canada
$1.91M +$1.83M +8,368 New
VIA
379
Vident Investment Advisory
Georgia
$1.91M -$1.38M -6,325 -43%
SC
380
Settian Capital
New York
$1.91M +$1.82M +8,350 New
EHWM
381
Eads & Heald Wealth Management
Georgia
$1.9M +$32.9K +151 +2%
VAS
382
Vestmark Advisory Solutions
Massachusetts
$1.89M +$197K +905 +12%
Cambridge Investment Research Advisors
383
Cambridge Investment Research Advisors
Iowa
$1.88M -$39.1K -179 -2%
SFI
384
Siemens Fonds Invest
Germany
$1.86M +$104K +475 +6%
NMIMC
385
Northwestern Mutual Investment Management Company
Wisconsin
$1.84M -$28.1K -129 -2%
BB
386
Bell Bank
North Dakota
$1.78M +$107K +491 +7%
FL
387
Fort LP
Maryland
$1.75M -$57.2K -262 -3%
IAA
388
Independent Advisor Alliance
North Carolina
$1.75M +$180K +827 +12%
HI
389
Horizon Investments
North Carolina
$1.73M +$108K +493 +7%
SIG
390
Stonegate Investment Group
Alabama
$1.71M +$1.63M +7,464 New
KAS
391
Kestra Advisory Services
Texas
$1.7M +$131K +602 +9%
AC
392
Annandale Capital
Texas
$1.7M +$262K +1,200 +19%
EOJOAM
393
E. Ohman J:or Asset Management
Sweden
$1.66M +$87.3K +400 +6%
BC
394
Burney Company
Virginia
$1.63M +$5.02K +23 +0.3%
ISL
395
Ingalls & Snyder LLC
New York
$1.62M -$32.7K -150 -2%
CWG
396
Cornerstone Wealth Group
North Carolina
$1.59M +$1.52M +6,975 New
PAMP
397
Polar Asset Management Partners
Ontario, Canada
$1.59M +$1.52M +6,962 New
CFG
398
CMC Financial Group
Georgia
$1.55M +$218 +1 +0%
VFA
399
Voya Financial Advisors
Connecticut
$1.55M +$75.1K +344 +5%
Mercer Global Advisors
400
Mercer Global Advisors
Colorado
$1.54M +$137K +627 +10%