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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
GT
426
Glenview Trust
Kentucky
$1.27M +$262K +1,200 +28%
SWM
427
Spire Wealth Management
Virginia
$1.24M +$467K +2,141 +65%
CA
428
CoreCap Advisors
Michigan
$1.23M +$1.17M +5,360 New
KIA
429
KCM Investment Advisors
California
$1.21M -$21.8K -100 -2%
PP
430
Paloma Partners
Connecticut
$1.21M +$1.15M +5,267 New
SAM
431
Silvercrest Asset Management
New York
$1.19M
BCV
432
Banque Cantonale Vaudoise
Switzerland
$1.16M -$1.53K -7 -0.1%
SYBT
433
Stock Yards Bank & Trust
Kentucky
$1.16M
DADC
434
D.A. Davidson & Co
Montana
$1.15M -$13.1K -60 -1%
LPARFS
435
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.14M +$1.09M +5,000 New
EAM
436
Erste Asset Management
Austria
$1.14M -$487K -2,230 -31%
T
437
TCWP
Ohio
$1.11M +$1.06M +4,876 New
ASN
438
Advisory Services Network
Georgia
$1.11M +$10.7K +49 +1%
PCA
439
Pallas Capital Advisors
Massachusetts
$1.1M +$47.6K +218 +4%
TP
440
Tranquility Partners
Tennessee
$1.09M -$253K -1,158 -20%
SF
441
Summit Financial
New Jersey
$1.07M +$16.8K +77 +2%
DCM
442
Donaldson Capital Management
Indiana
$1.07M -$17K -78 -2%
BF
443
BOK Financial
Oklahoma
$1.06M +$119K +545 +13%
Federated Hermes
444
Federated Hermes
Pennsylvania
$1.05M +$256K +1,173 +34%
PHK
445
Point72 Hong Kong
Hong Kong
$1.04M +$995K +4,560 New
APWM
446
Atlas Private Wealth Management
New York
$1.03M -$404K -1,851 -29%
VPIM
447
Vanguard Personalized Indexing Management
California
$1.02M +$300K +1,376 +44%
ATC
448
Argent Trust Co
Tennessee
$1.02M -$17.5K -80 -2%
GC
449
Gratus Capital
Georgia
$999K
GP
450
Greenline Partners
New York
$990K +$6.55K +30 +0.7%