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Verisk Analytics
VRSK

Overview Fund Activity

795 hedge funds and large institutions have $26.5B invested in Verisk Analytics in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 295 increasing their positions, 284 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+9
Holders Change %
+1.15%
% of All Funds
12.72%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
85
Increased
295
Reduced
284
Closed
61
Calls
$10.6M
Puts
$19.5M
Net Calls
-$8.85M
Net Calls Change
-$4.61M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$191M
2
Two Sigma Investments
Two Sigma Investments
New York
+$148M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$121M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$106M
5
VNIM
Vaughan Nelson Investment Management
Texas
+$91.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$476M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$220M
3
Parnassus Investments
Parnassus Investments
California
-$197M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$195M
5
HL
Harding Loevner
New Jersey
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
426
Copeland Capital Management
Pennsylvania
$942K +$744K +3,877 +376%
AWS
427
Atria Wealth Solutions
New York
$937K -$69.5K -362 -7%
KAS
428
Kestra Advisory Services
Texas
$937K -$1.08M -5,616 -53%
DWM
429
Dakota Wealth Management
Florida
$930K +$30.5K +159 +3%
APWM
430
Atlas Private Wealth Management
New York
$921K +$36.6K +191 +4%
BCV
431
Banque Cantonale Vaudoise
Switzerland
$905K -$5.75K -30 -0.6%
ECA
432
Elevated Capital Advisors
Utah
$900K -$24K -125 -3%
SF
433
Summit Financial
New Jersey
$898K +$12.7K +66 +1%
ASN
434
Advisory Services Network
Georgia
$898K -$106K -553 -11%
BP
435
Ballentine Partners
Massachusetts
$892K +$81.3K +424 +10%
MFGM
436
Marshall Financial Group (Maryland)
Maryland
$883K -$205K -1,066 -19%
FHB
437
First Hawaiian Bank
Hawaii
$878K +$15.9K +83 +2%
RJT
438
Raymond James Trust
Florida
$864K +$207K +1,078 +31%
HBT
439
Hills Bank & Trust
Iowa
$861K – – –
OAM
440
Ostrum Asset Management
France
$852K +$852K +4,442 New
EF
441
Empirical Finance
Pennsylvania
$851K +$39.1K +204 +5%
QIM
442
Quantitative Investment Management
Virginia
$851K +$564K +2,943 +197%
GIA
443
Gateway Investment Advisers
Ohio
$849K +$339K +1,765 +66%
KIA
444
KCM Investment Advisors
California
$847K -$11.5K -60 -1%
IC
445
IEQ Capital
California
$842K +$221K +1,154 +36%
TWM
446
Thrive Wealth Management
Pennsylvania
$837K +$115K +597 +16%
VFA
447
Voya Financial Advisors
Connecticut
$823K -$130K -680 -14%
RSWM
448
Robertson Stephens Wealth Management
California
$810K -$47K -245 -5%
LTAS
449
Linden Thomas Advisory Services
North Carolina
$807K +$83.5K +435 +12%
EAM
450
Erste Asset Management
Austria
$799K – – –
16 17
18
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