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Verisk Analytics
VRSK

Overview Fund Activity

786 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 266 increasing their positions, 311 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+14
Holders Change %
+1.81%
% of All Funds
12.68%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
93
Increased
266
Reduced
311
Closed
65
Calls
$9.95M
Puts
$14.2M
Net Calls
-$4.24M
Net Calls Change
+$1.09M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$474M
2
Citadel Advisors
Citadel Advisors
Florida
+$128M
3
BlackRock
BlackRock
New York
+$105M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$89.7M
5
Millennium Management
Millennium Management
New York
+$81.4M

Top Sellers

1
ACM
AKRE Capital Management
Virginia
-$428M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$187M
3
Parnassus Investments
Parnassus Investments
California
-$129M
4
Franklin Resources
Franklin Resources
California
-$117M
5
Goldman Sachs
Goldman Sachs
New York
-$96.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWP
451
Accretive Wealth Partners
New Jersey
$717K +$24.9K +141 +4%
SAM
452
Silvercrest Asset Management
New York
$711K -$882 -5 -0.1%
BCM
453
Brookstone Capital Management
Illinois
$694K +$3.84K +21 +0.6%
TP
454
Tranquility Partners
Tennessee
$694K – – –
CFB
455
Cullen/Frost Bankers
Texas
$688K +$28.4K +161 +4%
Kovitz Investment Group Partners
456
Kovitz Investment Group Partners
Illinois
$682K -$408K -2,309 -37%
BWP
457
BSW Wealth Partners
Colorado
$676K +$109K +620 +19%
AI
458
AXS Investments
New York
$671K -$208K -1,181 -24%
FTDI
459
First Trust Direct Indexing
Massachusetts
$665K +$148K +838 +29%
GC
460
Gratus Capital
Georgia
$665K – – –
LTAS
461
Linden Thomas Advisory Services
North Carolina
$665K +$665K +3,769 New
TWM
462
Thrive Wealth Management
Pennsylvania
$664K +$11.1K +63 +2%
HCM
463
Highview Capital Management
Illinois
$662K – – –
BBHC
464
Brown Brothers Harriman & Co
New York
$658K -$97.4K -552 -13%
MIM
465
MTM Investment Management
South Carolina
$651K -$42K -238 -6%
QCM
466
Quantinno Capital Management
New York
$646K +$646K +3,664 New
LA
467
Legacy Advisors
Pennsylvania
$641K +$170K +962 +36%
CTA
468
Chesley Taft & Associates
Illinois
$640K +$147K +835 +30%
First Manhattan
469
First Manhattan
New York
$639K +$3.53K +20 +0.6%
CAAS
470
Capital Asset Advisory Services
Michigan
$635K -$483K -2,677 -43%
API
471
Advisor Partners II
California
$633K +$126K +714 +25%
PP
472
Pegasus Partners
Wisconsin
$622K +$13.4K +76 +2%
IWA
473
Icon Wealth Advisors
Texas
$621K -$44.5K -252 -7%
CC
474
Centiva Capital
New York
$613K +$613K +3,476 New
V
475
Veritable
Delaware
$608K -$33.9K -192 -5%
17 18
19
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