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Verisk Analytics

871 hedge funds and large institutions have $31.2B invested in Verisk Analytics in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 298 increasing their positions, 351 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+6
Holders Change %
+0.69%
% of All Funds
13.89%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
81
Increased
298
Reduced
351
Closed
62
Calls
$234M
Puts
$44.8M
Net Calls
+$189M
Net Calls Change
+$96.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
476
Gratus Capital
Georgia
$904K +$13K +55 +1%
PP
477
Pegasus Partners
Wisconsin
$892K +$22.4K +95 +3%
DWM
478
Dakota Wealth Management
Florida
$884K -$215K -908 -20%
AIMCA
479
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$874K
TWM
480
Thrive Wealth Management
Pennsylvania
$874K -$9.21K -39 -1%
FTDI
481
First Trust Direct Indexing
Massachusetts
$867K +$9.92K +42 +1%
BCM
482
Brookstone Capital Management
Illinois
$861K -$1.17K -5 -0.1%
OCBCO
483
Oversea-Chinese Banking Corp (OCBC)
Singapore
$858K +$858K +3,631 New
GIA
484
Gateway Investment Advisers
Ohio
$835K -$1.18K -5 -0.1%
Caisse de Depot et Placement du Quebec (CDPQ)
485
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$829K -$2.04M -8,648 -71%
Assenagon Asset Management
486
Assenagon Asset Management
Luxembourg
$818K +$82.9K +351 +11%
ONB
487
Old National Bancorp
Indiana
$814K -$23.2K -98 -3%
Kovitz Investment Group Partners
488
Kovitz Investment Group Partners
Illinois
$813K -$820K -3,472 -50%
FA
489
FDx Advisors
Illinois
$809K -$8.27K -35 -1%
MIM
490
MTM Investment Management
South Carolina
$793K +$236 +1 +0%
SS
491
Simplicity Solutions
Minnesota
$789K -$5.37M -22,730 -87%
BFG
492
Bleakley Financial Group
New Jersey
$789K -$5.37M -22,730 -87%
GBWM
493
Granite Bay Wealth Management
New Hampshire
$788K +$788K +3,344 New
SP
494
Symmetry Partners
Connecticut
$786K
CFB
495
Cullen/Frost Bankers
Texas
$784K
AI
496
AXS Investments
New York
$778K -$1.24M -5,228 -61%
HBT
497
Hills Bank & Trust
Iowa
$777K -$261K -1,105 -25%
MWM
498
MinichMacGregor Wealth Management
New York
$774K +$1.18K +5 +0.2%
HCM
499
Highview Capital Management
Illinois
$768K
TP
500
Tranquility Partners
Tennessee
$755K -$211K -895 -22%