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Verisk Analytics
VRSK

Overview Fund Activity

899 hedge funds and large institutions have $31.9B invested in Verisk Analytics in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 319 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
899
Holders Change
+28
Holders Change %
+3.21%
% of All Funds
13.18%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
109
Increased
319
Reduced
343
Closed
70
Calls
$63.8M
Puts
$29M
Net Calls
+$34.7M
Net Calls Change
-$154M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1B
2
AllianceBernstein
AllianceBernstein
Tennessee
+$249M
3
BlackRock
BlackRock
New York
+$155M
4
Franklin Resources
Franklin Resources
California
+$130M
5
SFFS
Stonehage Fleming Financial Services
Jersey
+$121M

Top Sellers

1
Citigroup
Citigroup
New York
-$439M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$249M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$160M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$159M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
476
Merit Financial Group
Georgia
$849K +$226K +948 +36%
AIM
477
Aigen Investment Management
New York
$841K +$841K +3,521 New
BCM
478
Brookstone Capital Management
Illinois
$841K -$36.3K -152 -4%
GIA
479
Gateway Investment Advisers
Ohio
$836K -$7.88K -33 -0.9%
AIM
480
Artemis Investment Management
United Kingdom
$835K -$733K -3,067 -47%
WT
481
Whittier Trust
California
$831K -$90.3K -378 -10%
MCM
482
MAI Capital Management
Ohio
$824K +$224K +936 +37%
Kovitz Investment Group Partners
483
Kovitz Investment Group Partners
Illinois
$821K -$1.67K -7 -0.2%
GC
484
Gilbert & Cook
Iowa
$816K +$63.8K +267 +8%
BFG
485
Bleakley Financial Group
New Jersey
$806K +$7.64K +32 +1%
BCV
486
Banque Cantonale Vaudoise
Switzerland
$804K -$526K -2,204 -40%
MWM
487
MinichMacGregor Wealth Management
New York
$800K +$17.4K +73 +2%
Public Sector Pension Investment Board (PSP Investments)
488
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$792K -$2.92M -12,239 -79%
PP
489
Pegasus Partners
Wisconsin
$792K -$110K -462 -12%
EGM
490
Engineers Gate Manager
New York
$785K +$350K +1,465 +80%
MIM
491
MTM Investment Management
South Carolina
$784K -$17.7K -74 -2%
HCM
492
Highview Capital Management
Illinois
$776K – – –
TP
493
Tranquility Partners
Tennessee
$764K – – –
CFB
494
Cullen/Frost Bankers
Texas
$758K -$33.9K -142 -4%
BFS
495
Bradley Foster & Sargent
Connecticut
$758K +$21.5K +90 +3%
KWM
496
Kingsview Wealth Management
Oregon
$753K -$3.11K -13 -0.4%
OCBCO
497
Oversea-Chinese Banking Corp (OCBC)
Singapore
$752K -$116K -484 -13%
ASN
498
Advisory Services Network
Georgia
$748K -$359K -1,503 -32%
WJWM
499
Williams Jones Wealth Management
New York
$740K +$740K +3,098 New
RSWM
500
Robertson Stephens Wealth Management
California
$730K -$14.6K -61 -2%
18 19
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