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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 %
NA
501
NewEdge Advisors
Louisiana
$480K -$176K -4,491 -27%
GIA
502
Gateway Investment Advisers
Ohio
$469K -$1.41K -8 -0.3%
LAS
503
LWM Advisory Services
Florida
$469K -$310K -1,753 -40%
AIM
504
Achmea Investment Management
Netherlands
$464K -$761K -4,601 -62%
RA
505
RFG Advisory
Alabama
$459K +$18.2K +101 +4%
EWM
506
Evercore Wealth Management
New York
$456K +$3.88K +22 +0.9%
EBT
507
Enterprise Bank & Trust
Massachusetts
$450K +$450K +2,550 New
MCM
508
Manchester Capital Management
Vermont
$438K +$438K +2,485 New
EI
509
Ellevest Inc
New York
$432K +$8.47K +48 +2%
SS
510
Simplicity Solutions
Minnesota
$427K +$69.7K +395 +19%
LNC
511
Lincoln National Corp
Pennsylvania
$420K +$186K +1,054 +79%
SYBT
512
Stock Yards Bank & Trust
Kentucky
$416K -$467K -2,645 -53%
AAM
513
Azzad Asset Management
Virginia
$408K -$1.06M -6,032 -72%
RWM
514
Ritholtz Wealth Management
New York
$408K -$478K -2,711 -54%
XT
515
XTX Topco
Cayman Islands
$407K -$432K -2,449 -52%
PTP
516
Platform Technology Partners
New York
$407K – – –
TW
517
Transform Wealth
Colorado
$405K -$10.1K -57 -2%
P
518
Pitcairn
Pennsylvania
$401K +$6.7K +38 +2%
SSWM
519
Strait & Sound Wealth Management
California
$400K +$400K +2,202 New
W
520
WealthOne
New York
$400K – – –
DZ Bank
521
DZ Bank
Germany
$394K -$3.41M -19,355 -90%
WP
522
WMS Partners
Maryland
$393K -$3.18K -18 -0.8%
DCM
523
Donaldson Capital Management
Indiana
$393K – – –
APP
524
Avantax Planning Partners
Iowa
$392K -$36.7K -208 -9%
HT
525
Headlands Technologies
Illinois
$392K +$392K +2,223 New
19 20
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