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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 %
FCM
501
FJ Capital Management
Virginia
$554K +$554K +2,890 New
AIM
502
Achmea Investment Management
Netherlands
$539K – – –
ATC
503
Argent Trust Co
Tennessee
$535K -$99.6K -519 -16%
AssetMark Inc
504
AssetMark Inc
California
$534K +$192K +1,000 +56%
SW
505
SVB Wealth
Massachusetts
$533K +$130K +680 +32%
AFP
506
Ausdal Financial Partners
Iowa
$521K -$3.26K -17 -0.6%
MCM
507
Manchester Capital Management
Vermont
$520K +$42.8K +223 +9%
LAS
508
LWM Advisory Services
Florida
$509K – – –
CPIG
509
Chicago Partners Investment Group
Illinois
$504K -$357K -1,824 -41%
LNC
510
Lincoln National Corp
Pennsylvania
$503K +$45.9K +239 +10%
MAS
511
Meeder Advisory Services
Ohio
$499K -$61.6K -321 -11%
RA
512
RFG Advisory
Alabama
$496K +$7.29K +38 +1%
EWM
513
Evercore Wealth Management
New York
$495K – – –
CFG
514
Citizens Financial Group
Rhode Island
$493K +$91.7K +478 +23%
EBT
515
Enterprise Bank & Trust
Massachusetts
$489K – – –
WPW
516
Waldron Private Wealth
Pennsylvania
$482K +$482K +2,511 New
BCM
517
Bayesian Capital Management
New York
$478K +$478K +2,490 New
MYAM
518
Meiji Yasuda Asset Management
Japan
$465K -$751K -3,916 -62%
VCA
519
Verdence Capital Advisors
Maryland
$459K +$35.7K +186 +8%
VIA
520
Vident Investment Advisory
Georgia
$458K +$82.3K +429 +22%
SYBT
521
Stock Yards Bank & Trust
Kentucky
$452K – – –
CG
522
Caprock Group
Idaho
$448K +$32.4K +169 +8%
AAM
523
Azzad Asset Management
Virginia
$443K -$767 -4 -0.2%
PTP
524
Platform Technology Partners
New York
$442K – – –
SSWM
525
Strait & Sound Wealth Management
California
$435K +$12.7K +66 +3%
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