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Verisk Analytics
VRSK

Overview Fund Activity

865 hedge funds and large institutions have $30.1B invested in Verisk Analytics in 2023 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 259 increasing their positions, 370 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
Holders Change
+70
Holders Change %
+8.81%
% of All Funds
13.64%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
119
Increased
259
Reduced
370
Closed
44
Calls
$113M
Puts
$21.4M
Net Calls
+$92.1M
Net Calls Change
+$101M

Top Buyers

1
Millennium Management
Millennium Management
New York
$209M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.07B
3
Artisan Partners
Artisan Partners
Wisconsin
$302M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$368M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$170M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$3.67B
2
Parnassus Investments
Parnassus Investments
California
$806M
3
Citadel Advisors
Citadel Advisors
Florida
$231M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$503M
5
BlackRock
BlackRock
New York
$2.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
501
Thrive Wealth Management
Pennsylvania
$845K -$141K -624 -14%
AIMCA
502
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$836K – – –
PP
503
Pegasus Partners
Wisconsin
$832K +$20.1K +89 +2%
BCM
504
Brookstone Capital Management
Illinois
$827K -$4.72K -21 -0.6%
PL
505
Perpetual Ltd
Australia
$823K -$99.9K -442 -11%
FTDI
506
First Trust Direct Indexing
Massachusetts
$820K +$16.7K +74 +2%
WT
507
Whittier Trust
California
$810K -$226 -1 -0%
DFCM
508
Dark Forest Capital Management
Puerto Rico
$807K +$807K +3,569 New
ONB
509
Old National Bancorp
Indiana
$801K +$501K +2,218 +167%
GIA
510
Gateway Investment Advisers
Ohio
$800K -$200K -887 -20%
FA
511
FDx Advisors
Illinois
$782K +$374K +1,656 +92%
ICG
512
InterOcean Capital Group
Tennessee
$772K -$369K -1,634 -32%
FRM
513
Fox Run Management
Connecticut
$770K +$770K +3,407 New
CAAS
514
Capital Asset Advisory Services
Michigan
$764K -$6.64K -29 -0.9%
IEFM
515
IQ EQ Fund Management
Ireland
$760K +$352K +1,559 +86%
MIM
516
MTM Investment Management
South Carolina
$759K -$75.5K -334 -9%
SP
517
Symmetry Partners
Connecticut
$752K – – –
CFB
518
Cullen/Frost Bankers
Texas
$750K -$121K -535 -14%
SPA
519
Sherbrooke Park Advisers
New York
$746K +$746K +3,300 New
MWM
520
MinichMacGregor Wealth Management
New York
$739K +$1.13K +5 +0.2%
HCM
521
Highview Capital Management
Illinois
$735K – – –
SCM
522
Stevens Capital Management
Pennsylvania
$725K +$725K +3,207 New
BCM
523
Bayesian Capital Management
New York
$721K +$158K +700 +28%
RSWM
524
Robertson Stephens Wealth Management
California
$713K -$241K -1,068 -25%
CRC
525
Curi RMB Capital
Illinois
$713K -$10.2K -45 -1%
19 20
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