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Verisk Analytics
VRSK

Overview Fund Activity

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

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$583M
2
Citigroup
Citigroup
New York
$471M
3
UIM
USS Investment Management
United Kingdom
$119M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.78B
5
Franklin Resources
Franklin Resources
California
$142M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
$631M
2
Millennium Management
Millennium Management
New York
$49.6M
3
Citadel Advisors
Citadel Advisors
Florida
$75.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$1.26M
5
Two Sigma Investments
Two Sigma Investments
New York
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
501
Kingsview Wealth Management
Oregon
$748K +$4.96K +21 +0.7%
GC
502
Gilbert & Cook
Iowa
$744K +$352K +1,491 +90%
RSWM
503
Robertson Stephens Wealth Management
California
$736K -$9.45K -40 -1%
CRC
504
Curi RMB Capital
Illinois
$732K -$13K -55 -2%
BAMF
505
BI Asset Management Fondsmaeglerselskab
Denmark
$727K +$44.7K +189 +7%
Impax Asset Management Group
506
Impax Asset Management Group
United Kingdom
$724K -$166K -702 -19%
HFM
507
Harvest Fund Management
China
$721K +$214K +906 +42%
FDCDDQ
508
Federation des caisses Desjardins du Quebec
Quebec, Canada
$719K -$12.8K -54 -2%
CC
509
Cipher Capital
New York
$713K +$713K +3,017 New
XT
510
XTX Topco
Cayman Islands
$712K +$712K +3,014 New
BFS
511
Bradley Foster & Sargent
Connecticut
$697K – – –
CAAS
512
Capital Asset Advisory Services
Michigan
$688K -$132K -539 -16%
AWM
513
Axxcess Wealth Management
California
$687K +$687K +2,910 New
BAAM
514
Baker Avenue Asset Management
California
$675K +$45.1K +191 +7%
BC
515
Bridgefront Capital
Texas
$674K +$674K +2,854 New
VFA
516
Voya Financial Advisors
Connecticut
$670K -$7.22K -30 -1%
MCG
517
McCollum Christoferson Group
New York
$669K -$27.2K -115 -4%
IWP
518
Icon Wealth Partners
Texas
$666K -$16.5K -70 -2%
FMLI
519
Fukoku Mutual Life Insurance
Japan
$661K +$661K +2,800 New
GT
520
Glenview Trust
Kentucky
$650K -$309K -1,307 -32%
ATC
521
Argent Trust Co
Tennessee
$649K – – –
AFP
522
Ausdal Financial Partners
Iowa
$645K +$1.65K +7 +0.3%
CG
523
Caprock Group
Idaho
$643K -$58.1K -246 -8%
PMEF
524
Point72 Middle East FZE
United Arab Emirates
$640K -$3.35M -14,196 -84%
JFG
525
Jefferies Financial Group
New York
$628K +$628K +2,659 New
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