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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
$1.91B
2
AllianceBernstein
AllianceBernstein
Tennessee
$839M
3
BlackRock
BlackRock
New York
$3.1B
4
Franklin Resources
Franklin Resources
California
$273M
5
SFFS
Stonehage Fleming Financial Services
Jersey
$157M

Top Sellers

1
Citigroup
Citigroup
New York
$37.2M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$112M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$349M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.64B
5
Flossbach Von Storch
Flossbach Von Storch
Germany
$68.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
501
Ellevest Inc
New York
$727K +$220K +920 +43%
DWM
502
Dakota Wealth Management
Florida
$726K -$167K -701 -19%
BAMF
503
BI Asset Management Fondsmaeglerselskab
Denmark
$726K -$8.84K -37 -1%
FDCDDQ
504
Federation des caisses Desjardins du Quebec
Quebec, Canada
$724K -$3.58K -15 -0.5%
Nomura Holdings
505
Nomura Holdings
Japan
$698K +$698K +2,924 New
Walleye Trading
506
Walleye Trading
New York
$697K -$2.13M -8,919 -75%
CA
507
Cetera Advisors
Colorado
$696K +$154K +645 +28%
CG
508
Caprock Group
Idaho
$690K +$40.4K +169 +6%
UCFA
509
United Capital Financial Advisors
Texas
$686K +$422K +1,766 +160%
SEC
510
Seven Eight Capital
New York
$670K +$670K +2,805 New
MCG
511
McCollum Christoferson Group
New York
$668K -$8.36K -35 -1%
HBT
512
Hills Bank & Trust
Iowa
$666K -$120K -501 -15%
GT
513
Glenview Trust
Kentucky
$660K +$3.58K +15 +0.5%
ATC
514
Argent Trust Co
Tennessee
$655K -$1.67K -7 -0.3%
VFA
515
Voya Financial Advisors
Connecticut
$653K -$8.79K -37 -1%
AFP
516
Ausdal Financial Partners
Iowa
$651K -$1.43K -6 -0.2%
SP
517
Symmetry Partners
Connecticut
$649K -$141K -595 -18%
LNC
518
Lincoln National Corp
Pennsylvania
$642K +$128K +535 +25%
PAG
519
Private Advisor Group
New Jersey
$641K +$53K +222 +9%
IWA
520
Icon Wealth Advisors
Texas
$627K +$627K +2,623 New
RA
521
RFG Advisory
Alabama
$626K +$19.3K +81 +3%
JFG
522
Jefferies Financial Group
New York
$624K -$11.2K -47 -2%
CRC
523
Curi RMB Capital
Illinois
$624K -$117K -489 -16%
QI
524
Qtron Investments
Massachusetts
$624K +$128K +535 +26%
SCA
525
Snowden Capital Advisors
New York
$620K -$14.1K -59 -2%
19 20
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