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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 %
W
526
WealthOne
New York
$435K – – –
DG
527
DMC Group
Alabama
$432K +$60.7K +317 +16%
RWM
528
Ritholtz Wealth Management
New York
$431K -$12.5K -65 -3%
DCM
529
Donaldson Capital Management
Indiana
$429K +$1.73K +9 +0.4%
S
530
SignatureFD
Georgia
$425K +$14.2K +74 +3%
CA
531
Cetera Advisors
Colorado
$423K +$98.8K +515 +30%
AIM
532
Arcadia Investment Management
Michigan
$422K -$549K -2,862 -57%
RP
533
Riverwater Partners
Wisconsin
$420K – – –
TW
534
Transform Wealth
Colorado
$418K -$22.4K -117 -5%
HNB
535
Huntington National Bank
Ohio
$418K +$9.79K +51 +2%
WP
536
WMS Partners
Maryland
$417K -$10.2K -53 -2%
MSFS
537
Main Street Financial Solutions
Pennsylvania
$417K +$21.8K +113 +6%
NG
538
NWK Group
California
$416K – – –
DAS
539
Dynamic Advisor Solutions
Arizona
$412K -$3.26K -17 -0.8%
DP
540
Dearborn Partners
Illinois
$409K -$115K -601 -22%
SIG
541
Sky Investment Group
Connecticut
$403K – – –
ETC
542
Exchange Traded Concepts
Oklahoma
$403K +$15.2K +79 +4%
AT
543
Avalon Trust
New Mexico
$392K +$392K +2,041 New
KTC
544
Kistler-Tiffany Companies
Pennsylvania
$391K +$175K +910 +81%
PVM
545
Palogic Value Management
Texas
$379K +$61K +318 +19%
QCG
546
Quadrant Capital Group
Ohio
$379K +$46.4K +242 +14%
1832 Asset Management
547
1832 Asset Management
Ontario, Canada
$378K +$2.3K +12 +0.6%
Northwestern Mutual Wealth Management
548
Northwestern Mutual Wealth Management
Wisconsin
$377K -$1.54K -8 -0.4%
KIA
549
KLR Investment Advisors
Rhode Island
$371K -$23.8K -124 -6%
SAM
550
Shell Asset Management
Netherlands
$369K – – –
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