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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 %
KWM
526
Kingsview Wealth Management
Oregon
$711K – – –
Assenagon Asset Management
527
Assenagon Asset Management
Luxembourg
$703K -$7.01K -31 -1%
FDCDDQ
528
Federation des caisses Desjardins du Quebec
Quebec, Canada
$700K -$1.55M -6,875 -69%
BFS
529
Bradley Foster & Sargent
Connecticut
$697K – – –
EI
530
Ellevest Inc
New York
$695K +$28.7K +127 +4%
BTWM
531
Baker Tilly Wealth Management
Wisconsin
$677K +$21.5K +95 +3%
CG
532
Caprock Group
Idaho
$670K +$143K +631 +27%
MCG
533
McCollum Christoferson Group
New York
$666K -$52.7K -233 -7%
VCA
534
Verdence Capital Advisors
Maryland
$659K +$118K +523 +22%
IWP
535
Icon Wealth Partners
Texas
$653K -$98.6K -436 -13%
BAMF
536
BI Asset Management Fondsmaeglerselskab
Denmark
$653K -$78K -345 -11%
JF
537
Jump Financial
Illinois
$653K -$2.85M -12,613 -81%
SCA
538
Snowden Capital Advisors
New York
$643K -$21.7K -96 -3%
VFA
539
Values First Advisors
Tennessee
$640K -$54.5K -241 -8%
VFA
540
Voya Financial Advisors
Connecticut
$629K -$333K -1,492 -35%
ATC
541
Argent Trust Co
Tennessee
$621K -$8.82K -39 -1%
BBHC
542
Brown Brothers Harriman & Co
New York
$620K -$162K -716 -21%
VCM
543
Virtue Capital Management
Tennessee
$619K -$107K -473 -15%
AFP
544
Ausdal Financial Partners
Iowa
$615K +$1.13K +5 +0.2%
MAS
545
Meeder Advisory Services
Ohio
$605K +$16.3K +72 +3%
BAAM
546
Baker Avenue Asset Management
California
$603K +$584K +2,585 +3,152%
RA
547
RFG Advisory
Alabama
$597K +$13.1K +58 +2%
EBT
548
Enterprise Bank & Trust
Massachusetts
$576K – – –
LNC
549
Lincoln National Corp
Pennsylvania
$566K -$26.2K -116 -4%
CCA
550
Checchi Capital Advisers
California
$562K +$143K +632 +34%
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