VRSK icon

Verisk Analytics

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
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
526
Snowden Capital Advisors
New York
$627K -$44.9K -190 -7%
CBNLCF
527
Cognios Beta Neutral Large Cap Fund
Kansas
$620K +$395K +1,674 +176%
VCM
528
Virtue Capital Management
Tennessee
$619K
MFG
529
Merit Financial Group
Georgia
$616K +$145K +613 +31%
RA
530
RFG Advisory
Alabama
$600K -$24.8K -105 -4%
MCM
531
MAI Capital Management
Ohio
$594K +$594K +2,513 New
AP
532
Advisors Preferred
Maryland
$586K +$586K +2,481 New
S
533
SignatureFD
Georgia
$584K +$48.4K +205 +9%
PAG
534
Private Advisor Group
New Jersey
$582K +$27.4K +116 +5%
EWM
535
Evercore Wealth Management
New York
$567K +$27.6K +117 +5%
SYBT
536
Stock Yards Bank & Trust
Kentucky
$564K
BWM
537
Baron Wealth Management
Michigan
$561K +$2.36K +10 +0.4%
SM
538
STF Management
Texas
$560K +$336K +1,421 +150%
OTL
539
Oak Thistle LLC
New York
$553K -$334K -1,415 -38%
WPW
540
Waldron Private Wealth
Pennsylvania
$551K -$31.9K -135 -5%
YIA
541
YHB Investment Advisors
Connecticut
$550K +$275K +1,189 +100%
ICG
542
InterOcean Capital Group
Tennessee
$541K -$265K -1,123 -33%
SSWM
543
Strait & Sound Wealth Management
California
$540K
CA
544
Cetera Advisors
Colorado
$536K +$45.6K +193 +9%
W
545
WealthOne
New York
$535K
KPWS
546
Kestra Private Wealth Services
Texas
$535K +$83.2K +352 +18%
EBT
547
Enterprise Bank & Trust
Massachusetts
$534K -$68.5K -290 -11%
AG
548
Ascent Group
Virginia
$534K +$125K +529 +30%
DG
549
DMC Group
Alabama
$533K +$29.3K +124 +6%
DAS
550
Dynamic Advisor Solutions
Arizona
$532K +$22.9K +97 +5%