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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
+$1B
2
AllianceBernstein
AllianceBernstein
Tennessee
+$249M
3
BlackRock
BlackRock
New York
+$155M
4
Franklin Resources
Franklin Resources
California
+$130M
5
SFFS
Stonehage Fleming Financial Services
Jersey
+$121M

Top Sellers

1
Citigroup
Citigroup
New York
-$439M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$249M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$160M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$159M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
526
Ascent Group
Virginia
$608K +$47.4K +192 +8%
SM
527
STF Management
Texas
$587K +$20.8K +87 +4%
SFA
528
Sequoia Financial Advisors
Ohio
$587K +$314K +1,315 +115%
S
529
SignatureFD
Georgia
$585K -$5.97K -25 -1%
DG
530
DMC Group
Alabama
$578K +$38.5K +161 +7%
MAS
531
Meeder Advisory Services
Ohio
$566K +$30.6K +128 +6%
BWM
532
Baron Wealth Management
Michigan
$563K -$3.82K -16 -0.7%
SYBT
533
Stock Yards Bank & Trust
Kentucky
$563K -$6.93K -29 -1%
HFM
534
Harvest Fund Management
China
$562K -$158K -670 -22%
TI
535
Tidal Investments
Wisconsin
$560K +$74.3K +311 +15%
TCM
536
Teza Capital Management
Illinois
$560K +$560K +2,344 New
WPW
537
Waldron Private Wealth
Pennsylvania
$559K +$1.91K +8 +0.3%
EWM
538
Evercore Wealth Management
New York
$545K -$27.9K -117 -5%
SSWM
539
Strait & Sound Wealth Management
California
$541K – – –
NCFG
540
New Century Financial Group
New Jersey
$540K +$540K +2,261 New
EBT
541
Enterprise Bank & Trust
Massachusetts
$540K – – –
HWM
542
HB Wealth Management
Georgia
$538K +$35.4K +148 +7%
KCM
543
Kathmere Capital Management
Pennsylvania
$526K +$103K +431 +24%
Northwestern Mutual Wealth Management
544
Northwestern Mutual Wealth Management
Wisconsin
$524K +$42K +176 +9%
DAS
545
Dynamic Advisor Solutions
Arizona
$523K -$2.57K -11 -0.5%
AWM
546
Axxcess Wealth Management
California
$523K -$172K -720 -25%
CAAS
547
Capital Asset Advisory Services
Michigan
$523K -$146K -611 -22%
PL
548
Perpetual Ltd
Australia
$522K +$135K +567 +35%
HNB
549
Huntington National Bank
Ohio
$518K +$21K +88 +4%
NG
550
NWK Group
California
$518K – – –
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