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Verisk Analytics
VRSK

Overview Fund Activity

676 hedge funds and large institutions have $21.8B invested in Verisk Analytics in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 252 increasing their positions, 237 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
676
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
13.35%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.22%
New
83
Increased
252
Reduced
237
Closed
69
Calls
$26.8M
Puts
$22M
Net Calls
+$4.82M
Net Calls Change
+$23.7M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$111M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$107M
3
Truist Financial
Truist Financial
North Carolina
+$88.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$80.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$74.4M

Top Sellers

1
Invesco
Invesco
Georgia
-$208M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$121M
3
WRF
Waddell & Reed Financial
Kansas
-$90.3M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$82.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$71M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBSB
551
Sullivan, Bruyette, Speros & Blaney
Virginia
$150K +$10.3K +69 +7%
QCG
552
Quadrant Capital Group
Ohio
$145K +$21.3K +148 +17%
SSB
553
Sandy Spring Bank
Maryland
$144K – – –
PAM
554
Paradigm Asset Management
New York
$97.1K – – –
IFAM
555
Institutional & Family Asset Management
Colorado
$97K -$7.46K -50 -7%
BCI
556
Brinker Capital Investments
Pennsylvania
$97K – – –
AAM
557
Ardevora Asset Management
United Kingdom
$90K +$15K +100 +20%
Carson Wealth (CWM LLC)
558
Carson Wealth (CWM LLC)
Nebraska
$89K – – –
ASN
559
Advisory Services Network
Georgia
$86K -$56.7K -379 -40%
CIA
560
CSat Investment Advisory
Michigan
$82K +$21.3K +143 +35%
VFA
561
Valeo Financial Advisors
Indiana
$81K -$16.7K -112 -17%
HIA
562
Harbor Investment Advisory
Maryland
$81K +$81K +540 New
Loomis, Sayles & Company
563
Loomis, Sayles & Company
Massachusetts
$79K +$19.9K +133 +34%
FHA
564
First Horizon Advisors
Tennessee
$78K – – –
PA
565
Parallel Advisors
California
$78K +$19.8K +132 +34%
BFEC
566
Benjamin F. Edwards & Company
Missouri
$77K – – –
EI
567
Ellevest Inc
New York
$76K +$76K +506 New
PCM
568
Prelude Capital Management
New York
$75K +$41.1K +274 +121%
SBL
569
Sargent Bickham Lagudis
Colorado
$75K +$49.5K +330 +194%
S
570
SignatureFD
Georgia
$74K -$10.3K -69 -12%
GLI
571
Guardian Life Insurance
New York
$72K +$1.34K +9 +2%
TF
572
Tompkins Financial
New York
$71K – – –
LWM
573
Lenox Wealth Management
Ohio
$69K -$28K -186 -29%
AIM
574
AIA Investment Management
Singapore
$68K – – –
VCM
575
Vigilant Capital Management
Maine
$67K +$44.6K +300 +199%
21 22
23
24 25