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Verisk Analytics

828 hedge funds and large institutions have $33.2B invested in Verisk Analytics in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 300 increasing their positions, 258 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 54

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

16% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 258

14% more capital invested

Capital invested by funds: $29.2B → $33.2B (+$3.98B)

11% more funds holding

Funds holding: 749828 (+79)

0.22% less ownership

Funds ownership: 90.44%90.22% (-0.22%)

45% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $23.1M

Holders
828
Holders Change
+79
Holders Change %
+10.55%
% of All Funds
12.74%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
143
Increased
300
Reduced
258
Closed
54
Calls
$12.6M
Puts
$23.1M
Net Calls
-$10.5M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
RP
551
Riverwater Partners
Wisconsin
$501K +$478K +2,190 New
NG
552
NWK Group
California
$496K
HCM
553
Heathbridge Capital Management
Ontario, Canada
$492K
MAM
554
Madison Asset Management
Wisconsin
$492K
CI Investments Inc
555
CI Investments Inc
Ontario, Canada
$489K -$93K -426 -17%
BMCM
556
Burns Matteson Capital Management
New York
$481K -$74K -339 -14%
BPA
557
Beacon Pointe Advisors
California
$481K +$213K +974 +86%
LOAMS
558
Lombard Odier Asset Management (Switzerland)
Switzerland
$477K +$455K +2,084 New
SC
559
Saiph Capital
New Jersey
$472K +$450K +2,064 New
Northwestern Mutual Wealth Management
560
Northwestern Mutual Wealth Management
Wisconsin
$472K +$73.3K +336 +20%
S
561
SignatureFD
Georgia
$464K +$43.2K +198 +11%
P
562
Pitcairn
Pennsylvania
$463K +$5.46K +25 +1%
HH
563
Hilltop Holdings
Texas
$462K +$2.84K +13 +0.6%
SIAG
564
Signet Investment Advisory Group
Rhode Island
$457K
FTDI
565
First Trust Direct Indexing
Massachusetts
$450K -$436 -2 -0.1%
OFS
566
OneAscent Financial Services
Alabama
$449K -$19.6K -90 -4%
WS
567
Wedbush Securities
California
$449K -$6.76K -31 -2%
EI
568
Ellevest Inc
New York
$447K +$15.1K +69 +4%
CWM
569
Circle Wealth Management
New Jersey
$441K -$193K -883 -31%
EFM
570
E Fund Management
China
$436K
SBH
571
Segall Bryant & Hamill
Illinois
$434K
VI
572
Vestcor Inc
New Brunswick, Canada
$433K -$82.3K -377 -17%
CC
573
Chicago Capital
Illinois
$433K
HC
574
HNP Capital
New York
$430K
VRM
575
Vectors Research Management
New York
$430K