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Verisk Analytics
VRSK

Overview Fund Activity

786 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 266 increasing their positions, 311 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+14
Holders Change %
+1.81%
% of All Funds
12.68%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
93
Increased
266
Reduced
311
Closed
65
Calls
$9.95M
Puts
$14.2M
Net Calls
-$4.24M
Net Calls Change
+$1.09M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$474M
2
Citadel Advisors
Citadel Advisors
Florida
+$128M
3
BlackRock
BlackRock
New York
+$105M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$89.7M
5
Millennium Management
Millennium Management
New York
+$81.4M

Top Sellers

1
ACM
AKRE Capital Management
Virginia
-$428M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$187M
3
Parnassus Investments
Parnassus Investments
California
-$129M
4
Franklin Resources
Franklin Resources
California
-$117M
5
Goldman Sachs
Goldman Sachs
New York
-$96.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
551
Apollon Wealth Management
South Carolina
$327K +$113K +640 +53%
CIC
552
Chilton Investment Company
Connecticut
$326K – – –
EWA
553
EP Wealth Advisors
California
$324K +$324K +1,838 New
FA
554
FDx Advisors
Illinois
$318K -$33.3K -189 -9%
EFM
555
E Fund Management
China
$317K -$20.8K -118 -6%
AssetMark Inc
556
AssetMark Inc
California
$314K +$116K +655 +58%
HI
557
Horizon Investments
North Carolina
$314K -$821K -4,656 -72%
SC
558
Saiph Capital
New Jersey
$312K -$10.9K -62 -3%
QCG
559
Quadrant Capital Group
Ohio
$305K -$12.7K -72 -4%
MNBTD
560
Moody National Bank Trust Division
Texas
$305K – – –
EWM
561
Endurance Wealth Management
Rhode Island
$304K +$13.2K +75 +5%
CGL
562
Clarius Group LLC
Washington
$304K +$22.1K +125 +8%
FMAEN1
563
Fund Management at Engine No 1
California
$304K +$37.9K +215 +14%
MIM
564
Meixler Investment Management
Arizona
$303K -$62.8K -356 -17%
KPWS
565
Kestra Private Wealth Services
Texas
$301K -$557K -3,157 -65%
COI
566
Connable Office Inc
Michigan
$300K – – –
CA
567
Cetera Advisors
Colorado
$298K +$298K +1,689 New
HCM
568
Hengehold Capital Management
Ohio
$292K -$1.41K -8 -0.5%
PVM
569
Palogic Value Management
Texas
$292K +$292K +1,656 New
PPC
570
Park Place Capital
Alabama
$291K +$291K +1,652 New
SWP
571
Stratos Wealth Partners
Ohio
$289K -$27K -153 -9%
FP
572
Foundry Partners
Minnesota
$288K -$98.9K -561 -26%
EHWM
573
Eads & Heald Wealth Management
Georgia
$285K -$330K -1,874 -54%
HCM
574
Heathbridge Capital Management
Ontario, Canada
$278K -$75K -425 -21%
PA
575
Parallel Advisors
California
$271K +$176 +1 +0.1%
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