VRSK icon

Verisk Analytics
VRSK

Overview Fund Activity

865 hedge funds and large institutions have $30.1B invested in Verisk Analytics in 2023 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 259 increasing their positions, 370 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
Holders Change
+70
Holders Change %
+8.81%
% of All Funds
13.64%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
119
Increased
259
Reduced
370
Closed
44
Calls
$113M
Puts
$21.4M
Net Calls
+$92.1M
Net Calls Change
+$101M

Top Buyers

1
Millennium Management
Millennium Management
New York
$209M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.07B
3
Artisan Partners
Artisan Partners
Wisconsin
$302M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$368M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$170M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$3.67B
2
Parnassus Investments
Parnassus Investments
California
$806M
3
Citadel Advisors
Citadel Advisors
Florida
$231M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$503M
5
BlackRock
BlackRock
New York
$2.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
551
Waldron Private Wealth
Pennsylvania
$558K -$9.49K -42 -2%
TSS
552
Two Sigma Securities
New York
$557K +$226K +999 +68%
MYAM
553
Meiji Yasuda Asset Management
Japan
$545K -$3.39K -15 -0.6%
SYBT
554
Stock Yards Bank & Trust
Kentucky
$540K +$6.56K +29 +1%
I
555
InceptionR
California
$539K -$302K -1,334 -36%
RWM
556
Ritholtz Wealth Management
New York
$538K +$30.1K +133 +6%
BWM
557
Baron Wealth Management
Michigan
$535K -$187K -829 -26%
PAG
558
Private Advisor Group
New Jersey
$533K +$212K +932 +66%
PTP
559
Platform Technology Partners
New York
$523K – – –
AAM
560
Azzad Asset Management
Virginia
$522K +$452 +2 +0.1%
SSWM
561
Strait & Sound Wealth Management
California
$517K +$4.3K +19 +0.8%
EWM
562
Evercore Wealth Management
New York
$516K -$67.8K -300 -12%
S
563
SignatureFD
Georgia
$513K +$12.4K +55 +2%
W
564
WealthOne
New York
$512K – – –
DCM
565
Donaldson Capital Management
Indiana
$505K – – –
HI
566
Horizon Investments
North Carolina
$500K +$67.4K +298 +16%
WP
567
WMS Partners
Maryland
$492K +$226 +1 +0%
NG
568
NWK Group
California
$490K – – –
DAS
569
Dynamic Advisor Solutions
Arizona
$487K +$1.58K +7 +0.3%
HFM
570
Harvest Fund Management
China
$484K +$269K +1,190 +125%
DG
571
DMC Group
Alabama
$482K -$27.1K -120 -5%
PCM
572
Penserra Capital Management
California
$482K +$283K +1,258 +142%
HNB
573
Huntington National Bank
Ohio
$481K -$11.1K -49 -2%
TW
574
Transform Wealth
Colorado
$481K -$12K -53 -2%
1832 Asset Management
575
1832 Asset Management
Ontario, Canada
$477K +$31.6K +140 +7%
21 22
23
24 25