VRSK icon

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
$1.91B
2
AllianceBernstein
AllianceBernstein
Tennessee
$839M
3
BlackRock
BlackRock
New York
$3.1B
4
Franklin Resources
Franklin Resources
California
$273M
5
SFFS
Stonehage Fleming Financial Services
Jersey
$157M

Top Sellers

1
Citigroup
Citigroup
New York
$37.2M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$112M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$349M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.64B
5
Flossbach Von Storch
Flossbach Von Storch
Germany
$68.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
551
Brown Brothers Harriman & Co
New York
$517K -$12.9K -54 -2%
CC
552
Centiva Capital
New York
$517K +$517K +2,163 New
OWA
553
One Wealth Advisors
California
$515K +$83.1K +348 +19%
AWM
554
Apollon Wealth Management
South Carolina
$512K +$2.15K +9 +0.4%
KPWS
555
Kestra Private Wealth Services
Texas
$509K -$32.2K -135 -6%
CT
556
ClearAlpha Technologies
Connecticut
$506K +$506K +2,117 New
HAG
557
HighPoint Advisor Group
Illinois
$499K +$499K +2,153 New
ICG
558
InterOcean Capital Group
Tennessee
$496K -$51.1K -214 -9%
QCG
559
Quadrant Capital Group
Ohio
$493K -$24.4K -102 -5%
DP
560
Dearborn Partners
Illinois
$489K – – –
FFN
561
Focus Financial Network
Minnesota
$489K +$489K +2,046 New
VCM
562
Virtue Capital Management
Tennessee
$488K -$154K -659 -24%
SC
563
Saiph Capital
New Jersey
$485K +$57.8K +242 +14%
FA
564
FDx Advisors
Illinois
$477K -$340K -1,426 -42%
LAS
565
LWM Advisory Services
Florida
$477K -$12.7K -53 -3%
AT
566
Avalon Trust
New Mexico
$476K – – –
HI
567
Horizon Investments
North Carolina
$472K -$22.9K -96 -5%
PA
568
Procyon Advisors
Connecticut
$472K +$119K +497 +34%
MSFS
569
Main Street Financial Solutions
Pennsylvania
$467K -$11.2K -47 -2%
KIA
570
KLR Investment Advisors
Rhode Island
$460K +$16.2K +68 +4%
TW
571
Transform Wealth
Colorado
$454K +$11K +46 +2%
SIG
572
Sky Investment Group
Connecticut
$453K -$7.17K -30 -2%
CC
573
Chicago Capital
Illinois
$453K – – –
AP
574
Advisors Preferred
Maryland
$452K -$139K -583 -23%
PA
575
Parallel Advisors
California
$448K +$30.3K +127 +7%
21 22
23
24 25