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Verisk Analytics
VRSK

Overview Fund Activity

608 hedge funds and large institutions have $20.6B invested in Verisk Analytics in 2019 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 246 increasing their positions, 193 reducing their positions, and 61 closing their positions.

Holders
608
Holders Change
+9
Holders Change %
+1.5%
% of All Funds
13.18%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.3%
New
78
Increased
246
Reduced
193
Closed
61
Calls
$23M
Puts
$17.6M
Net Calls
+$5.45M
Net Calls Change
+$4.18M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$231M
2
AC
2
AKO Capital
United Kingdom
$93.7M
3
Deutsche Bank
3
Deutsche Bank
Germany
$176M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$83.8M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$109M

Top Sellers

1
FCM
1
Farallon Capital Management
California
$0
2
JCM
2
Junto Capital Management
New York
$0
3
TFP
3
Triple Frond Partners
California
$13.9M
4
EVM
4
Eaton Vance Management
Massachusetts
$57.2M
5
NEAM
5
New England Asset Management
Connecticut
$3.86M
Name Market Value Shares Shares
Change 		Shares
Change %
YWP
576
YorkBridge Wealth Partners
New York
$9K 68 +50 +278%
RA
577
Rational Advisors
New York
$8K 58 -3,006 -98%
EARNEST Partners
578
EARNEST Partners
Georgia
$8K 62 – –
ESB
579
Essex Savings Bank
Connecticut
$7K 52 – –
WAP
580
Wealthcare Advisory Partners
Pennsylvania
$7K 49 – –
AIA
581
Alera Investment Advisors
Illinois
$7K 49 +21 +75%
BAMG
582
Brand Asset Management Group
Missouri
$7K 54 +54 New
KFS
583
Kelly Financial Services
Massachusetts
$6.66K 50 +50 New
KL
584
KWMG LLC
Kansas
$6K 44 -7 -14%
RIA
585
Realta Investment Advisors
Delaware
$6K 45 +45 New
CB
586
CNB Bank
Pennsylvania
$6K 45 +45 New
MFW
587
Mosaic Family Wealth
Missouri
$6K 47 +47 New
PFO
588
Pathstone Family Office
New Jersey
$5K 38 +38 New
SWA
589
Sutton Wealth Advisors
Florida
$4.66K 35 +11 +46%
CIAS
590
Capital Investment Advisory Services
North Carolina
$4K 30 – –
TFO
591
Tarbox Family Office
California
$4K 27 – –
MSA
592
Marino Stram & Associates
Massachusetts
$4K 30 – –
TA
593
TCG Advisors
Texas
$4K 28 +28 New
HIM
594
Hillsdale Investment Management
Ontario, Canada
$3K 25 +5 +25%
PWM
595
PRW Wealth Management
Massachusetts
$3K 20 +16 +400%
OWA
596
One Wealth Advisors
California
$3K 22 +22 New
GEA
597
Glen Eagle Advisors
New Jersey
$2.26K 17 -1 -6%
OFW
598
Omnia Family Wealth
Florida
$2K 16 – –
Fidelity International
599
Fidelity International
Bermuda
$2K 16 +1 +7%
CFA
600
Camarda Financial Advisors
Florida
$2K 14 +14 New
22 23
24
25 26