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Verisk Analytics
VRSK

Overview Fund Activity

655 hedge funds and large institutions have $22.1B invested in Verisk Analytics in 2019 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 235 increasing their positions, 241 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+47
Holders Change %
+7.73%
% of All Funds
14.25%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
92
Increased
235
Reduced
241
Closed
38
Calls
$10.7M
Puts
$11.1M
Net Calls
-$378K
Net Calls Change
-$5.83M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$177M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$172M
3
BlackRock
BlackRock
New York
$1.74B
4
Deutsche Bank
Deutsche Bank
Germany
$253M
5
Citadel Advisors
Citadel Advisors
Florida
$59.2M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$11.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$807M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$695K
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$158M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$898M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
576
Carroll Financial Associates
North Carolina
$64K -$1.75K -12 -3%
WTC
577
WhitTier Trust Company
Nevada
$59K – – –
IWA
578
IBEX Wealth Advisors
New Jersey
$57K +$57K +394 New
CIA
579
CSat Investment Advisory
Michigan
$54K +$37.7K +257 +232%
S
580
SignatureFD
Georgia
$50K +$20.4K +138 +69%
CBOA
581
Commonwealth Bank of Australia
Australia
$47K +$14.5K +104 +45%
GWS
582
Glassman Wealth Services
Virginia
$45K +$8.41K +57 +23%
Point72 Asset Management
583
Point72 Asset Management
Connecticut
$44K +$44K +300 New
EWM
584
Executive Wealth Management
Michigan
$43K – – –
RWA
585
Ropes Wealth Advisors
Massachusetts
$43K – – –
AF
586
Advisornet Financial
Minnesota
$35K – – –
FCA
587
FinTrust Capital Advisors
South Carolina
$33K -$12.9K -88 -28%
ClearBridge Investments
588
ClearBridge Investments
New York
$33K – – –
TWA
589
TCI Wealth Advisors
Arizona
$31K – – –
HGWM
590
Harvest Group Wealth Management
Massachusetts
$28K – – –
CJA
591
C-J Advisory
California
$25K – – –
RFA
592
Reilly Financial Advisors
California
$24K – – –
WB
593
Webster Bank
Connecticut
$24K – – –
PA
594
Parallel Advisors
California
$23K – – –
BCA
595
Berman Capital Advisors
Georgia
$23K +$2.68K +19 +13%
PCP
596
Proficio Capital Partners
Massachusetts
$23K +$4.33K +29 +23%
YWP
597
YorkBridge Wealth Partners
New York
$23K +$13.2K +91 +134%
TCOV
598
Trust Company of Vermont
Vermont
$22K +$10.2K +70 +86%
MAM
599
Meeder Asset Management
Ohio
$22K +$22K +147 New
PCG
600
Private Capital Group
Connecticut
$21K -$8.36K -76 -28%
22 23
24
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