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Verisk Analytics
VRSK

Overview Fund Activity

676 hedge funds and large institutions have $21.8B invested in Verisk Analytics in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 252 increasing their positions, 237 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
676
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
13.35%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.22%
New
83
Increased
252
Reduced
237
Closed
69
Calls
$26.8M
Puts
$22M
Net Calls
+$4.82M
Net Calls Change
+$23.7M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$111M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$107M
3
Truist Financial
Truist Financial
North Carolina
+$88.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$80.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$74.4M

Top Sellers

1
Invesco
Invesco
Georgia
-$208M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$121M
3
WRF
Waddell & Reed Financial
Kansas
-$90.3M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$82.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$71M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
576
Smithfield Trust
Pennsylvania
$66K – – –
SFSIG
577
San Francisco Sentry Investment Group
California
$64K -$16.6K -111 -21%
HPC
578
HM Payson & Co
Maine
$63K -$27.8K -187 -31%
TWA
579
TCI Wealth Advisors
Arizona
$62K +$30.3K +204 +96%
WTC
580
WhitTier Trust Company
Nevada
$61K – – –
TCWM
581
Total Clarity Wealth Management
Illinois
$60K +$60K +400 New
TRCT
582
Tower Research Capital (TRC)
New York
$57K -$388K -2,580 -87%
BL
583
Balentine LLC
Georgia
$55K +$52.8K +356 +2,373%
SC
584
Solstein Capital
California
$49K +$49K +327 New
GDP
585
Great Diamond Partners
Maine
$42K +$42K +282 New
RWA
586
Ropes Wealth Advisors
Massachusetts
$39K – – –
PCG
587
Private Capital Group
Connecticut
$39K – – –
ACM
588
Allred Capital Management
Texas
$38.4K +$38.4K +257 New
HIIFS
589
Harel Insurance Investments & Financial Services
Israel
$38K -$169K -1,143 -82%
LC
590
Lindbrook Capital
California
$36K -$2.4K -16 -6%
OPS
591
Orion Portfolio Solutions
Nebraska
$36K +$36K +239 New
CFG
592
Citizens Financial Group
Rhode Island
$35K – – –
MAM
593
Meeder Asset Management
Ohio
$35K +$5.76K +39 +20%
GWS
594
Glassman Wealth Services
Virginia
$34K -$11.7K -78 -26%
ClearBridge Investments
595
ClearBridge Investments
New York
$34K -$6.8K -45 -17%
CFA
596
Carroll Financial Associates
North Carolina
$33K -$31.8K -214 -49%
ES
597
Equitec Specialists
Illinois
$29K +$29K +196 New
HGWM
598
Harvest Group Wealth Management
Massachusetts
$28K – – –
SL
599
Savior LLC
Massachusetts
$28K +$28K +189 New
PCM
600
Penserra Capital Management
California
$27K -$1.32M -8,243 -98%
22 23
24
25 26