VRSK icon

Verisk Analytics
VRSK

Overview Fund Activity

772 hedge funds and large institutions have $24.3B invested in Verisk Analytics in 2022 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 281 increasing their positions, 288 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
13.35%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
73
Increased
281
Reduced
288
Closed
65
Calls
$10.8M
Puts
$16.1M
Net Calls
-$5.32M
Net Calls Change
+$11.9M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$98.7M
2
Invesco
Invesco
Georgia
+$76.9M
3
Norges Bank
Norges Bank
Norway
+$56.3M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$33.6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$33.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$446M
2
Barclays
Barclays
United Kingdom
-$191M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$155M
4
ESCM
Echo Street Capital Management
New York
-$54M
5
DZ Bank
DZ Bank
Germany
-$46.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
576
ASB Consultores
Florida
$287K +$62.7K +367 +28%
HCM
577
Hengehold Capital Management
Ohio
$284K – – –
EWM
578
Endurance Wealth Management
Rhode Island
$281K – – –
TFS
579
Thoroughbred Financial Services
Tennessee
$278K – – –
JF
580
Jump Financial
Illinois
$273K +$273K +1,603 New
CGL
581
Clarius Group LLC
Washington
$272K +$28.1K +165 +12%
HWMA
582
Heritage Wealth Management (Arizona)
Arizona
$262K +$5.46K +32 +2%
PA
583
Parallel Advisors
California
$262K +$31.6K +185 +14%
OWM
584
OneAscent Wealth Management
Alabama
$257K -$69.8K -409 -21%
FMAEN1
585
Fund Management at Engine No 1
California
$257K -$14.8K -87 -5%
WFA
586
Wipfli Financial Advisors
Wisconsin
$256K +$256K +1,500 New
WA
587
Wealth Alliance
New York
$256K +$256K +1,501 New
APA
588
American Portfolios Advisors
New York
$248K +$62.4K +366 +34%
VIA
589
Vident Investment Advisory
Georgia
$248K -$7.04K -48 -3%
FC
590
Financial Consulate
Maryland
$247K +$8.52K +50 +4%
Holocene Advisors
591
Holocene Advisors
New York
$246K -$8.49M -49,705 -97%
SPA
592
Shore Point Advisors
New Jersey
$246K – – –
BCMIO
593
Beacon Capital Management Inc (Ohio)
Ohio
$243K – – –
IAN
594
Integrated Advisors Network
Texas
$241K -$12.6K -74 -5%
NW
595
NewEdge Wealth
Pennsylvania
$238K +$1.87K +11 +0.8%
WTC
596
WhitTier Trust Company
Nevada
$233K +$7.34K +43 +3%
AF
597
Allworth Financial
California
$232K +$21.6K +127 +10%
PAG
598
Private Advisor Group
New Jersey
$231K -$4.6M -26,984 -95%
HWM
599
HB Wealth Management
Georgia
$231K +$231K +1,354 New
IWM
600
IHT Wealth Management
Illinois
$231K +$231K +1,357 New
22 23
24
25 26