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Verisk Analytics
VRSK

Overview Fund Activity

786 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 266 increasing their positions, 311 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+14
Holders Change %
+1.81%
% of All Funds
12.68%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
93
Increased
266
Reduced
311
Closed
65
Calls
$9.95M
Puts
$14.2M
Net Calls
-$4.24M
Net Calls Change
+$1.09M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$474M
2
Citadel Advisors
Citadel Advisors
Florida
+$128M
3
BlackRock
BlackRock
New York
+$105M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$89.7M
5
Millennium Management
Millennium Management
New York
+$81.4M

Top Sellers

1
ACM
AKRE Capital Management
Virginia
-$428M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$187M
3
Parnassus Investments
Parnassus Investments
California
-$129M
4
Franklin Resources
Franklin Resources
California
-$117M
5
Goldman Sachs
Goldman Sachs
New York
-$96.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
576
Beacon Pointe Advisors
California
$270K -$93K -527 -26%
CCM
577
Coldstream Capital Management
Washington
$268K +$268K +1,518 New
WA
578
Wealth Alliance
New York
$267K +$2.65K +15 +1%
OWM
579
OneAscent Wealth Management
Alabama
$267K +$1.06K +6 +0.4%
QIM
580
Quantitative Investment Management
Virginia
$264K -$1.38M -7,849 -84%
UCFA
581
United Capital Financial Advisors
Texas
$262K -$69.1K -392 -21%
TFS
582
Thoroughbred Financial Services
Tennessee
$259K -$28.2K -160 -10%
IEFM
583
IQ EQ Fund Management
Ireland
$259K +$259K +1,467 New
HWM
584
HB Wealth Management
Georgia
$259K +$19.8K +112 +8%
MG
585
Meritage Group
California
$256K +$256K +1,450 New
SPA
586
Shore Point Advisors
New Jersey
$255K – – –
MFG
587
Merit Financial Group
Georgia
$251K +$251K +1,425 New
BCMIO
588
Beacon Capital Management Inc (Ohio)
Ohio
$251K – – –
BG
589
Bahl & Gaynor
Ohio
$248K -$653K -3,701 -72%
Verition Fund Management
590
Verition Fund Management
Connecticut
$246K -$508K -2,881 -67%
OFS
591
OneAscent Financial Services
Alabama
$245K +$15.7K +89 +7%
FC
592
FORA Capital
Florida
$245K +$245K +1,386 New
WTC
593
WhitTier Trust Company
Nevada
$243K +$2.12K +12 +0.9%
CPW
594
Crestmont Private Wealth
Texas
$243K +$243K +1,376 New
PCP
595
Proficio Capital Partners
Massachusetts
$239K +$706 +4 +0.3%
KWM
596
Kolinsky Wealth Management
New Jersey
$238K +$12.7K +72 +6%
TWI
597
Thomas White International
Illinois
$236K +$50.6K +287 +27%
PGFC
598
Peapack-Gladstone Financial Corp
New Jersey
$234K +$704 +4 +0.3%
IIC
599
Integrated Investment Consultants
Michigan
$230K -$176 -1 -0.1%
AF
600
Allworth Financial
California
$227K -$13.6K -77 -6%
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