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Verisk Analytics
VRSK

Overview Fund Activity

795 hedge funds and large institutions have $26.5B invested in Verisk Analytics in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 295 increasing their positions, 284 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+9
Holders Change %
+1.15%
% of All Funds
12.72%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
85
Increased
295
Reduced
284
Closed
61
Calls
$10.6M
Puts
$19.5M
Net Calls
-$8.85M
Net Calls Change
-$4.61M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$191M
2
Two Sigma Investments
Two Sigma Investments
New York
+$148M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$121M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$106M
5
VNIM
Vaughan Nelson Investment Management
Texas
+$91.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$476M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$220M
3
Parnassus Investments
Parnassus Investments
California
-$197M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$195M
5
HL
Harding Loevner
New Jersey
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
576
Hengehold Capital Management
Ohio
$318K – – –
HWM
577
HB Wealth Management
Georgia
$318K +$36.6K +191 +13%
SPA
578
Shore Point Advisors
New Jersey
$316K +$38.4K +200 +14%
PA
579
Parallel Advisors
California
$314K +$19.8K +103 +7%
AG
580
Ascent Group
Virginia
$313K +$73.3K +382 +31%
BPA
581
Beacon Pointe Advisors
California
$311K +$17.8K +93 +6%
FP
582
Foundry Partners
Minnesota
$309K -$4.41K -23 -1%
CPW
583
Crestmont Private Wealth
Texas
$308K +$43.7K +228 +17%
CCM
584
Coldstream Capital Management
Washington
$307K +$15.4K +80 +5%
MIM
585
Meixler Investment Management
Arizona
$300K -$29.2K -152 -9%
FL
586
Fort LP
Maryland
$300K -$120K -627 -29%
NP
587
NorthRock Partners
Minnesota
$299K +$53.5K +279 +22%
PPC
588
Park Place Capital
Alabama
$294K -$23K -120 -7%
WC
589
Waterloo Capital
Texas
$294K +$294K +1,530 New
HCM
590
Heathbridge Capital Management
Ontario, Canada
$293K -$9.59K -50 -3%
PFO
591
Pathstone Family Office
New Jersey
$289K -$1.32M -6,921 -82%
WPC
592
Wedmont Private Capital
Pennsylvania
$288K +$288K +1,513 New
OWM
593
OneAscent Wealth Management
Alabama
$286K -$4.22K -22 -1%
UCFA
594
United Capital Financial Advisors
Texas
$286K +$960 +5 +0.3%
FCP
595
Fidelis Capital Partners
Florida
$284K +$284K +1,348 New
SOW
596
State of Wyoming
Wyoming
$282K +$228K +1,189 +423%
TSS
597
Two Sigma Securities
New York
$281K +$281K +1,466 New
WTC
598
WhitTier Trust Company
Nevada
$280K +$16.1K +84 +6%
NW
599
NewEdge Wealth
Pennsylvania
$276K +$36.7K +191 +15%
PAG
600
Private Advisor Group
New Jersey
$271K +$271K +1,414 New
22 23
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