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Verisk Analytics
VRSK

Overview Fund Activity

865 hedge funds and large institutions have $30.1B invested in Verisk Analytics in 2023 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 259 increasing their positions, 370 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
Holders Change
+70
Holders Change %
+8.81%
% of All Funds
13.64%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
119
Increased
259
Reduced
370
Closed
44
Calls
$113M
Puts
$21.4M
Net Calls
+$92.1M
Net Calls Change
+$101M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$209M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.07B
3
Artisan Partners
3
Artisan Partners
Wisconsin
$302M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$368M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$170M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.67B
2
Parnassus Investments
2
Parnassus Investments
California
$806M
3
Citadel Advisors
3
Citadel Advisors
Florida
$231M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$503M
5
BlackRock
5
BlackRock
New York
$2.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
576
Main Street Financial Solutions
Pennsylvania
$476K -$14K -62 -3%
CA
577
Cetera Advisors
Colorado
$469K -$28.9K -128 -6%
SIG
578
Sky Investment Group
Connecticut
$469K -$5.65K -25 -1%
DP
579
Dearborn Partners
Illinois
$465K -$17K -75 -4%
LAS
580
LWM Advisory Services
Florida
$463K -$137K -606 -23%
EWA
581
EP Wealth Advisors
California
$462K -$139K -7,258 -23%
QCG
582
Quadrant Capital Group
Ohio
$460K +$13.8K +61 +3%
AI
583
AdvisorShares Investments
Maryland
$460K +$460K +2,034 New
Northwestern Mutual Wealth Management
584
Northwestern Mutual Wealth Management
Wisconsin
$456K +$11.8K +52 +3%
KTC
585
Kistler-Tiffany Companies
Pennsylvania
$453K -$7.91K -35 -2%
MFG
586
Merit Financial Group
Georgia
$450K +$47.2K +209 +12%
AT
587
Avalon Trust
New Mexico
$450K -$11.3K -50 -2%
PTC
588
Petrus Trust Company
Texas
$448K +$448K +1,982 New
BFM
589
Boothbay Fund Management
New York
$446K +$446K +1,972 New
LPP
590
Long Path Partners
Connecticut
$445K +$445K +1,970 New
KPWS
591
Kestra Private Wealth Services
Texas
$433K +$12.7K +56 +3%
KIA
592
KLR Investment Advisors
Rhode Island
$430K -$7.69K -34 -2%
CC
593
Chicago Capital
Illinois
$428K – – –
FMAEN1
594
Fund Management at Engine No 1
California
$426K -$2.71K -12 -0.6%
DC
595
Diametric Capital
Massachusetts
$423K +$423K +1,872 New
Empower Advisory Group
596
Empower Advisory Group
Colorado
$423K -$493K -2,181 -54%
SC
597
Saiph Capital
New Jersey
$418K +$1.13K +5 +0.3%
CPIG
598
Chicago Partners Investment Group
Illinois
$417K -$181K -780 -30%
CIC
599
Chilton Investment Company
Connecticut
$415K -$2.03K -9 -0.5%
HWM
600
HB Wealth Management
Georgia
$407K +$32.8K +145 +9%
22 23
24
25 26