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Verisk Analytics
VRSK

Overview Fund Activity

871 hedge funds and large institutions have $31.2B invested in Verisk Analytics in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 298 increasing their positions, 351 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+6
Holders Change %
+0.69%
% of All Funds
13.89%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
81
Increased
298
Reduced
351
Closed
62
Calls
$234M
Puts
$44.8M
Net Calls
+$189M
Net Calls Change
+$96.8M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$501M
2
Citigroup
Citigroup
New York
+$439M
3
UIM
USS Investment Management
United Kingdom
+$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$92.8M
5
Franklin Resources
Franklin Resources
California
+$75M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$211M
2
Millennium Management
Millennium Management
New York
-$169M
3
Citadel Advisors
Citadel Advisors
Florida
-$166M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$156M
5
Two Sigma Investments
Two Sigma Investments
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
576
Mather Group
Illinois
$468K +$468K +1,980 New
BPA
577
Beacon Pointe Advisors
California
$467K +$125K +531 +37%
EWA
578
EP Wealth Advisors
California
$462K -$5.26M -22,257 -92%
UFF
579
USA Financial Formulas
Michigan
$459K +$459K +1,941 New
GS
580
GTS Securities
New York
$458K +$458K +1,937 New
GWM
581
Gitterman Wealth Management
New Jersey
$458K +$458K +1,936 New
WPC
582
Wedmont Private Capital
Pennsylvania
$457K +$80.5K +330 +21%
SIG
583
Sky Investment Group
Connecticut
$455K -$35.4K -150 -7%
CC
584
Chicago Capital
Illinois
$448K – – –
TW
585
Transform Wealth
Colorado
$439K -$64.3K -272 -13%
CIC
586
Chilton Investment Company
Connecticut
$434K – – –
EGM
587
Engineers Gate Manager
New York
$431K +$124K +526 +41%
OWA
588
One Wealth Advisors
California
$428K +$428K +1,810 New
GLA
589
Great Lakes Advisors
Illinois
$425K -$1.04M -4,415 -71%
AI
590
AdvisorShares Investments
Maryland
$423K -$57.6K -244 -12%
SC
591
Saiph Capital
New Jersey
$423K -$14.7K -62 -3%
PCM
592
Penserra Capital Management
California
$421K -$82.7K -352 -16%
KCM
593
Kathmere Capital Management
Pennsylvania
$418K +$94.5K +400 +29%
PRC
594
Pearl River Capital
Michigan
$416K -$1.22M -5,169 -75%
CA
595
Clearstead Advisors
Ohio
$415K +$227K +962 +121%
PA
596
Parallel Advisors
California
$414K -$3.07K -13 -0.7%
CPIG
597
Chicago Partners Investment Group
Illinois
$409K -$5.08K -22 -1%
AAB
598
ABN AMRO Bank
Netherlands
$407K – – –
PVM
599
Palogic Value Management
Texas
$407K -$7.09K -30 -2%
COI
600
Connable Office Inc
Michigan
$402K – – –
22 23
24
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