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Verisk Analytics
VRSK

Overview Fund Activity

899 hedge funds and large institutions have $31.9B invested in Verisk Analytics in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 319 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
899
Holders Change
+28
Holders Change %
+3.21%
% of All Funds
13.18%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
109
Increased
319
Reduced
343
Closed
70
Calls
$63.8M
Puts
$29M
Net Calls
+$34.7M
Net Calls Change
-$154M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.91B
2
AllianceBernstein
AllianceBernstein
Tennessee
$839M
3
BlackRock
BlackRock
New York
$3.1B
4
Franklin Resources
Franklin Resources
California
$273M
5
SFFS
Stonehage Fleming Financial Services
Jersey
$157M

Top Sellers

1
Citigroup
Citigroup
New York
$37.2M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$112M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$349M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.64B
5
Flossbach Von Storch
Flossbach Von Storch
Germany
$68.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CQS
576
Credential Qtrade Securities
$446K +$426K +1,784 +2,124%
CCA
577
Checchi Capital Advisers
California
$441K -$91.2K -382 -17%
DT
578
Diversified Trust
Tennessee
$439K -$3.58M -15,002 -89%
Lido Advisors
579
Lido Advisors
California
$435K +$51.6K +216 +13%
JF
580
Jump Financial
Illinois
$431K -$6.34M -26,529 -94%
FCP
581
Fidelis Capital Partners
Florida
$430K +$63.3K +265 +17%
CPIG
582
Chicago Partners Investment Group
Illinois
$429K -$5.38K -22 -1%
GLA
583
Great Lakes Advisors
Illinois
$426K -$3.11K -13 -0.7%
PVM
584
Palogic Value Management
Texas
$425K +$14.3K +60 +3%
ONB
585
Old National Bancorp
Indiana
$422K -$401K -1,678 -49%
WPC
586
Wedmont Private Capital
Pennsylvania
$418K -$17K -73 -4%
GWM
587
Gitterman Wealth Management
New Jersey
$418K -$45.2K -189 -10%
AAB
588
ABN AMRO Bank
Netherlands
$412K – – –
CIC
589
Chilton Investment Company
Connecticut
$410K -$28.9K -121 -7%
EWA
590
EP Wealth Advisors
California
$406K -$60.7K -254 -13%
COI
591
Connable Office Inc
Michigan
$406K – – –
SWP
592
Stratos Wealth Partners
Ohio
$399K +$80.5K +337 +25%
CCM
593
Coldstream Capital Management
Washington
$398K +$17K +71 +4%
Wolverine Trading
594
Wolverine Trading
Illinois
$395K +$395K +1,655 New
SPA
595
Shore Point Advisors
New Jersey
$393K – – –
SWM
596
Spire Wealth Management
Virginia
$392K -$8.65K -36 -2%
PFBT
597
Parkside Financial Bank & Trust
Missouri
$391K +$164K +686 +72%
WP
598
WMS Partners
Maryland
$388K +$5.49K +23 +1%
TC
599
Telemus Capital
Michigan
$377K +$175K +731 +86%
GS
600
GTS Securities
New York
$376K -$86.9K -364 -19%
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