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Verisk Analytics
VRSK

Overview Fund Activity

675 hedge funds and large institutions have $23.6B invested in Verisk Analytics in 2019 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 232 increasing their positions, 255 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+20
Holders Change %
+3.05%
% of All Funds
14.83%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.4%
New
75
Increased
232
Reduced
255
Closed
53
Calls
$29M
Puts
$47.9M
Net Calls
-$18.9M
Net Calls Change
-$18.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$392M
2
CS
Credit Suisse
Switzerland
$187M
3
BlackRock
BlackRock
New York
$1.96B
4
Franklin Resources
Franklin Resources
California
$644M
5
Morgan Stanley
Morgan Stanley
New York
$349M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$101M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$56.5M
3
HL
Harding Loevner
New Jersey
$420M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$800M
5
Citadel Advisors
Citadel Advisors
Florida
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
601
CSat Investment Advisory
Michigan
$64K +$6.28K +40 +11%
FCA
602
FinTrust Capital Advisors
South Carolina
$62K +$26.3K +166 +74%
Loomis, Sayles & Company
603
Loomis, Sayles & Company
Massachusetts
$62K +$62K +395 New
PA
604
Parallel Advisors
California
$61K +$36K +229 +144%
GWS
605
Glassman Wealth Services
Virginia
$48K – – –
AF
606
Advisornet Financial
Minnesota
$43K +$4.78K +30 +13%
ClearBridge Investments
607
ClearBridge Investments
New York
$43K +$7.17K +45 +20%
PCG
608
Private Capital Group
Connecticut
$42K +$12K +76 +40%
RWA
609
Ropes Wealth Advisors
Massachusetts
$41K -$5.36K -34 -12%
LC
610
Lindbrook Capital
California
$40K -$32.2K -206 -45%
CFG
611
Citizens Financial Group
Rhode Island
$37K +$18.4K +116 +99%
PCM
612
Prelude Capital Management
New York
$36K +$25.3K +159 +237%
TWA
613
TCI Wealth Advisors
Arizona
$34K – – –
MAM
614
Meeder Asset Management
Ohio
$31K +$7.99K +51 +35%
HGWM
615
Harvest Group Wealth Management
Massachusetts
$30K – – –
AS
616
Altshuler Shaham
Israel
$28K +$26.6K +170 +1,889%
SBL
617
Sargent Bickham Lagudis
Colorado
$27K -$447K -2,812 -94%
CJA
618
C-J Advisory
California
$27K – – –
CDIA
619
Capital Directions Investment Advisors
Georgia
$27K +$27K +170 New
RFA
620
Reilly Financial Advisors
California
$26K – – –
WB
621
Webster Bank
Connecticut
$26K – – –
BCA
622
Berman Capital Advisors
Georgia
$25K – – –
FHA
623
Flagship Harbor Advisors
Massachusetts
$25K +$8.28K +53 +50%
TCOV
624
Trust Company of Vermont
Vermont
$24K – – –
VCM
625
Vigilant Capital Management
Maine
$24K +$24K +151 New
23 24
25
26 27