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Verisk Analytics
VRSK

Overview Fund Activity

645 hedge funds and large institutions have $20.4B invested in Verisk Analytics in 2020 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 201 increasing their positions, 276 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
-31
Holders Change %
-4.59%
% of All Funds
14.25%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.35%
New
74
Increased
201
Reduced
276
Closed
100
Calls
$20.4M
Puts
$24.6M
Net Calls
-$4.13M
Net Calls Change
-$8.94M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$176M
2
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
+$80.6M
3
Artisan Partners
Artisan Partners
Wisconsin
+$68.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.8M
5
JCM
Junto Capital Management
New York
+$56.6M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$126M
2
CIP
Champlain Investment Partners
Vermont
-$76.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$74.4M
4
Goldman Sachs
Goldman Sachs
New York
-$55.1M
5
Korea Investment Corp
Korea Investment Corp
South Korea
-$43M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
601
Braun-Bostich & Associates
Pennsylvania
$11K – – –
JSC
602
Jackson Square Capital
California
$11K – – –
FMII
603
Farmers & Merchants Investments Inc
Nebraska
$11K +$141 +1 +1%
TFO
604
Tarbox Family Office
California
$11K +$2.42K +18 +28%
EWM
605
EPG Wealth Management
Georgia
$11K +$11K +76 New
DWM
606
Darwin Wealth Management
Florida
$11K +$11K +85 New
SIM
607
Sonora Investment Management
Arizona
$10K – – –
FFC
608
First Financial Corp
Indiana
$9K – – –
EARNEST Partners
609
EARNEST Partners
Georgia
$9K – – –
CFFP
610
Center for Financial Planning
Michigan
$9K +$3.57K +25 +66%
IA
611
IndexIQ Advisors
New York
$8K -$143 -1 -2%
SPIA
612
Steward Partners Investment Advisory
New York
$8K – – –
BAMG
613
Brand Asset Management Group
Missouri
$8K – – –
KFS
614
Kelly Financial Services
Massachusetts
$7.03K – – –
GWM
615
Geneos Wealth Management
Colorado
$7K -$389 -3 -5%
WAP
616
Wealthcare Advisory Partners
Pennsylvania
$7K – – –
VCP
617
Verus Capital Partners
Arizona
$7K – – –
AWA
618
Arkadios Wealth Advisors
Georgia
$6.83K +$6.83K +49 New
FCA
619
FinTrust Capital Advisors
South Carolina
$6K -$16.1K -121 -73%
VCM
620
Versant Capital Management
Arizona
$6K – – –
GRP
621
Global Retirement Partners
California
$6K – – –
SWA
622
Sutton Wealth Advisors
Florida
$5.99K +$418 +3 +8%
MIFH
623
Migdal Insurance & Financial Holdings
Israel
$5K -$162K -1,202 -97%
ZB
624
Zions Bancorporation
Utah
$5K -$2.97K -22 -37%
HIM
625
Hillsdale Investment Management
Ontario, Canada
$5K – – –
23 24
25
26 27