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Verisk Analytics
VRSK

Overview Fund Activity

702 hedge funds and large institutions have $24.8B invested in Verisk Analytics in 2020 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 271 increasing their positions, 229 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+57
Holders Change %
+8.84%
% of All Funds
14.43%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.25%
New
107
Increased
271
Reduced
229
Closed
48
Calls
$54.1M
Puts
$20.8M
Net Calls
+$33.3M
Net Calls Change
+$37.4M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$208M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$206M
3
AllianceBernstein
AllianceBernstein
Tennessee
$704M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$100M
5
BlackRock
BlackRock
New York
$2.26B

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$11.3M
2
Morgan Stanley
Morgan Stanley
New York
$76.4M
3
Parnassus Investments
Parnassus Investments
California
$677M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$47.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
601
CSat Investment Advisory
Michigan
$99K +$10.9K +64 +12%
CTC
602
Central Trust Company
Missouri
$95K -$107K -625 -53%
HIA
603
Harbor Investment Advisory
Maryland
$92K – – –
Carson Wealth (CWM LLC)
604
Carson Wealth (CWM LLC)
Nebraska
$89K – – –
IA
605
IndexIQ Advisors
New York
$81K +$71.5K +421 +752%
WTC
606
WhitTier Trust Company
Nevada
$78K +$9.16K +54 +13%
LWM
607
Lenox Wealth Management
Ohio
$77K -$1.02K -6 -1%
FHA
608
Flagship Harbor Advisors
Massachusetts
$77K +$49.6K +291 +181%
ST
609
Smithfield Trust
Pennsylvania
$75K – – –
HPC
610
HM Payson & Co
Maine
$65K -$7.53K -44 -10%
CA
611
Clearstead Advisors
Ohio
$62K – – –
TF
612
Tompkins Financial
New York
$59K -$20K -117 -25%
KPW
613
Kore Private Wealth
New York
$55K +$6.62K +39 +14%
EP
614
Eudaimonia Partners
Tennessee
$55K +$55K +322 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
615
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$55K +$55K +324 New
SC
616
Solstein Capital
California
$54K – – –
AssetMark Inc
617
AssetMark Inc
California
$53K -$965K -5,698 -95%
ETC
618
Exchange Traded Concepts
Oklahoma
$53K +$53K +311 New
TC
619
Truvestments Capital
Florida
$52K – – –
SBL
620
Sargent Bickham Lagudis
Colorado
$51K – – –
RWA
621
Ropes Wealth Advisors
Massachusetts
$44K – – –
PCM
622
Penserra Capital Management
California
$40K +$1.33K +8 +3%
TWA
623
TCI Wealth Advisors
Arizona
$39K +$2.05K +12 +6%
ClearBridge Investments
624
ClearBridge Investments
New York
$38K – – –
SFSIG
625
San Francisco Sentry Investment Group
California
$37K -$2.23K -13 -6%
23 24
25
26 27