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Verisk Analytics

828 hedge funds and large institutions have $33.2B invested in Verisk Analytics in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 300 increasing their positions, 258 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 54

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

16% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 258

14% more capital invested

Capital invested by funds: $29.2B → $33.2B (+$3.98B)

11% more funds holding

Funds holding: 749828 (+79)

0.22% less ownership

Funds ownership: 90.44%90.22% (-0.22%)

45% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $23.1M

Holders
828
Holders Change
+79
Holders Change %
+10.55%
% of All Funds
12.74%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
143
Increased
300
Reduced
258
Closed
54
Calls
$12.6M
Puts
$23.1M
Net Calls
-$10.5M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
PVH
601
Psagot Value Holdings
Israel
$364K
BTWM
602
Baker Tilly Wealth Management
Wisconsin
$361K +$88.4K +405 +35%
NERM
603
New England Research & Management
Illinois
$360K
CG
604
Caprock Group
Idaho
$352K +$56.5K +259 +20%
FT
605
Fiduciary Trust
Massachusetts
$351K -$288K -1,320 -46%
Los Angeles Capital Management
606
Los Angeles Capital Management
California
$350K -$4.36K -20 -1%
SIM
607
Sentry Investment Management
Wisconsin
$344K
SIG
608
Sky Investment Group
Connecticut
$344K
BONST
609
Bank of Nova Scotia Trust
Ontario, Canada
$335K +$27.9K +128 +10%
HNB
610
Huntington National Bank
Ohio
$334K +$26.2K +120 +9%
SPC
611
Sigma Planning Corp
Michigan
$332K -$1.96K -9 -0.6%
LSA
612
Leonteq Securities AG
Switzerland
$332K +$1.53K +7 +0.5%
LHC
613
Little House Capital
Massachusetts
$322K +$17.2K +79 +6%
MGP
614
Metis Global Partners
California
$322K +$307K +1,409 New
FC
615
Financial Consulate
Maryland
$318K -$65.9K -302 -18%
CGL
616
Clarius Group LLC
Washington
$313K +$6.55K +30 +2%
WA
617
Wealth Alliance
New York
$313K +$56.1K +257 +23%
CCM
618
Coldstream Capital Management
Washington
$313K +$299K +1,369 New
TMAM
619
Tokio Marine Asset Management
Japan
$310K +$16.6K +76 +6%
CSI
620
Cross Staff Investments
New York
$307K +$293K +1,341 New
NAM
621
NorthCrest Asset Manangement
Minnesota
$299K +$285K +1,308 New
IIC
622
Integrated Investment Consultants
Michigan
$293K -$3.49K -16 -1%
AAP
623
Arax Advisory Partners
Colorado
$285K -$32.5K -149 -11%
PFBT
624
Parkside Financial Bank & Trust
Missouri
$285K -$18.5K -85 -6%
Lido Advisors
625
Lido Advisors
California
$280K +$268K +1,227 New