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Verisk Analytics
VRSK

Overview Fund Activity

772 hedge funds and large institutions have $24.3B invested in Verisk Analytics in 2022 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 281 increasing their positions, 288 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
13.35%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
73
Increased
281
Reduced
288
Closed
65
Calls
$10.8M
Puts
$16.1M
Net Calls
-$5.32M
Net Calls Change
+$11.9M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$98.7M
2
Invesco
Invesco
Georgia
+$76.9M
3
Norges Bank
Norges Bank
Norway
+$56.3M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$33.6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$33.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$446M
2
Barclays
Barclays
United Kingdom
-$191M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$155M
4
ESCM
Echo Street Capital Management
New York
-$54M
5
DZ Bank
DZ Bank
Germany
-$46.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
601
Proficio Capital Partners
Massachusetts
$230K +$3.92K +23 +2%
5L
602
55I LLC
Massachusetts
$229K +$229K +1,341 New
PGFC
603
Peapack-Gladstone Financial Corp
New Jersey
$226K +$226K +1,325 New
LNC
604
Lincoln National Corp
Pennsylvania
$226K +$226K +1,329 New
AG
605
Ascent Group
Virginia
$225K -$29.4K -161 -12%
IIC
606
Integrated Investment Consultants
Michigan
$223K +$853 +5 +0.4%
OFS
607
OneAscent Financial Services
Alabama
$222K -$47.8K -280 -18%
KWM
608
Kolinsky Wealth Management
New Jersey
$218K +$218K +1,278 New
ONB
609
Old National Bancorp
Indiana
$216K -$14.8K -87 -6%
MAM
610
Magellan Asset Management
Australia
$215K -$54.8K -321 -20%
CSI
611
Cross Staff Investments
New York
$211K – – –
TCM
612
Tandem Capital Management
New Jersey
$208K – – –
AWM
613
Apollon Wealth Management
South Carolina
$207K +$207K +1,216 New
KCM
614
Kathmere Capital Management
Pennsylvania
$206K +$206K +1,206 New
ET
615
Equitable Trust
Tennessee
$203K -$23.5K -138 -10%
SWM
616
Spire Wealth Management
Virginia
$201K -$89.2K -523 -31%
AAP
617
Arax Advisory Partners
Colorado
$199K -$2.73K -16 -1%
AssetMark Inc
618
AssetMark Inc
California
$192K +$62.9K +369 +49%
SIM
619
Sentry Investment Management
Wisconsin
$184K – – –
EWM
620
Evermay Wealth Management
Virginia
$183K – – –
TWI
621
Thomas White International
Illinois
$179K – – –
CCM
622
Copeland Capital Management
Pennsylvania
$176K +$683 +4 +0.4%
PAM
623
Paradigm Asset Management
New York
$171K -$17.1K -100 -9%
WPWM
624
Western Pacific Wealth Management
Illinois
$170K – – –
PFBT
625
Parkside Financial Bank & Trust
Missouri
$164K +$11.3K +66 +7%
23 24
25
26 27