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Verisk Analytics
VRSK

Overview Fund Activity

786 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 266 increasing their positions, 311 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+14
Holders Change %
+1.81%
% of All Funds
12.68%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
93
Increased
266
Reduced
311
Closed
65
Calls
$9.95M
Puts
$14.2M
Net Calls
-$4.24M
Net Calls Change
+$1.09M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$474M
2
Citadel Advisors
Citadel Advisors
Florida
+$128M
3
BlackRock
BlackRock
New York
+$105M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$89.7M
5
Millennium Management
Millennium Management
New York
+$81.4M

Top Sellers

1
ACM
AKRE Capital Management
Virginia
-$428M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$187M
3
Parnassus Investments
Parnassus Investments
California
-$129M
4
Franklin Resources
Franklin Resources
California
-$117M
5
Goldman Sachs
Goldman Sachs
New York
-$96.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
601
ASB Consultores
Florida
$226K -$70.4K -399 -24%
NP
602
NorthRock Partners
Minnesota
$225K +$225K +1,277 New
ONB
603
Old National Bancorp
Indiana
$224K – – –
AG
604
Ascent Group
Virginia
$221K +$3.53K +20 +2%
NW
605
NewEdge Wealth
Pennsylvania
$220K -$26.3K -149 -11%
TCM
606
Tandem Capital Management
New Jersey
$220K +$706 +4 +0.3%
SWM
607
Spire Wealth Management
Virginia
$219K +$11.3K +64 +5%
CSI
608
Cross Staff Investments
New York
$219K – – –
MAM
609
Madison Asset Management
Wisconsin
$213K -$157K -894 -42%
IAN
610
Integrated Advisors Network
Texas
$210K -$39.3K -223 -16%
BSI
611
Bennett Selby Investments
Maine
$207K +$207K +1,172 New
VFA
612
Valeo Financial Advisors
Indiana
$206K +$206K +1,170 New
BTI
613
Blue Trust Inc
Georgia
$205K +$103K +607 +102%
UF
614
Univest Financial
Pennsylvania
$201K +$201K +1,138 New
AA
615
Apriem Advisors
California
$201K +$201K +1,137 New
KTC
616
Kistler-Tiffany Companies
Pennsylvania
$199K +$175K +992 +729%
CI Investments Inc
617
CI Investments Inc
Ontario, Canada
$193K +$43.8K +249 +29%
PFBT
618
Parkside Financial Bank & Trust
Missouri
$190K +$20.5K +116 +12%
EWM
619
Evermay Wealth Management
Virginia
$190K – – –
SIM
620
Sentry Investment Management
Wisconsin
$184K -$5.82K -33 -3%
CCM
621
Copeland Capital Management
Pennsylvania
$182K – – –
AAM
622
Advisors Asset Management
Colorado
$179K -$308K -1,748 -63%
PAM
623
Paradigm Asset Management
New York
$176K – – –
WPWM
624
Western Pacific Wealth Management
Illinois
$176K – – –
BCM
625
Blume Capital Management
California
$167K – – –
23 24
25
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