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Verisk Analytics
VRSK

Overview Fund Activity

795 hedge funds and large institutions have $26.5B invested in Verisk Analytics in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 295 increasing their positions, 284 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+9
Holders Change %
+1.15%
% of All Funds
12.72%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
85
Increased
295
Reduced
284
Closed
61
Calls
$10.6M
Puts
$19.5M
Net Calls
-$8.85M
Net Calls Change
-$4.61M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$191M
2
Two Sigma Investments
Two Sigma Investments
New York
+$148M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$121M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$106M
5
VNIM
Vaughan Nelson Investment Management
Texas
+$91.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$476M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$220M
3
Parnassus Investments
Parnassus Investments
California
-$197M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$195M
5
HL
Harding Loevner
New Jersey
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
601
CI Investments Inc
Ontario, Canada
$271K +$60.4K +314 +29%
TFS
602
Thoroughbred Financial Services
Tennessee
$270K -$12.5K -65 -4%
MG
603
Meritage Group
California
$268K -$10.6K -55 -4%
QT
604
Quantamental Technologies
New York
$262K +$262K +1,365 New
IWM
605
IHT Wealth Management
Illinois
$261K +$261K +1,360 New
SWP
606
Stratos Wealth Partners
Ohio
$259K -$55.8K -291 -18%
OFS
607
OneAscent Financial Services
Alabama
$258K -$8.63K -45 -3%
TWI
608
Thomas White International
Illinois
$257K – – –
IWC
609
Integrated Wealth Concepts
Massachusetts
$256K +$256K +1,336 New
PGFC
610
Peapack-Gladstone Financial Corp
New Jersey
$255K +$383 +2 +0.2%
ONB
611
Old National Bancorp
Indiana
$254K +$10.7K +56 +4%
PCP
612
Proficio Capital Partners
Massachusetts
$253K -$6.33K -33 -2%
IIC
613
Integrated Investment Consultants
Michigan
$251K +$192 +1 +0.1%
AF
614
Allworth Financial
California
$239K -$7.1K -37 -3%
TCM
615
Tandem Capital Management
New Jersey
$239K -$767 -4 -0.3%
CSI
616
Cross Staff Investments
New York
$238K – – –
KCM
617
Kathmere Capital Management
Pennsylvania
$237K +$237K +1,233 New
Qube Research & Technologies (QRT)
618
Qube Research & Technologies (QRT)
United Kingdom
$233K +$233K +1,213 New
MAM
619
Madison Asset Management
Wisconsin
$232K – – –
UF
620
Univest Financial
Pennsylvania
$228K +$9.98K +52 +5%
BSI
621
Bennett Selby Investments
Maine
$225K – – –
CANY
622
Caxton Associates (New York)
New York
$224K +$224K +1,167 New
IAN
623
Integrated Advisors Network
Texas
$223K -$4.99K -26 -2%
BC
624
Bridgefront Capital
Texas
$223K +$223K +1,163 New
KWM
625
Kolinsky Wealth Management
New Jersey
$221K -$38.4K -200 -15%
23 24
25
26 27