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Verisk Analytics
VRSK

Overview Fund Activity

871 hedge funds and large institutions have $31.2B invested in Verisk Analytics in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 298 increasing their positions, 351 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+6
Holders Change %
+0.69%
% of All Funds
13.89%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
81
Increased
298
Reduced
351
Closed
62
Calls
$234M
Puts
$44.8M
Net Calls
+$189M
Net Calls Change
+$96.8M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$501M
2
Citigroup
Citigroup
New York
+$439M
3
UIM
USS Investment Management
United Kingdom
+$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$92.8M
5
Franklin Resources
Franklin Resources
California
+$75M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$211M
2
Millennium Management
Millennium Management
New York
-$169M
3
Citadel Advisors
Citadel Advisors
Florida
-$166M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$156M
5
Two Sigma Investments
Two Sigma Investments
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
601
Azzad Asset Management
Virginia
$395K -$150K -637 -28%
SWM
602
Spire Wealth Management
Virginia
$394K +$1.18K +5 +0.3%
SPA
603
Shore Point Advisors
New Jersey
$389K – – –
MA
604
MJP Associates
Connecticut
$385K +$51.5K +218 +15%
BBA
605
Braun-Bostich & Associates
Pennsylvania
$383K +$383K +1,623 New
BRWA
606
B. Riley Wealth Advisors
Florida
$383K +$383K +1,623 New
PL
607
Perpetual Ltd
Australia
$383K -$478K -2,022 -56%
BFM
608
Boothbay Fund Management
New York
$382K -$83.9K -355 -18%
PPC
609
Park Place Capital
Alabama
$380K +$37.1K +157 +11%
Lido Advisors
610
Lido Advisors
California
$379K +$110K +466 +41%
MNBTD
611
Moody National Bank Trust Division
Texas
$378K -$30K -127 -7%
WP
612
WMS Partners
Maryland
$378K -$136K -577 -27%
CCM
613
Coldstream Capital Management
Washington
$377K -$7.56K -32 -2%
EFM
614
E Fund Management
China
$377K +$56.9K +241 +18%
NW
615
NewEdge Wealth
Pennsylvania
$376K +$58.1K +246 +18%
AAP
616
Arax Advisory Partners
Colorado
$371K +$234K +992 +172%
RP
617
Riverwater Partners
Wisconsin
$366K -$48.7K -206 -12%
CI
618
Cigna Investments
Connecticut
$363K -$61.2K -259 -14%
FCP
619
Fidelis Capital Partners
Florida
$363K +$18.4K +78 +5%
PWG
620
Portside Wealth Group
Utah
$358K +$43K +182 +14%
KIA
621
KLR Investment Advisors
Rhode Island
$356K -$8.83K -46 -2%
AF
622
Allworth Financial
California
$356K +$53.4K +226 +18%
Arrowstreet Capital
623
Arrowstreet Capital
Massachusetts
$355K +$355K +1,504 New
VAS
624
Vestmark Advisory Solutions
Massachusetts
$351K -$1.58M -6,707 -82%
PA
625
Procyon Advisors
Connecticut
$349K +$349K +1,479 New
23 24
25
26 27