VRSK icon

Verisk Analytics
VRSK

Overview Fund Activity

655 hedge funds and large institutions have $22.1B invested in Verisk Analytics in 2019 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 235 increasing their positions, 241 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+47
Holders Change %
+7.73%
% of All Funds
14.25%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
92
Increased
235
Reduced
241
Closed
38
Calls
$10.7M
Puts
$11.1M
Net Calls
-$378K
Net Calls Change
-$5.83M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$177M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$172M
3
BlackRock
BlackRock
New York
$1.74B
4
Deutsche Bank
Deutsche Bank
Germany
$253M
5
Citadel Advisors
Citadel Advisors
Florida
$59.2M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$11.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$807M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$695K
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$158M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$898M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
626
Wealthcare Advisory Partners
Pennsylvania
$7K – – –
RIA
627
Realta Investment Advisors
Delaware
$7K – – –
TFO
628
Tarbox Family Office
California
$7K +$3.22K +23 +85%
TRCT
629
Tower Research Capital (TRC)
New York
$6K -$582K -3,685 -99%
SWA
630
Sutton Wealth Advisors
Florida
$5.86K +$732 +5 +14%
CB
631
CNB Bank
Pennsylvania
$4K -$2.43K -17 -38%
HIM
632
Hillsdale Investment Management
Ontario, Canada
$4K – – –
TA
633
TCG Advisors
Texas
$4K – – –
EWA
634
Evolution Wealth Advisors
Florida
$3K +$3K +18 New
M
635
MOTCO
Texas
$3K +$3K +19 New
RCG
636
Ruggie Capital Group
Florida
$3K +$3K +21 New
GEA
637
Glen Eagle Advisors
New Jersey
$2.49K – – –
FANJ
638
Financial Architects (New Jersey)
New Jersey
$2K -$112K -843 -98%
Fidelity International
639
Fidelity International
Bermuda
$2K -$133 -1 -6%
CFA
640
Camarda Financial Advisors
Florida
$2K – – –
FBT
641
First Bank & Trust
South Dakota
$2K +$2K +11 New
PCTC
642
Perkins Coie Trust Company
Washington
$2K +$2K +13 New
BL
643
Balentine LLC
Georgia
$2K +$2K +15 New
BWM
644
BerganKDV Wealth Management
Minnesota
$1K – – –
TCA
645
Tortoise Capital Advisors
Kansas
$1K – – –
AWM
646
Avior Wealth Management
Nebraska
$1K +$1K +6 New
AS
647
Altshuler Shaham
Israel
$1K +$1K +9 New
SCA
648
Stonebridge Capital Advisors
Minnesota
$1K +$1K +10 New
MWM
649
Meridian Wealth Management
Kentucky
$696 +$696 +475 New
W
650
WealthStone
Ohio
$585 +$585 +4 New
24 25
26
27 28