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Verisk Analytics
VRSK

Overview Fund Activity

676 hedge funds and large institutions have $21.8B invested in Verisk Analytics in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 252 increasing their positions, 237 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
676
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
13.35%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.22%
New
83
Increased
252
Reduced
237
Closed
69
Calls
$26.8M
Puts
$22M
Net Calls
+$4.82M
Net Calls Change
+$23.7M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$111M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$107M
3
Truist Financial
Truist Financial
North Carolina
+$88.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$80.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$74.4M

Top Sellers

1
Invesco
Invesco
Georgia
-$208M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$121M
3
WRF
Waddell & Reed Financial
Kansas
-$90.3M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$82.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$71M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
626
Realta Investment Advisors
Delaware
$12K +$5.08K +33 +73%
BBA
627
Braun-Bostich & Associates
Pennsylvania
$12K +$12K +79 New
JSC
628
Jackson Square Capital
California
$12K +$12K +80 New
SIM
629
Sonora Investment Management
Arizona
$11K – – –
FMII
630
Farmers & Merchants Investments Inc
Nebraska
$11K +$571 +4 +5%
FFC
631
First Financial Corp
Indiana
$10K – – –
AF
632
Allworth Financial
California
$10K – – –
TFO
633
Tarbox Family Office
California
$10K +$2.19K +14 +28%
SPIA
634
Steward Partners Investment Advisory
New York
$9K – – –
EARNEST Partners
635
EARNEST Partners
Georgia
$9K – – –
ZB
636
Zions Bancorporation
Utah
$9K – – –
IA
637
IndexIQ Advisors
New York
$9K +$9K +57 New
VAIA
638
Virtus Alternative Investment Advisers
Connecticut
$9K +$9K +62 New
GWM
639
Geneos Wealth Management
Colorado
$8K -$6.32K -45 -44%
CBT
640
Capital Bank & Trust
California
$8K – – –
BAMG
641
Brand Asset Management Group
Missouri
$8K – – –
SCA
642
Stonebridge Capital Advisors
Minnesota
$8K +$6.57K +46 +460%
EW
643
Evoke Wealth
California
$7.77K +$1.05K +7 +16%
KFS
644
Kelly Financial Services
Massachusetts
$7.52K – – –
MWNA
645
Marshall Wace North America
New York
$7K -$5.47M -39,071 -100%
VCM
646
Versant Capital Management
Arizona
$7K -$3.43K -23 -33%
WAP
647
Wealthcare Advisory Partners
Pennsylvania
$7K – – –
GRP
648
Global Retirement Partners
California
$7K +$7K +45 New
VCP
649
Verus Capital Partners
Arizona
$7K +$7K +47 New
TI
650
tru Independence
Oregon
$6K +$6K +38 New
24 25
26
27 28