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Verisk Analytics

702 hedge funds and large institutions have $24.8B invested in Verisk Analytics in 2020 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 271 increasing their positions, 229 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+57
Holders Change %
+8.84%
% of All Funds
14.43%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.25%
New
107
Increased
271
Reduced
229
Closed
48
Calls
$54.1M
Puts
$20.8M
Net Calls
+$33.3M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GWS
626
Glassman Wealth Services
Virginia
$37K +$4.28K +25 +13%
PCG
627
Private Capital Group
Connecticut
$36K -$9.13K -53 -20%
CFA
628
Carroll Financial Associates
North Carolina
$34K -$1.16K -7 -3%
BCA
629
Berman Capital Advisors
Georgia
$34K +$667 +4 +2%
LC
630
Lindbrook Capital
California
$34K +$2.72K +16 +9%
AIM
631
AIA Investment Management
Singapore
$32K -$45.8K -266 -59%
HGWM
632
Harvest Group Wealth Management
Massachusetts
$32K
VFA
633
Valeo Financial Advisors
Indiana
$32K +$2.54K +15 +9%
SL
634
Savior LLC
Massachusetts
$31K
CDIA
635
Capital Directions Investment Advisors
Georgia
$29K
RFA
636
Reilly Financial Advisors
California
$28K
WB
637
Webster Bank
Connecticut
$28K
VCM
638
Vigilant Capital Management
Maine
$26K
AA
639
Ancora Advisors
Ohio
$26K
KWM
640
Keebeck Wealth Management
Illinois
$25K +$25K +150 New
PWMG
641
Prestige Wealth Management Group
New Jersey
$23K +$8.69K +51 +61%
RFWA
642
RPg Family Wealth Advisory
Massachusetts
$21.4K
CI
643
CX Institutional
Indiana
$21K +$8K +48 +62%
BBA
644
Braun-Bostich & Associates
Pennsylvania
$20K +$6.38K +37 +47%
TCOV
645
Trust Company of Vermont
Vermont
$19K
SLF
646
Sun Life Financial
Ontario, Canada
$17K -$876 -5 -5%
SWM
647
Sugarloaf Wealth Management
Georgia
$17K
WEC
648
Winslow Evans & Crocker
Massachusetts
$17K +$3.4K +20 +25%
WOC
649
West Oak Capital
California
$17K +$17K +100 New
TSW
650
Thompson Siegel & Walmsley
Virginia
$16K