VRSK icon

Verisk Analytics
VRSK

Overview Fund Activity

750 hedge funds and large institutions have $25.8B invested in Verisk Analytics in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 250 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-28
Holders Change %
-3.6%
% of All Funds
13.21%
Holding in Top 10
4
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-63.64%
% of All Funds
0.07%
New
77
Increased
325
Reduced
250
Closed
95
Calls
$50.5M
Puts
$85.9M
Net Calls
-$35.4M
Net Calls Change
-$33.3M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
+$380M
2
Citigroup
Citigroup
New York
+$188M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$184M
4
CGI
Comgest Global Investors
France
+$180M
5
GAM
GuardCap Asset Management
United Kingdom
+$140M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$510M
2
WCM Investment Management
WCM Investment Management
California
-$264M
3
BlackRock
BlackRock
New York
-$192M
4
Artisan Partners
Artisan Partners
Wisconsin
-$183M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
626
Harbor Investment Advisory
Maryland
$95K – – –
WTC
627
WhitTier Trust Company
Nevada
$95K +$4.06K +23 +4%
AIC
628
Ameritas Investment Company
Nebraska
$89.4K +$89.4K +506 New
Carson Wealth (CWM LLC)
629
Carson Wealth (CWM LLC)
Nebraska
$89K – – –
CI
630
CX Institutional
Indiana
$82K +$11.5K +65 +16%
IAIM
631
International Assets Investment Management
Florida
$80K +$40K +20,103 +100%
FHA
632
First Horizon Advisors
Tennessee
$77K -$31.6K -181 -29%
BCA
633
Berman Capital Advisors
Georgia
$77K +$40.2K +230 +109%
KFP
634
KB Financial Partners
New Jersey
$77K +$77K +435 New
NR
635
Newfound Research
Massachusetts
$73K -$35.3K -199 -33%
PCM
636
Penserra Capital Management
California
$71K +$11.2K +64 +19%
TCWM
637
Total Clarity Wealth Management
Illinois
$71K +$71K +400 New
EP
638
Eudaimonia Partners
Tennessee
$69K -$636K -3,624 -90%
SC
639
Solstein Capital
California
$68K +$68K +384 New
CA
640
Clearstead Advisors
Ohio
$67K – – –
HPC
641
HM Payson & Co
Maine
$67K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
642
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$66K -$11.6M -66,102 -99%
FHC
643
First Horizon Corporation
Tennessee
$66K -$8.36K -48 -11%
TFM
644
TFC Financial Management
Massachusetts
$65K – – –
MA
645
Montag & Associates
Georgia
$62K – – –
TF
646
Tompkins Financial
New York
$61K – – –
SAM
647
Sycomore Asset Management
France
$61K +$61K +339 New
AssetMark Inc
648
AssetMark Inc
California
$59K +$711 +4 +1%
MIFH
649
Migdal Insurance & Financial Holdings
Israel
$54K +$54K +306 New
GWM
650
Geneos Wealth Management
Colorado
$53K -$5.62K -30 -10%
24 25
26
27 28