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Verisk Analytics

828 hedge funds and large institutions have $33.2B invested in Verisk Analytics in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 300 increasing their positions, 258 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 54

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

16% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 258

14% more capital invested

Capital invested by funds: $29.2B → $33.2B (+$3.98B)

11% more funds holding

Funds holding: 749828 (+79)

0.22% less ownership

Funds ownership: 90.44%90.22% (-0.22%)

45% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $23.1M

Holders
828
Holders Change
+79
Holders Change %
+10.55%
% of All Funds
12.74%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
143
Increased
300
Reduced
258
Closed
54
Calls
$12.6M
Puts
$23.1M
Net Calls
-$10.5M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
626
CFM Wealth Partners
Texas
$279K
RCAG
627
Rehmann Capital Advisory Group
Michigan
$279K -$3.06K -14 -1%
PCP
628
Proficio Capital Partners
Massachusetts
$276K +$6.55K +30 +3%
SPWM
629
Schrum Private Wealth Management
Florida
$275K +$262K +1,202 New
JF
630
Jump Financial
Illinois
$272K +$9.6K +44 +4%
AF
631
Allworth Financial
California
$270K +$8.95K +41 +4%
CI
632
Conning Inc
Connecticut
$269K -$39.9K -183 -13%
BSI
633
Bennett Selby Investments
Maine
$268K
MOS
634
MGO One Seven
Ohio
$264K +$33.8K +155 +16%
APA
635
American Portfolios Advisors
New York
$264K +$4.15K +19 +2%
WFI
636
West Family Investments
California
$263K
MFM
637
MD Financial Management
Ontario, Canada
$261K +$60.9K +279 +32%
SB
638
Strategic Blueprint
Georgia
$260K -$77.9K -357 -24%
LS
639
Livforsakringsbolaget Skandia
Sweden
$256K -$262K -1,200 -52%
KWM
640
Kolinsky Wealth Management
New Jersey
$256K +$244K +1,118 New
MA
641
MJP Associates
Connecticut
$255K +$251K +1,149 New
EN1L
642
Engine No 1 LLC
California
$252K +$241K +1,103 New
GWM
643
Greenwich Wealth Management
Connecticut
$249K -$1.75K -8 -0.7%
CRI
644
Colonial River Investments
Virginia
$247K +$236K +1,080 New
EWM
645
Evermay Wealth Management
Virginia
$246K
ABC
646
Associated Banc-Corp
Wisconsin
$240K
HCP
647
Holt Capital Partners
Texas
$240K
MFG
648
Merit Financial Group
Georgia
$240K
FCH
649
Freestone Capital Holdings
Washington
$239K +$228K +1,043 New
FAM
650
Fenimore Asset Management
New York
$239K +$228K +1,047 New