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Verisk Analytics
VRSK

Overview Fund Activity

865 hedge funds and large institutions have $30.1B invested in Verisk Analytics in 2023 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 259 increasing their positions, 370 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
Holders Change
+70
Holders Change %
+8.81%
% of All Funds
13.64%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
119
Increased
259
Reduced
370
Closed
44
Calls
$113M
Puts
$21.4M
Net Calls
+$92.1M
Net Calls Change
+$101M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$209M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.07B
3
Artisan Partners
3
Artisan Partners
Wisconsin
$302M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$368M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$170M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.67B
2
Parnassus Investments
2
Parnassus Investments
California
$806M
3
Citadel Advisors
3
Citadel Advisors
Florida
$231M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$503M
5
BlackRock
5
BlackRock
New York
$2.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
ALAM
626
Asahi Life Asset Management
Japan
$348K +$348K +1,540 New
FCP
627
Fidelis Capital Partners
Florida
$329K +$24.6K +109 +8%
WTC
628
WhitTier Trust Company
Nevada
$328K -$2.03K -9 -0.6%
PPC
629
Park Place Capital
Alabama
$328K -$18.5K -82 -5%
BPA
630
Beacon Pointe Advisors
California
$327K -$39.3K -174 -11%
OWM
631
OneAscent Wealth Management
Alabama
$321K -$15.6K -69 -5%
MA
632
MJP Associates
Connecticut
$319K +$319K +1,413 New
SAM
633
Shell Asset Management
Netherlands
$314K -$120K -532 -28%
CI Investments Inc
634
CI Investments Inc
Ontario, Canada
$313K -$5.42K -24 -2%
CFG
635
Citizens Financial Group
Rhode Island
$310K -$271K -1,199 -47%
OFS
636
OneAscent Financial Services
Alabama
$310K +$5.88K +26 +2%
DWT
637
Dorsey & Whitney Trust
South Dakota
$310K +$310K +1,371 New
KCM
638
Kathmere Capital Management
Pennsylvania
$310K +$31K +137 +11%
KWM
639
Kolinsky Wealth Management
New Jersey
$309K +$52K +233 +20%
FL
640
Fort LP
Maryland
$309K -$44.8K -198 -13%
EFM
641
E Fund Management
China
$306K -$71.1K -315 -19%
WS
642
Wedbush Securities
California
$305K -$120K -531 -28%
NW
643
NewEdge Wealth
Pennsylvania
$304K -$21.3K -94 -7%
PCP
644
Proficio Capital Partners
Massachusetts
$304K +$4.97K +22 +2%
TWI
645
Thomas White International
Illinois
$302K – – –
BWP
646
Balboa Wealth Partners
Arizona
$302K -$89K -394 -23%
IAS
647
Insigneo Advisory Services
Florida
$302K +$302K +1,335 New
PWG
648
Portside Wealth Group
Utah
$301K +$301K +1,332 New
MG
649
Meritage Group
California
$296K -$19.4K -86 -6%
IAN
650
Integrated Advisors Network
Texas
$296K +$32.5K +144 +12%
24 25
26
27 28