VRSK icon

Verisk Analytics
VRSK

Overview Fund Activity

899 hedge funds and large institutions have $31.9B invested in Verisk Analytics in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 319 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
899
Holders Change
+28
Holders Change %
+3.21%
% of All Funds
13.18%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
109
Increased
319
Reduced
343
Closed
70
Calls
$63.8M
Puts
$29M
Net Calls
+$34.7M
Net Calls Change
-$154M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.91B
2
AllianceBernstein
AllianceBernstein
Tennessee
$839M
3
BlackRock
BlackRock
New York
$3.1B
4
Franklin Resources
Franklin Resources
California
$273M
5
SFFS
Stonehage Fleming Financial Services
Jersey
$157M

Top Sellers

1
Citigroup
Citigroup
New York
$37.2M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$112M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$349M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.64B
5
Flossbach Von Storch
Flossbach Von Storch
Germany
$68.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
626
NewEdge Wealth
Pennsylvania
$324K -$55.4K -232 -15%
PWG
627
Portside Wealth Group
Utah
$323K -$38.5K -161 -11%
RIA
628
Regal Investment Advisors
Michigan
$321K +$35.8K +150 +13%
BBA
629
Braun-Bostich & Associates
Pennsylvania
$320K -$67.6K -283 -17%
SC
630
Savant Capital
Illinois
$319K +$51.4K +215 +19%
MG
631
Meritage Group
California
$319K +$15.3K +64 +5%
CCM
632
Carlson Capital Management
Minnesota
$319K +$35.1K +147 +12%
RAM
633
Ramirez Asset Management
New York
$319K – – –
WS
634
Wedbush Securities
California
$315K – – –
IAN
635
Integrated Advisors Network
Texas
$312K +$239 +1 +0.1%
RFG
636
Range Financial Group
Oregon
$312K +$28.4K +119 +10%
EFI
637
EHP Funds Inc
Canada
$311K +$311K +1,300 New
HCM
638
Hengehold Capital Management
Ohio
$310K – – –
CGL
639
Clarius Group LLC
Washington
$309K -$22.5K -94 -7%
KA
640
Kintegral Advisory
New York
$308K +$308K +1,291 New
MG
641
Mather Group
Illinois
$303K -$170K -712 -36%
A
642
AlphaQuest
New York
$300K +$300K +1,257 New
BRWA
643
B. Riley Wealth Advisors
Florida
$299K -$88.4K -370 -23%
FT
644
Fiduciary Trust
Massachusetts
$299K – – –
TCM
645
Tandem Capital Management
New Jersey
$297K – – –
WBC
646
Westpac Banking Corp
Australia
$297K +$145K +605 +95%
CSI
647
Cross Staff Investments
New York
$296K – – –
VAS
648
Vestmark Advisory Solutions
Massachusetts
$296K -$59.2K -248 -17%
PGFC
649
Peapack-Gladstone Financial Corp
New Jersey
$295K – – –
CP
650
CenterBook Partners
Connecticut
$293K +$293K +1,225 New
24 25
26
27 28