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Verisk Analytics
VRSK

Overview Fund Activity

676 hedge funds and large institutions have $21.8B invested in Verisk Analytics in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 252 increasing their positions, 237 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
676
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
13.35%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.22%
New
83
Increased
252
Reduced
237
Closed
69
Calls
$26.8M
Puts
$22M
Net Calls
+$4.82M
Net Calls Change
+$23.7M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.02B
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.67B
3
Truist Financial
Truist Financial
North Carolina
$100M
4
AllianceBernstein
AllianceBernstein
Tennessee
$534M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$74.4M

Top Sellers

1
Invesco
Invesco
Georgia
$205M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21M
3
WRF
Waddell & Reed Financial
Kansas
$90.9M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$2K
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$685M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
651
Center for Financial Planning
Michigan
$6K +$6K +38 New
SWA
652
Sutton Wealth Advisors
Florida
$5.97K – – –
HIM
653
Hillsdale Investment Management
Ontario, Canada
$5K – – –
EWA
654
Evolution Wealth Advisors
Florida
$4K +$1.52K +11 +61%
WLPWM
655
Walled Lake Planning & Wealth Management
Illinois
$4K +$4K +30 New
SQA
656
Simon Quick Advisors
New Jersey
$3K +$3K +18 New
DI
657
Disciplined Investments
Oklahoma
$3K +$3K +18 New
MF
658
Manchester Financial
California
$3K +$3K +20 New
1832 Asset Management
659
1832 Asset Management
Ontario, Canada
$2K -$82.3M -658,664 -100%
Fidelity International
660
Fidelity International
Bermuda
$2K -$1.09K -6 -35%
FANJ
661
Financial Architects (New Jersey)
New Jersey
$2K – – –
PMFA
662
Plante Moran Financial Advisors
Michigan
$2K – – –
WCM
663
Wealthcare Capital Management
Virginia
$2K +$2K +15 New
BAM
664
Bellevue Asset Management
Washington
$2K +$2K +15 New
FPFS
665
First Personal Financial Services
North Carolina
$1K -$56.6K -453 -98%
TCA
666
Tortoise Capital Advisors
Kansas
$1K – – –
BWM
667
BerganKDV Wealth Management
Minnesota
$1K – – –
PWP
668
Personal Wealth Partners
Minnesota
$1K – – –
LWM
669
Liberty Wealth Management
California
$1K +$1K +9 New
WT
670
Whittier Trust
California
$1K +$1K +10 New
GEA
671
Glen Eagle Advisors
New Jersey
$299 – – –
PGAM
672
Princeton Global Asset Management
New Jersey
$9 +$9 +63 New
JCM
673
Junto Capital Management
New York
– -$28.6M -180,650 Closed
Marshall Wace
674
Marshall Wace
United Kingdom
– -$22.2M -140,191 Closed
CPC
675
Cookson Peirce & Co
Pennsylvania
– -$18.5M -116,831 Closed
25 26
27
28 29