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Verisk Analytics

730 hedge funds and large institutions have $26.9B invested in Verisk Analytics in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 287 increasing their positions, 233 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+28
Holders Change %
+3.99%
% of All Funds
14.77%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.26%
New
82
Increased
287
Reduced
233
Closed
51
Calls
$23.3M
Puts
$30.3M
Net Calls
-$6.97M
Net Calls Change
-$40.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
651
Penserra Capital Management
California
$50K +$5.88K +32 +13%
CFA
652
Carroll Financial Associates
North Carolina
$49K +$11.5K +63 +31%
RWA
653
Ropes Wealth Advisors
Massachusetts
$48K
PCG
654
Private Capital Group
Connecticut
$45K +$6.3K +34 +16%
GWS
655
Glassman Wealth Services
Virginia
$44K +$4.23K +23 +11%
SPIA
656
Steward Partners Investment Advisory
New York
$43K +$27.5K +147 +177%
TWA
657
TCI Wealth Advisors
Arizona
$42K
AIM
658
AIA Investment Management
Singapore
$40K +$5.4K +29 +16%
SFSIG
659
San Francisco Sentry Investment Group
California
$39K -$1.11K -6 -3%
BCA
660
Berman Capital Advisors
Georgia
$37K
HGWM
661
Harvest Group Wealth Management
Massachusetts
$36K
KCM
662
Kathmere Capital Management
Pennsylvania
$35K +$35K +190 New
SL
663
Savior LLC
Massachusetts
$34K
CDIA
664
Capital Directions Investment Advisors
Georgia
$32K
RFA
665
Reilly Financial Advisors
California
$30K
WB
666
Webster Bank
Connecticut
$30K
NR
667
Newfound Research
Massachusetts
$30K +$30K +160 New
AA
668
Ancora Advisors
Ohio
$29K
VCM
669
Vigilant Capital Management
Maine
$28K
PWMG
670
Prestige Wealth Management Group
New Jersey
$25K
MAM
671
Magellan Asset Management
Australia
$24K +$24K +130 New
RFWA
672
RPg Family Wealth Advisory
Massachusetts
$23.3K
TCOV
673
Trust Company of Vermont
Vermont
$20K
FFA
674
Founders Financial Alliance
North Carolina
$20K +$20K +103 New
VFA
675
Valeo Financial Advisors
Indiana
$19K -$16.9K -89 -47%