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Verisk Analytics

778 hedge funds and large institutions have $30.5B invested in Verisk Analytics in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 319 increasing their positions, 250 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+48
Holders Change %
+6.58%
% of All Funds
13.8%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.2%
New
109
Increased
319
Reduced
250
Closed
54
Calls
$42M
Puts
$44.2M
Net Calls
-$2.13M
Net Calls Change
+$4.84M
Name Holding Trade Value Shares
Change
Shares
Change %
WTC
651
WhitTier Trust Company
Nevada
$107K +$11.4K +55 +12%
AF
652
Advisornet Financial
Minnesota
$104K
SPIA
653
Steward Partners Investment Advisory
New York
$102K +$54K +259 +113%
ST
654
Smithfield Trust
Pennsylvania
$94K
Carson Wealth (CWM LLC)
655
Carson Wealth (CWM LLC)
Nebraska
$89K
FHC
656
First Horizon Corporation
Tennessee
$88K -$412 -2 -0.5%
CI
657
CX Institutional
Indiana
$82K +$14.9K +72 +22%
HPC
658
HM Payson & Co
Maine
$79K -$4.37K -21 -5%
CA
659
Clearstead Advisors
Ohio
$79K +$3.31K +16 +4%
ZB
660
Zions Bancorporation
Utah
$78K +$70.3K +338 +914%
TFM
661
TFC Financial Management
Massachusetts
$76K
CCA
662
Childress Capital Advisors
Texas
$74K +$74K +357 New
MA
663
Montag & Associates
Georgia
$73K +$73K +350 New
TF
664
Tompkins Financial
New York
$72K
PCM
665
Penserra Capital Management
California
$70K +$14.3K +70 +26%
AssetMark Inc
666
AssetMark Inc
California
$68K +$3.11K +15 +5%
TC
667
Truvestments Capital
Florida
$64K
SBL
668
Sargent Bickham Lagudis
Colorado
$62K
KFI
669
Key Financial Inc
Pennsylvania
$62K +$62K +300 New
GWS
670
Glassman Wealth Services
Virginia
$58K +$7.96K +38 +16%
CAAS
671
Capital Asset Advisory Services
Michigan
$58K +$58K +279 New
CFA
672
Carroll Financial Associates
North Carolina
$54K -$818 -4 -1%
RWA
673
Ropes Wealth Advisors
Massachusetts
$54K
AAM
674
Advisors Asset Management
Colorado
$54K +$54K +259 New
PCG
675
Private Capital Group
Connecticut
$52K +$1.46K +7 +3%