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Verisk Analytics
VRSK

Overview Fund Activity

750 hedge funds and large institutions have $25.8B invested in Verisk Analytics in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 250 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-28
Holders Change %
-3.6%
% of All Funds
13.21%
Holding in Top 10
4
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-63.64%
% of All Funds
0.07%
New
77
Increased
325
Reduced
250
Closed
95
Calls
$50.5M
Puts
$85.9M
Net Calls
-$35.4M
Net Calls Change
-$33.3M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
+$380M
2
Citigroup
Citigroup
New York
+$188M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$184M
4
CGI
Comgest Global Investors
France
+$180M
5
GAM
GuardCap Asset Management
United Kingdom
+$140M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$510M
2
WCM Investment Management
WCM Investment Management
California
-$264M
3
BlackRock
BlackRock
New York
-$192M
4
Artisan Partners
Artisan Partners
Wisconsin
-$183M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
651
Sargent Bickham Lagudis
Colorado
$53K – – –
KFI
652
Key Financial Inc
Pennsylvania
$53K – – –
SFSIG
653
San Francisco Sentry Investment Group
California
$49K +$12.3K +70 +34%
TC
654
Truvestments Capital
Florida
$48K -$6.2K -35 -11%
HI
655
Harbour Investments
Wisconsin
$48K +$48K +269 New
ACM
656
Allred Capital Management
Texas
$47K +$47K +266 New
CFA
657
Carroll Financial Associates
North Carolina
$46K – – –
M
658
Mirova
France
$46K +$10.5K +60 +30%
PCG
659
Private Capital Group
Connecticut
$45K +$1.06K +6 +2%
TWA
660
TCI Wealth Advisors
Arizona
$44K +$2.31K +13 +6%
GWS
661
Glassman Wealth Services
Virginia
$40K -$9.46K -53 -19%
SL
662
Savior LLC
Massachusetts
$33K – – –
FFA
663
Freedman Financial Associates
Massachusetts
$33K – – –
CIA
664
CSat Investment Advisory
Michigan
$30K +$13.3K +76 +80%
RFA
665
Reilly Financial Advisors
California
$29K – – –
WB
666
Webster Bank
Connecticut
$29K – – –
VCM
667
Vigilant Capital Management
Maine
$27K – – –
AA
668
Ancora Advisors
Ohio
$27K – – –
EW
669
Evoke Wealth
California
$27K – – –
Acadian Asset Management
670
Acadian Asset Management
Massachusetts
$26K -$331K -1,861 -93%
AWA
671
Arkadios Wealth Advisors
Georgia
$26K +$171 +1 +0.7%
FF
672
FourThought Financial
Florida
$26K +$1.03K +6 +4%
PWMG
673
Prestige Wealth Management Group
New Jersey
$23K +$1.42K +8 +7%
CFD
674
Creative Financial Designs
Indiana
$23K +$23K +128 New
GLLW
675
Graves Light Lenhart Wealth
Virginia
$22K – – –
25 26
27
28 29