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Verisk Analytics

748 hedge funds and large institutions have $25.1B invested in Verisk Analytics in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 281 increasing their positions, 272 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
13.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
81
Increased
281
Reduced
272
Closed
73
Calls
$64.5M
Puts
$73.4M
Net Calls
-$8.89M
Net Calls Change
+$26.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IAIM
651
International Assets Investment Management
Florida
$53K -$52.6K -20,009 -50%
HI
652
Harbour Investments
Wisconsin
$53K +$5.79K +33 +12%
HPC
653
HM Payson & Co
Maine
$52K -$13.9K -80 -21%
SBL
654
Sargent Bickham Lagudis
Colorado
$52K
KFS
655
Kelly Financial Services
Massachusetts
$51K +$50.7K +8,830 +17,314%
VWM
656
Venturi Wealth Management
Texas
$48K -$226K -1,290 -82%
CDIA
657
Capital Directions Investment Advisors
Georgia
$47K +$47K +270 New
CFA
658
Carroll Financial Associates
North Carolina
$46K +$174 +1 +0.4%
SFSIG
659
San Francisco Sentry Investment Group
California
$45K -$3.12K -18 -6%
PCG
660
Private Capital Group
Connecticut
$45K
FFG
661
Ford Financial Group
California
$43K +$43K +249 New
TWA
662
TCI Wealth Advisors
Arizona
$42K -$1.58K -9 -4%
GWS
663
Glassman Wealth Services
Virginia
$41K +$1.92K +11 +5%
TFS
664
TrustCore Financial Services
Tennessee
$37K +$21.8K +126 +143%
FFA
665
Freedman Financial Associates
Massachusetts
$33K
JCM
666
Jacobi Capital Management
Pennsylvania
$29K +$7.16K +41 +33%
RFA
667
Reilly Financial Advisors
California
$28K
WB
668
Webster Bank
Connecticut
$28K
AA
669
Ancora Advisors
Ohio
$27K
VCM
670
Vigilant Capital Management
Maine
$26K
FF
671
FourThought Financial
Florida
$26K +$506 +3 +2%
SL
672
Savior LLC
Massachusetts
$24K -$7.71K -45 -24%
PWMG
673
Prestige Wealth Management Group
New Jersey
$23K
CFD
674
Creative Financial Designs
Indiana
$22K
GLLW
675
Graves Light Lenhart Wealth
Virginia
$22K