VRSK icon

Verisk Analytics

746 hedge funds and large institutions have $29.2B invested in Verisk Analytics in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 294 increasing their positions, 255 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
746
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
13.1%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
71
Increased
294
Reduced
255
Closed
64
Calls
$51.2M
Puts
$59.1M
Net Calls
-$7.88M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Shares
Change %
SBL
651
Sargent Bickham Lagudis
Colorado
$60K
IAIM
652
International Assets Investment Management
Florida
$60K +$33 +11 +0.1%
HI
653
Harbour Investments
Wisconsin
$52K -$8.4K -42 -14%
CFA
654
Carroll Financial Associates
North Carolina
$52K -$197 -1 -0.4%
PCG
655
Private Capital Group
Connecticut
$51K
TWA
656
TCI Wealth Advisors
Arizona
$48K +$200 +1 +0.4%
GWS
657
Glassman Wealth Services
Virginia
$48K +$605 +3 +1%
JFA
658
JNBA Financial Advisors
Minnesota
$48K +$48K +238 New
VCM
659
Vigilant Capital Management
Maine
$46K +$16.1K +81 +54%
BIA
660
Bell Investment Advisors
California
$44K +$44K +218 New
FFA
661
Freedman Financial Associates
Massachusetts
$37K
CDIA
662
Capital Directions Investment Advisors
Georgia
$34K -$20K -100 -37%
AF
663
Advisornet Financial
Minnesota
$34K +$34K +170 New
RFA
664
Reilly Financial Advisors
California
$33K
WB
665
Webster Bank
Connecticut
$32K
FF
666
FourThought Financial
Florida
$30K
PWMG
667
Prestige Wealth Management Group
New Jersey
$28K +$2.18K +11 +8%
CFD
668
Creative Financial Designs
Indiana
$25K -$1.02K -5 -4%
GLLW
669
Graves Light Lenhart Wealth
Virginia
$25K
BCWM
670
Bartlett & Co Wealth Management
Ohio
$23K +$23K +115 New
SIM
671
Sonora Investment Management
Arizona
$23K
BC
672
Bartlett & Co
Ohio
$23K +$23K +115 New
ATC
673
Adirondack Trust Company
New York
$22K
TFIPS
674
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20K
PWA
675
Phoenix Wealth Advisors
North Carolina
$20K