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Verisk Analytics

828 hedge funds and large institutions have $33.2B invested in Verisk Analytics in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 300 increasing their positions, 258 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 54

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

16% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 258

14% more capital invested

Capital invested by funds: $29.2B → $33.2B (+$3.98B)

11% more funds holding

Funds holding: 749828 (+79)

0.22% less ownership

Funds ownership: 90.44%90.22% (-0.22%)

45% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $23.1M

Holders
828
Holders Change
+79
Holders Change %
+10.55%
% of All Funds
12.74%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
143
Increased
300
Reduced
258
Closed
54
Calls
$12.6M
Puts
$23.1M
Net Calls
-$10.5M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
651
Gilbert & Cook
Iowa
$236K -$10.5K -48 -4%
TNB
652
Thomasville National Bank
Georgia
$235K +$224K +1,027 New
PF
653
Phoenix Financial
Israel
$234K -$54.1K -248 -20%
MFW
654
Meristem Family Wealth
Minnesota
$233K
CCM
655
Copeland Capital Management
Pennsylvania
$231K +$218 +1 +0.1%
WTC
656
WhitTier Trust Company
Nevada
$230K +$22K +101 +11%
NC
657
NovaPoint Capital
Georgia
$229K
QTM
658
qPULA Trading Management
New York
$229K +$219K +1,002 New
WPWM
659
Western Pacific Wealth Management
Illinois
$228K +$218K +1,000 New
CWM
660
Cabot Wealth Management
Massachusetts
$226K +$215K +987 New
HWM
661
HB Wealth Management
Georgia
$225K +$215K +985 New
SB
662
Simmons Bank
Arkansas
$225K +$215K +985 New
QT
663
Quantamental Technologies
New York
$224K +$214K +979 New
FRM
664
Fox Run Management
Connecticut
$221K +$211K +968 New
Wolverine Trading
665
Wolverine Trading
Illinois
$219K -$828K -3,796 -80%
YIA
666
YHB Investment Advisors
Connecticut
$219K +$209K +957 New
MF
667
Magnetar Financial
Illinois
$218K +$208K +952 New
BCM
668
Blume Capital Management
California
$216K -$5.46K -25 -3%
OPS
669
Orion Portfolio Solutions
Nebraska
$215K +$205K +938 New
CAM
670
Congress Asset Management
Massachusetts
$212K +$202K +925 New
MPM
671
MBB Public Markets
Illinois
$211K +$202K +924 New
GA
672
Geller Advisors
New York
$206K +$197K +902 New
BFA
673
Beaumont Financial Advisors
Massachusetts
$204K +$195K +892 New
OWA
674
Opal Wealth Advisors
New York
$203K +$194K +888 New
NRW
675
Nova R Wealth
Kansas
$202K +$192K +881 New