VRSK icon

Verisk Analytics

771 hedge funds and large institutions have $24.7B invested in Verisk Analytics in 2022 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 258 increasing their positions, 319 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
-11
Holders Change %
-1.41%
% of All Funds
13.04%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
88
Increased
258
Reduced
319
Closed
85
Calls
$10.8M
Puts
$28M
Net Calls
-$17.3M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Shares
Change %
HPC
651
HM Payson & Co
Maine
$52K
LC
652
Lindbrook Capital
California
$48K +$34.6K +198 +257%
GWS
653
Glassman Wealth Services
Virginia
$47K +$4.29K +25 +10%
TWA
654
TCI Wealth Advisors
Arizona
$44K -$2.26K -13 -5%
BIA
655
Bell Investment Advisors
California
$38K +$38K +220 New
CA
656
Clearstead Advisors
Ohio
$36K -$45.9K -265 -56%
AF
657
Advisornet Financial
Minnesota
$35K -$64.3K -373 -65%
KSWA
658
Kathleen S. Wright Associates
Pennsylvania
$35K
PCG
659
Private Capital Group
Connecticut
$34K -$10.6K -62 -24%
Bank of Montreal
660
Bank of Montreal
Ontario, Canada
$33.3K +$1.77K +10,265 +6%
PTC
661
Private Trust Company
Ohio
$33K +$33K +188 New
1832 Asset Management
662
1832 Asset Management
Ontario, Canada
$32K -$226K -1,297 -88%
VNA
663
Valley National Advisers
Pennsylvania
$30K +$2.63K +15 +10%
Jones Financial Companies
664
Jones Financial Companies
Missouri
$30K +$17.5K +100 +141%
SIC
665
Salem Investment Counselors
North Carolina
$30K +$30K +172 New
MCC
666
Money Concepts Capital
Florida
$29K -$7.64K -44 -21%
CDIA
667
Capital Directions Investment Advisors
Georgia
$29K
RTC
668
Riverview Trust Company
Washington
$29K
WB
669
Webster Bank
Connecticut
$28K
GLLW
670
Graves Light Lenhart Wealth
Virginia
$22K
CCA
671
Catalyst Capital Advisors
New York
$22K +$3.07K +18 +16%
PWMG
672
Prestige Wealth Management Group
New Jersey
$21K -$2.17K -13 -9%
FMP
673
Financial Management Professionals
Texas
$21K +$1.54K +9 +8%
BC
674
Bartlett & Co
Ohio
$21K +$5.25K +30 +33%
HI
675
Harbour Investments
Wisconsin
$21K +$21K +119 New