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Verisk Analytics
VRSK

Overview Fund Activity

772 hedge funds and large institutions have $24.3B invested in Verisk Analytics in 2022 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 281 increasing their positions, 288 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
13.35%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
73
Increased
281
Reduced
288
Closed
65
Calls
$10.8M
Puts
$16.1M
Net Calls
-$5.32M
Net Calls Change
+$11.9M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
$522M
2
Invesco
Invesco
Georgia
$214M
3
Norges Bank
Norges Bank
Norway
$237M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$138M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$33.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$520M
2
Barclays
Barclays
United Kingdom
$33.4M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$181M
4
ESCM
Echo Street Capital Management
New York
$37.2M
5
DZ Bank
DZ Bank
Germany
$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
651
Sandy Spring Bank
Maryland
$60K – – –
TFM
652
TFC Financial Management
Massachusetts
$59K – – –
AA
653
Ancora Advisors
Ohio
$58K – – –
SC
654
Solstein Capital
California
$56K – – –
HPC
655
HM Payson & Co
Maine
$51K – – –
MA
656
Montag & Associates
Georgia
$51K +$51K +300 New
GWS
657
Glassman Wealth Services
Virginia
$49K +$2.54K +15 +5%
LC
658
Lindbrook Capital
California
$47K -$344 -2 -0.7%
KFP
659
KB Financial Partners
New Jersey
$45K -$9.55K -56 -18%
TWA
660
TCI Wealth Advisors
Arizona
$45K +$1.88K +11 +4%
VNA
661
Valley National Advisers
Pennsylvania
$41K +$10.9K +62 +36%
C
662
Covestor
United Kingdom
$41K +$26.5K +154 +183%
BIA
663
Bell Investment Advisors
California
$39K +$1.2K +7 +3%
LS
664
Livforsakringsbolaget Skandia
Sweden
$37K -$119K -700 -76%
PHK
665
Point72 Hong Kong
Hong Kong
$35K +$35K +203 New
KSWA
666
Kathleen S. Wright Associates
Pennsylvania
$34K – – –
PTC
667
Private Trust Company
Ohio
$31K -$1.38K -8 -4%
Bank of Montreal
668
Bank of Montreal
Ontario, Canada
$29.1K -$4.75K -27,198 -14%
CDIA
669
Capital Directions Investment Advisors
Georgia
$29K -$29K -170 Closed
SIC
670
Salem Investment Counselors
North Carolina
$29K – – –
RTC
671
Riverview Trust Company
Washington
$29K – – –
WB
672
Webster Bank
Connecticut
$28K – – –
CT
673
Clearstead Trust
Maine
$28K +$28K +167 New
AF
674
Advisornet Financial
Minnesota
$27K -$7.91K -46 -23%
MCC
675
Money Concepts Capital
Florida
$26K -$2.2K -13 -8%
25 26
27
28 29