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Verisk Analytics

786 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 266 increasing their positions, 311 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+14
Holders Change %
+1.81%
% of All Funds
12.68%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
93
Increased
266
Reduced
311
Closed
65
Calls
$9.95M
Puts
$14.2M
Net Calls
-$4.24M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
651
One Wealth Advisors
California
$65.8K +$65.8K +373 New
LWCFA
652
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$62.8K
FFA
653
Farther Finance Advisors
California
$62.1K +$62.1K +352 New
SSB
654
Sandy Spring Bank
Maryland
$61.7K
TFM
655
TFC Financial Management
Massachusetts
$60.9K
KFI
656
Key Financial Inc
Pennsylvania
$60.7K
AA
657
Ancora Advisors
Ohio
$60K
CSPIA
658
Cary Street Partners Investment Advisory
Virginia
$54.2K +$54.2K +307 New
HPC
659
HM Payson & Co
Maine
$53.6K +$706 +4 +1%
MA
660
Montag & Associates
Georgia
$52.9K
GWS
661
Glassman Wealth Services
Virginia
$50.6K -$353 -2 -0.7%
SOW
662
State of Wyoming
Wyoming
$49.6K +$49.6K +281 New
TWA
663
TCI Wealth Advisors
Arizona
$46.6K
HWA
664
Heritage Wealth Advisors
Virginia
$44.8K +$44.8K +254 New
IAIM
665
International Assets Investment Management
Florida
$44K +$43.7K +19,995 +13,885%
VNA
666
Valley National Advisers
Pennsylvania
$42K -$548 -3 -1%
CPG
667
Cornerstone Planning Group
New Jersey
$41.4K +$41.4K +232 New
CS
668
Comerica Securities
Michigan
$39.9K +$39.9K +226 New
C
669
Covestor
United Kingdom
$39K -$3K -17 -7%
HFM
670
Harvest Fund Management
China
$39K +$33.5K +188 +606%
BIA
671
Bell Investment Advisors
California
$39K -$1.06K -6 -3%
LS
672
Livforsakringsbolaget Skandia
Sweden
$38.4K
LC
673
Lindbrook Capital
California
$36.9K -$11.3K -64 -23%
KSWA
674
Kathleen S. Wright Associates
Pennsylvania
$35K
GBT
675
Grove Bank & Trust
Florida
$34K +$34K +191 New