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Verisk Analytics
VRSK

Overview Fund Activity

795 hedge funds and large institutions have $26.5B invested in Verisk Analytics in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 295 increasing their positions, 284 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+9
Holders Change %
+1.15%
% of All Funds
12.72%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
85
Increased
295
Reduced
284
Closed
61
Calls
$10.6M
Puts
$19.5M
Net Calls
-$8.85M
Net Calls Change
-$4.61M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$191M
2
Two Sigma Investments
Two Sigma Investments
New York
+$148M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$121M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$106M
5
VNIM
Vaughan Nelson Investment Management
Texas
+$91.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$476M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$220M
3
Parnassus Investments
Parnassus Investments
California
-$197M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$195M
5
HL
Harding Loevner
New Jersey
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
651
Addison Advisors
Vermont
$155K +$4.99K +26 +3%
AAP
652
Arax Advisory Partners
Colorado
$145K -$5.18K -27 -3%
HWM
653
HighMark Wealth Management
Minnesota
$144K +$144K +751 New
BAM
654
Belpointe Asset Management
Nevada
$141K -$2.88K -15 -2%
FHA
655
First Horizon Advisors
Tennessee
$136K – – –
ST
656
Smithfield Trust
Pennsylvania
$131K – – –
AIM
657
Acropolis Investment Management
Missouri
$124K – – –
AG
658
AIA Group
Hong Kong
$117K -$29.7K -155 -20%
HIA
659
Harbor Investment Advisory
Maryland
$109K – – –
BTI
660
Blue Trust Inc
Georgia
$104K -$109K -616 -51%
AAM
661
Advisors Asset Management
Colorado
$102K -$92.9K -484 -48%
SPIA
662
Steward Partners Investment Advisory
New York
$101K -$4.41K -23 -4%
JWM
663
Janiczek Wealth Management
Colorado
$96.9K -$46.8K -244 -33%
AA
664
Alta Advisers
United Kingdom
$95.9K – – –
MAM
665
Magellan Asset Management
Australia
$93.4K – – –
Capstone Investment Advisors
666
Capstone Investment Advisors
New York
$89.8K +$89.8K +468 New
CA
667
Clearstead Advisors
Ohio
$88.8K +$88.8K +463 New
TWM
668
Tradition Wealth Management
Minnesota
$73K – – –
KFI
669
Key Financial Inc
Pennsylvania
$68.3K – – –
TFM
670
TFC Financial Management
Massachusetts
$66.8K +$576 +3 +0.9%
AA
671
Ancora Advisors
Ohio
$65.2K – – –
LWCFA
672
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63.5K -$4.8K -25 -7%
RFA
673
Resurgent Financial Advisors
Georgia
$63.3K -$11.1K -58 -15%
FFA
674
Farther Finance Advisors
California
$59.3K -$8.25K -43 -12%
SSB
675
Sandy Spring Bank
Maryland
$57.6K -$9.59K -50 -14%
25 26
27
28 29