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Verisk Analytics
VRSK

Overview Fund Activity

865 hedge funds and large institutions have $30.1B invested in Verisk Analytics in 2023 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 259 increasing their positions, 370 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
Holders Change
+70
Holders Change %
+8.81%
% of All Funds
13.64%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
119
Increased
259
Reduced
370
Closed
44
Calls
$113M
Puts
$21.4M
Net Calls
+$92.1M
Net Calls Change
+$101M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$209M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.07B
3
Artisan Partners
3
Artisan Partners
Wisconsin
$302M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$368M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$170M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.67B
2
Parnassus Investments
2
Parnassus Investments
California
$806M
3
Citadel Advisors
3
Citadel Advisors
Florida
$231M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$503M
5
BlackRock
5
BlackRock
New York
$2.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
651
Peapack-Gladstone Financial Corp
New Jersey
$295K -$6.11K -27 -2%
HCM
652
Hengehold Capital Management
Ohio
$293K -$81.1K -359 -22%
EGM
653
Engineers Gate Manager
New York
$293K +$293K +1,297 New
AF
654
Allworth Financial
California
$290K +$7.69K +34 +3%
AWM
655
Apollon Wealth Management
South Carolina
$286K -$89.7K -397 -24%
TCM
656
Tandem Capital Management
New Jersey
$281K – – –
CSI
657
Cross Staff Investments
New York
$280K – – –
UCFA
658
United Capital Financial Advisors
Texas
$277K -$59.7K -264 -18%
MAM
659
Madison Asset Management
Wisconsin
$273K – – –
BAM
660
Belpointe Asset Management
Nevada
$273K +$107K +474 +65%
FCA
661
Fortis Capital Advisors
Kansas
$273K +$264K +1,169 +3,076%
UM
662
UniSuper Management
Australia
$271K +$271K +1,200 New
WA
663
Wealth Alliance
New York
$270K +$24K +106 +10%
YIA
664
YHB Investment Advisors
Connecticut
$269K +$18.5K +82 +7%
BWP
665
BSW Wealth Partners
Colorado
$267K -$571K -2,528 -68%
PFBT
666
Parkside Financial Bank & Trust
Missouri
$267K +$38.7K +171 +17%
BPC
667
Banque Pictet & Cie
Switzerland
$266K +$266K +1,177 New
BL
668
Balentine LLC
Georgia
$266K +$266K +1,177 New
TFS
669
Thoroughbred Financial Services
Tennessee
$266K -$50.9K -226 -16%
HCM
670
Heathbridge Capital Management
Ontario, Canada
$266K -$79.1K -350 -23%
NAS
671
Nicolet Advisory Services
Wisconsin
$265K +$25.4K +112 +11%
BSI
672
Bennett Selby Investments
Maine
$265K – – –
MIM
673
Meixler Investment Management
Arizona
$261K -$93.1K -412 -26%
Lido Advisors
674
Lido Advisors
California
$258K +$258K +1,140 New
AA
675
Apriem Advisors
California
$257K – – –
25 26
27
28 29