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Verisk Analytics
VRSK

Overview Fund Activity

871 hedge funds and large institutions have $31.2B invested in Verisk Analytics in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 298 increasing their positions, 351 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+6
Holders Change %
+0.69%
% of All Funds
13.89%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
81
Increased
298
Reduced
351
Closed
62
Calls
$234M
Puts
$44.8M
Net Calls
+$189M
Net Calls Change
+$96.8M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$501M
2
Citigroup
Citigroup
New York
+$439M
3
UIM
USS Investment Management
United Kingdom
+$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$92.8M
5
Franklin Resources
Franklin Resources
California
+$75M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$211M
2
Millennium Management
Millennium Management
New York
-$169M
3
Citadel Advisors
Citadel Advisors
Florida
-$166M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$156M
5
Two Sigma Investments
Two Sigma Investments
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
651
Meritage Group
California
$300K -$9.21K -39 -3%
NAS
652
Nicolet Advisory Services
Wisconsin
$299K +$18.5K +77 +7%
BL
653
Balentine LLC
Georgia
$298K +$20.3K +86 +7%
BWP
654
Balboa Wealth Partners
Arizona
$296K -$19.8K -84 -6%
FT
655
Fiduciary Trust
Massachusetts
$295K +$37.3K +158 +14%
LCM
656
Landscape Capital Management
New Jersey
$295K +$295K +1,248 New
TCM
657
Tandem Capital Management
New Jersey
$294K – – –
CSI
658
Cross Staff Investments
New York
$293K – – –
PGFC
659
Peapack-Gladstone Financial Corp
New Jersey
$292K -$16.3K -69 -5%
EF
660
Empowered Funds
Pennsylvania
$288K +$29.8K +126 +12%
MAM
661
Madison Asset Management
Wisconsin
$286K – – –
UM
662
UniSuper Management
Australia
$283K – – –
RIA
663
Regal Investment Advisors
Michigan
$282K +$25.8K +109 +10%
RFG
664
Range Financial Group
Oregon
$281K +$281K +1,189 New
CCM
665
Carlson Capital Management
Minnesota
$281K +$60.7K +257 +28%
BSI
666
Bennett Selby Investments
Maine
$277K – – –
SFA
667
Sequoia Financial Advisors
Ohio
$270K +$9.92K +42 +4%
FP
668
Foundry Partners
Minnesota
$269K -$111K -471 -29%
AA
669
Apriem Advisors
California
$269K – – –
BWP
670
BSW Wealth Partners
Colorado
$268K -$11.1K -47 -4%
HCM
671
Heathbridge Capital Management
Ontario, Canada
$266K -$11.8K -50 -4%
VSQM
672
V-Square Quantitative Management
Illinois
$265K +$205K +866 +337%
SC
673
Savant Capital
Illinois
$265K +$265K +1,121 New
UCFA
674
United Capital Financial Advisors
Texas
$262K -$27.6K -117 -10%
CI
675
CX Institutional
Indiana
$260K -$1.89K -8 -0.7%
25 26
27
28 29