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Verisk Analytics
VRSK

Overview Fund Activity

899 hedge funds and large institutions have $31.9B invested in Verisk Analytics in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 319 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
899
Holders Change
+28
Holders Change %
+3.21%
% of All Funds
13.18%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
109
Increased
319
Reduced
343
Closed
70
Calls
$63.8M
Puts
$29M
Net Calls
+$34.7M
Net Calls Change
-$154M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.91B
2
AllianceBernstein
AllianceBernstein
Tennessee
$839M
3
BlackRock
BlackRock
New York
$3.1B
4
Franklin Resources
Franklin Resources
California
$273M
5
SFFS
Stonehage Fleming Financial Services
Jersey
$157M

Top Sellers

1
Citigroup
Citigroup
New York
$37.2M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$112M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$349M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.64B
5
Flossbach Von Storch
Flossbach Von Storch
Germany
$68.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
651
Madison Asset Management
Wisconsin
$289K – – –
GWA
652
Gratus Wealth Advisors
Virginia
$286K +$286K +1,196 New
OC
653
Oarsman Capital
Wisconsin
$285K +$38.7K +162 +16%
BTWM
654
Baker Tilly Wealth Management
Wisconsin
$284K -$54.9K -230 -16%
BSI
655
Bennett Selby Investments
Maine
$280K – – –
PE
656
Point72 Europe
United Kingdom
$278K +$278K +1,165 New
GBWM
657
Granite Bay Wealth Management
New Hampshire
$276K -$514K -2,175 -65%
AFG
658
Atomi Financial Group
New York
$275K +$275K +1,152 New
WA
659
Wealth Alliance
New York
$274K +$11.2K +47 +4%
MA
660
Mutual Advisors
Nebraska
$273K +$273K +1,143 New
FP
661
Foundry Partners
Minnesota
$272K – – –
AA
662
Apriem Advisors
California
$272K – – –
BWP
663
BSW Wealth Partners
Colorado
$270K -$1.43K -6 -0.5%
VSQM
664
V-Square Quantitative Management
Illinois
$268K – – –
FL
665
Fort LP
Maryland
$267K -$38.2K -160 -13%
Empower Advisory Group
666
Empower Advisory Group
Colorado
$264K -$78.8K -330 -23%
AC
667
AXQ Capital
New Jersey
$263K +$263K +1,100 New
CI
668
CX Institutional
Indiana
$261K -$2.15K -9 -0.8%
CIA
669
Choate Investment Advisors
Massachusetts
$259K – – –
EWM
670
Evermay Wealth Management
Virginia
$257K +$478 +2 +0.2%
BFEC
671
Benjamin F. Edwards & Company
Missouri
$257K +$257K +1,076 New
KWM
672
Kolinsky Wealth Management
New Jersey
$257K -$64.7K -271 -20%
PPC
673
Park Place Capital
Alabama
$255K -$129K -540 -34%
HKIMG
674
Hutchens & Kramer Investment Management Group
Indiana
$255K +$28.4K +119 +13%
HCP
675
Holt Capital Partners
Texas
$251K – – –
25 26
27
28 29