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Verisk Analytics
VRSK

Overview Fund Activity

702 hedge funds and large institutions have $24.8B invested in Verisk Analytics in 2020 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 271 increasing their positions, 229 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+57
Holders Change %
+8.84%
% of All Funds
14.43%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.25%
New
107
Increased
271
Reduced
229
Closed
48
Calls
$54.1M
Puts
$20.8M
Net Calls
+$33.3M
Net Calls Change
+$37.4M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$208M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$206M
3
AllianceBernstein
AllianceBernstein
Tennessee
$704M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$100M
5
BlackRock
BlackRock
New York
$2.26B

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$11.3M
2
Morgan Stanley
Morgan Stanley
New York
$76.4M
3
Parnassus Investments
Parnassus Investments
California
$677M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$47.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
676
Zions Bancorporation
Utah
$6K – – –
PW
677
Price Wealth
Texas
$6K +$6K +33 New
PWP
678
Principle Wealth Partners
Connecticut
$5K +$5K +30 New
ME
679
McIlrath & Eck
Washington
$4K -$909 -5 -19%
EWP
680
Engrave Wealth Partners
Texas
$4K -$552 -4 -12%
FMP
681
Financial Management Professionals
Texas
$4K +$4K +26 New
MPWT
682
MassMutual Private Wealth & Trust
Connecticut
$3K +$3K +18 New
EWA
683
Evolution Wealth Advisors
Florida
$3K +$3K +18 New
FWM
684
FSA Wealth Management
Massachusetts
$3K +$3K +18 New
MIFH
685
Migdal Insurance & Financial Holdings
Israel
$2K -$3.69K -24 -65%
EW
686
Evoke Wealth
California
$2K -$545 -3 -21%
SQA
687
Simon Quick Advisors
New Jersey
$2K – – –
SCA
688
Stonebridge Capital Advisors
Minnesota
$2K – – –
BAM
689
Bellevue Asset Management
Washington
$2K – – –
JCM
690
Jacobi Capital Management
Pennsylvania
$2K +$2K +9 New
SIC
691
Salem Investment Counselors
North Carolina
$2K +$2K +9 New
WAMC
692
Western Asset Management Company
California
$2K +$2K +11 New
BWM
693
BerganKDV Wealth Management
Minnesota
$1K -$250 -2 -20%
VNA
694
Valley National Advisers
Pennsylvania
$1K – – –
AWM
695
Avior Wealth Management
Nebraska
$1K – – –
EFSCE
696
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
Fidelity International
697
Fidelity International
Bermuda
$1K – – –
LFG
698
Larson Financial Group
Missouri
$1K – – –
CWC
699
Carolinas Wealth Consulting
North Carolina
$1K +$1K +5 New
JG
700
Jefferies Group
New York
$847 +$817 +4,800 +2,682%
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