VRSK icon

Verisk Analytics
VRSK

Overview Fund Activity

778 hedge funds and large institutions have $30.5B invested in Verisk Analytics in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 319 increasing their positions, 250 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+48
Holders Change %
+6.58%
% of All Funds
13.8%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.2%
New
109
Increased
319
Reduced
250
Closed
54
Calls
$42M
Puts
$44.2M
Net Calls
-$2.13M
Net Calls Change
+$4.84M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$209M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$662M
3
KBC Group
KBC Group
Belgium
$204M
4
OCBV
Ownership Capital B.V.
Netherlands
$363M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$227M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$10.1M
2
HL
Harding Loevner
New Jersey
$296M
3
AllianceBernstein
AllianceBernstein
Tennessee
$777M
4
BlackRock
BlackRock
New York
$2.73B
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
676
TCI Wealth Advisors
Arizona
$49K +$1.46K +7 +3%
CTFG
677
Capstone Triton Financial Group
Oklahoma
$47K +$47K +227 New
NFSG
678
Newbridge Financial Services Group
Florida
$45K -$26.4K -126 -37%
SFSIG
679
San Francisco Sentry Investment Group
California
$43K -$413 -2 -1%
BCA
680
Berman Capital Advisors
Georgia
$43K +$1.43K +7 +3%
PWM
681
Perigon Wealth Management
California
$43K +$43K +205 New
M
682
Mirova
France
$42K +$21.1K +102 +101%
HGWM
683
Harvest Group Wealth Management
Massachusetts
$40K – – –
IAIM
684
International Assets Investment Management
Florida
$40K +$40K +20,084 New
KCM
685
Kathmere Capital Management
Pennsylvania
$39K – – –
FFA
686
Freedman Financial Associates
Massachusetts
$39K +$39K +187 New
APP
687
Alpha Paradigm Partners
Illinois
$39K +$39K +189 New
SL
688
Savior LLC
Massachusetts
$38K – – –
CDIA
689
Capital Directions Investment Advisors
Georgia
$35K – – –
RFA
690
Reilly Financial Advisors
California
$34K – – –
WB
691
Webster Bank
Connecticut
$34K – – –
RPWA
692
Regent Peak Wealth Advisors
Georgia
$34K +$34K +164 New
VCG
693
Vantage Consulting Group
Virginia
$34K +$34K +164 New
AA
694
Ancora Advisors
Ohio
$32K – – –
VFA
695
Valeo Financial Advisors
Indiana
$32K +$11.5K +56 +56%
AWA
696
Arkadios Wealth Advisors
Georgia
$31K -$91.2K -444 -75%
VCM
697
Vigilant Capital Management
Maine
$31K – – –
EW
698
Evoke Wealth
California
$31K +$28.7K +140 +1,273%
FF
699
FourThought Financial
Florida
$30K +$30K +145 New
PCA
700
Peddock Capital Advisors
Massachusetts
$29K +$29K +140 New
26 27
28
29 30