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Verisk Analytics
VRSK

Overview Fund Activity

750 hedge funds and large institutions have $25.8B invested in Verisk Analytics in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 250 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-28
Holders Change %
-3.6%
% of All Funds
13.21%
Holding in Top 10
4
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-63.64%
% of All Funds
0.07%
New
77
Increased
325
Reduced
250
Closed
95
Calls
$50.5M
Puts
$85.9M
Net Calls
-$35.4M
Net Calls Change
-$33.3M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
$463M
2
Citigroup
Citigroup
New York
$228M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$377M
4
CGI
Comgest Global Investors
France
$187M
5
GAM
GuardCap Asset Management
United Kingdom
$140M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
$198M
2
WCM Investment Management
WCM Investment Management
California
$0
3
BlackRock
BlackRock
New York
$2.13B
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
676
Jacobi Capital Management
Pennsylvania
$22K +$18K +102 +443%
VFA
677
Valeo Financial Advisors
Indiana
$20K -$8.11K -45 -29%
SIM
678
Sonora Investment Management
Arizona
$20K +$7.59K +44 +61%
CFO
679
CVA Family Office
Colorado
$20K +$20K +115 New
TCOV
680
Trust Company of Vermont
Vermont
$19K – – –
ATC
681
Adirondack Trust Company
New York
$19K – – –
AF
682
Advisornet Financial
Minnesota
$18K -$72K -400 -80%
HIIFS
683
Harel Insurance Investments & Financial Services
Israel
$18K -$148K -247 -89%
WOC
684
West Oak Capital
California
$18K – – –
PWA
685
Phoenix Wealth Advisors
North Carolina
$18K – – –
TFIPS
686
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.7K – – –
CCA
687
Catalyst Capital Advisors
New York
$17K -$3.37K -19 -17%
SLF
688
Sun Life Financial
Ontario, Canada
$17K – – –
TFS
689
TrustCore Financial Services
Tennessee
$16K – – –
RE
690
RBC Europe
United Kingdom
$15K – – –
FMII
691
Farmers & Merchants Investments Inc
Nebraska
$15K – – –
AIG
692
American International Group
New York
$14.3K -$403 -2,283 -3%
LC
693
Lindbrook Capital
California
$14K -$3.8K -22 -21%
CWC
694
Carolinas Wealth Consulting
North Carolina
$14K +$2.84K +16 +25%
BWA
695
BDO Wealth Advisors
Florida
$14K +$7.78K +45 +125%
MWP
696
Meridian Wealth Partners
Pennsylvania
$14K +$14K +80 New
TFGT
697
TS Financial Group (TSFG)
Illinois
$13K +$5.42K +30 +71%
LWA
698
Lenox Wealth Advisors
New York
$13K +$7.03K +40 +118%
FFC
699
First Financial Corp
Indiana
$12K – – –
TFO
700
Tarbox Family Office
California
$12K – – –
26 27
28
29 30