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Verisk Analytics

828 hedge funds and large institutions have $33.2B invested in Verisk Analytics in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 300 increasing their positions, 258 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 54

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

16% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 258

14% more capital invested

Capital invested by funds: $29.2B → $33.2B (+$3.98B)

11% more funds holding

Funds holding: 749828 (+79)

0.22% less ownership

Funds ownership: 90.44%90.22% (-0.22%)

45% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $23.1M

Holders
828
Holders Change
+79
Holders Change %
+10.55%
% of All Funds
12.74%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
143
Increased
300
Reduced
258
Closed
54
Calls
$12.6M
Puts
$23.1M
Net Calls
-$10.5M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
676
FineMark National Bank & Trust
Florida
$200K -$33.8K -155 -15%
EFS
677
Essex Financial Services
Connecticut
$200K +$191K +876 New
SSB
678
Sandy Spring Bank
Maryland
$186K -$43.6K -200 -20%
FHA
679
First Horizon Advisors
Tennessee
$180K -$2.18K -10 -1%
SPIA
680
Steward Partners Investment Advisory
New York
$171K -$3.06K -14 -2%
PCM
681
Penserra Capital Management
California
$163K +$28.8K +132 +23%
ST
682
Smithfield Trust
Pennsylvania
$158K
AIM
683
Acropolis Investment Management
Missouri
$147K
NR
684
Newfound Research
Massachusetts
$137K -$2.18K -10 -2%
HIA
685
Harbor Investment Advisory
Maryland
$129K
IPW
686
IronBridge Private Wealth
Texas
$129K
BAM
687
Belpointe Asset Management
Nevada
$109K +$105K +481 New
Parallax Volatility Advisers
688
Parallax Volatility Advisers
California
$104K -$700K -3,210 -88%
PPWM
689
PFG Private Wealth Management
Florida
$102K +$6.33K +29 +7%
Carson Wealth (CWM LLC)
690
Carson Wealth (CWM LLC)
Nebraska
$100K +$95.4K +437 New
CA
691
Clearstead Advisors
Ohio
$99K -$46.9K -215 -33%
T
692
TOBAM
France
$98K
TCWM
693
Total Clarity Wealth Management
Illinois
$91K
IPAM
694
ICICI Prudential Asset Management
India
$91K +$86.6K +397 New
AssetMark Inc
695
AssetMark Inc
California
$89K +$8.95K +41 +12%
CTC
696
Central Trust Company
Missouri
$88K +$3.49K +16 +4%
KFP
697
KB Financial Partners
New Jersey
$87K +$82.9K +380 New
CA
698
Cornerstone Advisory
Maryland
$82K +$78.6K +360 New
KFI
699
Key Financial Inc
Pennsylvania
$81K
TFM
700
TFC Financial Management
Massachusetts
$79K -$4.8K -22 -6%