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Verisk Analytics
VRSK

Overview Fund Activity

771 hedge funds and large institutions have $24.7B invested in Verisk Analytics in 2022 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 258 increasing their positions, 319 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
-11
Holders Change %
-1.41%
% of All Funds
13.04%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
88
Increased
258
Reduced
319
Closed
85
Calls
$10.8M
Puts
$28M
Net Calls
-$17.3M
Net Calls Change
-$3.22M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
$1.05B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$980M
3
Morgan Stanley
Morgan Stanley
New York
$225M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$534M
5
JCM
Junto Capital Management
New York
$74.6M

Top Sellers

1
OCBV
Ownership Capital B.V.
Netherlands
$0
2
Barclays
Barclays
United Kingdom
$228M
3
AllianceBernstein
AllianceBernstein
Tennessee
$68.9M
4
JWBC
John W. Bristol & Co
New York
$0
5
Norges Bank
Norges Bank
Norway
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
676
Bartlett & Co Wealth Management
Ohio
$20.8K +$5.19K +30 +33%
FF
677
FourThought Financial
Florida
$20K – – –
FPS
678
Fieldpoint Private Securities
Connecticut
$20K +$4.96K +28 +33%
SBL
679
Sargent Bickham Lagudis
Colorado
$19K -$33.3K -191 -64%
ATC
680
Adirondack Trust Company
New York
$18K – – –
WTA
681
Washington Trust Advisors
Massachusetts
$16K -$1.74K -10 -10%
C
682
Covestor
United Kingdom
$15K -$15.9K -89 -51%
CFO
683
CVA Family Office
Colorado
$15K -$3.53K -20 -19%
TFS
684
TrustCore Financial Services
Tennessee
$15K – – –
FMII
685
Farmers & Merchants Investments Inc
Nebraska
$15K – – –
PI
686
PineBridge Investments
New York
$14K -$1.07M -6,291 -99%
MPWT
687
MassMutual Private Wealth & Trust
Connecticut
$14K +$854 +5 +6%
FCA
688
FinTrust Capital Advisors
South Carolina
$14K +$14K +74 New
TFGT
689
TS Financial Group (TSFG)
Illinois
$13K – – –
PMFA
690
Plante Moran Financial Advisors
Michigan
$12K +$696 +4 +6%
BWA
691
BDO Wealth Advisors
Florida
$11K – – –
TVWM
692
Tower View Wealth Management
Wisconsin
$11K – – –
EARNEST Partners
693
EARNEST Partners
Georgia
$11K – – –
GEA
694
Glen Eagle Advisors
New Jersey
$10.6K – – –
SWA
695
Sutton Wealth Advisors
Florida
$10.6K +$173 +1 +2%
MCM
696
MV Capital Management
Maryland
$10K -$702 -4 -7%
GRP
697
Global Retirement Partners
California
$10K -$345 -2 -3%
MA
698
MUFG Americas
New York
$10K – – –
HCP
699
Hexagon Capital Partners
Arkansas
$10K – – –
CA
700
Crewe Advisors
Utah
$10K +$10K +59 New
26 27
28
29 30