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Verisk Analytics
VRSK

Overview Fund Activity

786 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 266 increasing their positions, 311 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+14
Holders Change %
+1.81%
% of All Funds
12.68%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
93
Increased
266
Reduced
311
Closed
65
Calls
$9.95M
Puts
$14.2M
Net Calls
-$4.24M
Net Calls Change
+$1.09M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$474M
2
Citadel Advisors
Citadel Advisors
Florida
+$128M
3
BlackRock
BlackRock
New York
+$105M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$89.7M
5
Millennium Management
Millennium Management
New York
+$81.4M

Top Sellers

1
ACM
AKRE Capital Management
Virginia
-$428M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$187M
3
Parnassus Investments
Parnassus Investments
California
-$129M
4
Franklin Resources
Franklin Resources
California
-$117M
5
Goldman Sachs
Goldman Sachs
New York
-$96.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
676
Loomis, Sayles & Company
Massachusetts
$33K +$18.9K +106 +134%
PTC
677
Private Trust Company
Ohio
$32K – – –
SIC
678
Salem Investment Counselors
North Carolina
$30.3K – – –
RTC
679
Riverview Trust Company
Washington
$30K – – –
CDIA
680
Capital Directions Investment Advisors
Georgia
$30K +$30K +170 New
MCC
681
Money Concepts Capital
Florida
$29.8K +$2.65K +15 +10%
CT
682
Clearstead Trust
Maine
$29K – – –
WB
683
Webster Bank
Connecticut
$29K – – –
FA
684
Fiduciary Alliance
South Carolina
$28.4K +$28.4K +161 New
HI
685
Harbour Investments
Wisconsin
$24.7K +$3.71K +21 +18%
BAAM
686
Baker Avenue Asset Management
California
$23.8K +$23.8K +135 New
CCA
687
Catalyst Capital Advisors
New York
$21.5K -$529 -3 -2%
PWMG
688
Prestige Wealth Management Group
New Jersey
$20.8K -$1.41K -8 -6%
AWM
689
Accurate Wealth Management
Florida
$19.6K +$19.6K +107 New
FMP
690
Financial Management Professionals
Texas
$19K -$2.96K -17 -13%
MPWT
691
MassMutual Private Wealth & Trust
Connecticut
$19K +$3.87K +22 +26%
ATC
692
Adirondack Trust Company
New York
$18.5K – – –
BCWM
693
Bartlett & Co Wealth Management
Ohio
$18.3K -$2.82K -16 -13%
ZB
694
Zions Bancorporation
Utah
$18.3K +$10.2K +58 +126%
BC
695
Bartlett & Co
Ohio
$18K -$2.77K -16 -13%
Jones Financial Companies
696
Jones Financial Companies
Missouri
$18K +$5.71K +33 +46%
FMII
697
Farmers & Merchants Investments Inc
Nebraska
$17.8K – – –
SBL
698
Sargent Bickham Lagudis
Colorado
$17.6K – – –
CT
699
Colonial Trust
South Carolina
$17.6K +$17.6K +99 New
GRP
700
Global Retirement Partners
California
$17.5K -$2.29K -13 -12%
26 27
28
29 30