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Verisk Analytics
VRSK

Overview Fund Activity

795 hedge funds and large institutions have $26.5B invested in Verisk Analytics in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 295 increasing their positions, 284 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+9
Holders Change %
+1.15%
% of All Funds
12.72%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
85
Increased
295
Reduced
284
Closed
61
Calls
$10.6M
Puts
$19.5M
Net Calls
-$8.85M
Net Calls Change
-$4.61M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$191M
2
Two Sigma Investments
Two Sigma Investments
New York
+$148M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$121M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$106M
5
VNIM
Vaughan Nelson Investment Management
Texas
+$91.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$476M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$220M
3
Parnassus Investments
Parnassus Investments
California
-$197M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$195M
5
HL
Harding Loevner
New Jersey
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
676
HM Payson & Co
Maine
$57.6K -$767 -4 -1%
MA
677
Montag & Associates
Georgia
$57.6K – – –
GWS
678
Glassman Wealth Services
Virginia
$56.4K +$1.34K +7 +2%
MC
679
Machina Capital
France
$55.6K +$55.6K +290 New
CSPIA
680
Cary Street Partners Investment Advisory
Virginia
$55.3K -$3.65K -19 -6%
IA
681
IFP Advisors
Florida
$51.8K -$25.6K -404 -33%
TWA
682
TCI Wealth Advisors
Arizona
$50.7K – – –
C
683
Covestor
United Kingdom
$48K +$5.23K +27 +12%
CYG
684
Clean Yield Group
Vermont
$48K +$48K +250 New
LS
685
Livforsakringsbolaget Skandia
Sweden
$41.8K – – –
GBT
686
Grove Bank & Trust
Florida
$41.6K +$4.99K +26 +14%
BIA
687
Bell Investment Advisors
California
$39.3K -$3.07K -16 -7%
LC
688
Lindbrook Capital
California
$38.6K -$1.54K -8 -4%
MPWT
689
MassMutual Private Wealth & Trust
Connecticut
$37.4K +$16.7K +87 +81%
Loomis, Sayles & Company
690
Loomis, Sayles & Company
Massachusetts
$34K -$1.94K -10 -5%
SIC
691
Salem Investment Counselors
North Carolina
$33K – – –
EWA
692
EverSource Wealth Advisors
Alabama
$32.6K +$20.9K +109 +179%
RTC
693
Riverview Trust Company
Washington
$32.6K – – –
HWA
694
Heritage Wealth Advisors
Virginia
$32K -$16.7K -87 -34%
CT
695
Clearstead Trust
Maine
$32K – – –
WB
696
Webster Bank
Connecticut
$31.1K – – –
RI
697
Ridgewood Investments
New Jersey
$30.1K +$30.1K +157 New
HI
698
Harbour Investments
Wisconsin
$28.6K +$1.73K +9 +6%
EWA
699
EP Wealth Advisors
California
$28.3K +$26.6K +29,631 +1,612%
PTC
700
Private Trust Company
Ohio
$28K -$6.52K -34 -19%
26 27
28
29 30