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Verisk Analytics
VRSK

Overview Fund Activity

865 hedge funds and large institutions have $30.1B invested in Verisk Analytics in 2023 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 259 increasing their positions, 370 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
Holders Change
+70
Holders Change %
+8.81%
% of All Funds
13.64%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
119
Increased
259
Reduced
370
Closed
44
Calls
$113M
Puts
$21.4M
Net Calls
+$92.1M
Net Calls Change
+$101M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$209M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.07B
3
Artisan Partners
3
Artisan Partners
Wisconsin
$302M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$368M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$170M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.67B
2
Parnassus Investments
2
Parnassus Investments
California
$806M
3
Citadel Advisors
3
Citadel Advisors
Florida
$231M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$503M
5
BlackRock
5
BlackRock
New York
$2.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
676
CX Institutional
Indiana
$251K +$7.91K +35 +3%
SFA
677
Sequoia Financial Advisors
Ohio
$248K -$1.58K -7 -0.6%
EST
678
EA Series Trust
Pennsylvania
$247K +$247K +1,093 New
EF
679
Empowered Funds
Pennsylvania
$247K +$247K +1,093 New
BAM
680
Blueshift Asset Management
New Jersey
$247K +$247K +1,093 New
FT
681
Fiduciary Trust
Massachusetts
$247K -$452 -2 -0.2%
RIA
682
Regal Investment Advisors
Michigan
$245K +$245K +1,084 New
EWM
683
Evermay Wealth Management
Virginia
$243K – – –
CIA
684
Choate Investment Advisors
Massachusetts
$241K +$241K +1,067 New
HCP
685
Holt Capital Partners
Texas
$237K – – –
ABC
686
Associated Banc-Corp
Wisconsin
$237K -$3.39K -15 -1%
SIM
687
Sentry Investment Management
Wisconsin
$233K – – –
ESCM
688
Echo Street Capital Management
New York
$231K +$231K +1,024 New
WPWM
689
Western Pacific Wealth Management
Illinois
$226K – – –
NC
690
NovaPoint Capital
Georgia
$226K +$226K +1,000 New
TNB
691
Thomasville National Bank
Georgia
$225K +$225K +994 New
IPAM
692
ICICI Prudential Asset Management
India
$222K -$1.36K -6 -0.6%
SWP
693
Stratos Wealth Partners
Ohio
$221K -$83.9K -371 -28%
NC
694
NinePointTwo Capital
California
$219K +$219K +973 New
CBNLCF
695
Cognios Beta Neutral Large Cap Fund
Kansas
$215K -$923K -4,085 -81%
SM
696
STF Management
Texas
$215K -$191K -843 -47%
OWA
697
Opal Wealth Advisors
New York
$212K +$212K +940 New
USCWA
698
U.S. Capital Wealth Advisors
Texas
$212K +$212K +936 New
CCM
699
Carlson Capital Management
Minnesota
$210K +$210K +931 New
CAM
700
Congress Asset Management
Massachusetts
$209K +$209K +925 New
26 27
28
29 30