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Verisk Analytics
VRSK

Overview Fund Activity

871 hedge funds and large institutions have $31.2B invested in Verisk Analytics in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 298 increasing their positions, 351 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+6
Holders Change %
+0.69%
% of All Funds
13.89%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
81
Increased
298
Reduced
351
Closed
62
Calls
$234M
Puts
$44.8M
Net Calls
+$189M
Net Calls Change
+$96.8M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$501M
2
Citigroup
Citigroup
New York
+$439M
3
UIM
USS Investment Management
United Kingdom
+$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$92.8M
5
Franklin Resources
Franklin Resources
California
+$75M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$211M
2
Millennium Management
Millennium Management
New York
-$169M
3
Citadel Advisors
Citadel Advisors
Florida
-$166M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$156M
5
Two Sigma Investments
Two Sigma Investments
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
676
Wealth Alliance
New York
$260K -$22.4K -95 -8%
CIA
677
Choate Investment Advisors
Massachusetts
$256K +$4.02K +17 +2%
EWM
678
Evermay Wealth Management
Virginia
$254K – – –
ACA
679
Aptus Capital Advisors
Alabama
$251K +$251K +1,061 New
HCP
680
Holt Capital Partners
Texas
$248K – – –
OC
681
Oarsman Capital
Wisconsin
$244K +$244K +1,031 New
NC
682
NovaPoint Capital
Georgia
$236K – – –
WPWM
683
Western Pacific Wealth Management
Illinois
$236K – – –
RZH
684
Relyea Zuckerberg Hanson
Connecticut
$236K +$19.6K +83 +9%
TNB
685
Thomasville National Bank
Georgia
$235K – – –
HIIFS
686
Harel Insurance Investments & Financial Services
Israel
$233K +$233K +968 New
NC
687
NinePointTwo Capital
California
$229K – – –
PFBT
688
Parkside Financial Bank & Trust
Missouri
$224K -$54.3K -230 -20%
HKIMG
689
Hutchens & Kramer Investment Management Group
Indiana
$224K +$224K +947 New
CAM
690
Congress Asset Management
Massachusetts
$219K – – –
HCS
691
Himension Capital (Singapore)
Singapore
$219K +$219K +925 New
SHJ
692
Sharkey, Howes & Javer
Colorado
$217K +$217K +920 New
CFG
693
Citizens Financial Group
Rhode Island
$216K -$108K -459 -33%
USCWA
694
U.S. Capital Wealth Advisors
Texas
$215K -$6.38K -27 -3%
AFT
695
Alpha Family Trust
California
$214K – – –
GCMG
696
Gyroscope Capital Management Group
Florida
$213K +$213K +900 New
WAG
697
Winthrop Advisory Group
Massachusetts
$211K -$1.65K -7 -0.8%
OWA
698
Opal Wealth Advisors
New York
$210K -$11.6K -49 -5%
EL
699
EWA LLC
Pennsylvania
$210K +$210K +882 New
FNBT
700
FineMark National Bank & Trust
Florida
$208K +$208K +879 New
26 27
28
29 30