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Verisk Analytics
VRSK

Overview Fund Activity

899 hedge funds and large institutions have $31.9B invested in Verisk Analytics in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 319 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
899
Holders Change
+28
Holders Change %
+3.21%
% of All Funds
13.18%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
109
Increased
319
Reduced
343
Closed
70
Calls
$63.8M
Puts
$29M
Net Calls
+$34.7M
Net Calls Change
-$154M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.91B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$839M
3
BlackRock
3
BlackRock
New York
$3.1B
4
Franklin Resources
4
Franklin Resources
California
$273M
5
SFFS
5
Stonehage Fleming Financial Services
Jersey
$157M

Top Sellers

1
Citigroup
1
Citigroup
New York
$37.2M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$112M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$349M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.64B
5
Flossbach Von Storch
5
Flossbach Von Storch
Germany
$68.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WM
676
1858 Wealth Management
Ohio
$251K +$251K +1,049 New
LSAG
677
Lake Street Advisors Group
New Hampshire
$250K +$250K +1,047 New
EL
678
EWA LLC
Pennsylvania
$249K +$30.5K +123 +14%
EA
679
Emerald Advisers
Pennsylvania
$248K +$248K +1,038 New
CFG
680
Citizens Financial Group
Rhode Island
$248K +$29.9K +125 +14%
BGA
681
Battery Global Advisors
Massachusetts
$247K +$247K +1,035 New
PCIA
682
Prime Capital Investment Advisors
Kansas
$247K +$247K +1,034 New
SIA
683
Schechter Investment Advisors
Michigan
$245K -$72.1K -302 -23%
IAS
684
Insigneo Advisory Services
Florida
$241K -$76.9K -322 -24%
WPWM
685
Western Pacific Wealth Management
Illinois
$239K – – –
TNB
686
Thomasville National Bank
Georgia
$237K – – –
NAS
687
Nicolet Advisory Services
Wisconsin
$237K -$54.5K -233 -19%
FAIM
688
Financial Advocates Investment Management
Washington
$229K +$25.5K +107 +13%
RAG
689
RIA Advisory Group
Iowa
$225K +$225K +1,092 New
SP
690
Systematic Portfolios
New York
$221K +$221K +927 New
HCM
691
Heathbridge Capital Management
Ontario, Canada
$221K -$47.8K -200 -18%
CAM
692
Congress Asset Management
Massachusetts
$221K – – –
VFA
693
Valeo Financial Advisors
Indiana
$220K +$15.8K +66 +8%
SHJ
694
Sharkey, Howes & Javer
Colorado
$220K – – –
RZH
695
Relyea Zuckerberg Hanson
Connecticut
$220K -$18.6K -78 -8%
ACA
696
Aptus Capital Advisors
Alabama
$219K -$34.4K -144 -14%
OWA
697
Outlook Wealth Advisors
Texas
$216K +$216K +905 New
AFT
698
Alpha Family Trust
California
$216K – – –
RCAG
699
Rehmann Capital Advisory Group
Michigan
$216K +$216K +902 New
USCWA
700
U.S. Capital Wealth Advisors
Texas
$214K -$2.87K -12 -1%
26 27
28
29 30