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Verisk Analytics
VRSK

Overview Fund Activity

730 hedge funds and large institutions have $26.9B invested in Verisk Analytics in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 287 increasing their positions, 233 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+28
Holders Change %
+3.99%
% of All Funds
14.77%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.26%
New
82
Increased
287
Reduced
233
Closed
51
Calls
$23.3M
Puts
$30.3M
Net Calls
-$6.97M
Net Calls Change
-$40.3M

Top Buyers

1
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$83.3M
2
Ameriprise
Ameriprise
Minnesota
$110M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
$80.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$47M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.28B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$370M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$120M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.22B
4
DZ Bank
DZ Bank
Germany
$160M
5
Sands Capital Management
Sands Capital Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
701
Versant Capital Management
Arizona
$8K – – –
FCH
702
Freestone Capital Holdings
Washington
$7.97K +$7.97K +43 New
CFFP
703
Center for Financial Planning
Michigan
$7K – – –
ZB
704
Zions Bancorporation
Utah
$7K – – –
BWA
705
BDO Wealth Advisors
Florida
$7K +$7K +36 New
AS
706
Altshuler Shaham
Israel
$7K +$7K +39 New
PW
707
Price Wealth
Texas
$6K – – –
LWA
708
Lenox Wealth Advisors
New York
$6K +$6K +34 New
FMP
709
Financial Management Professionals
Texas
$5K – – –
ME
710
McIlrath & Eck
Washington
$4K – – –
JCM
711
Jacobi Capital Management
Pennsylvania
$4K +$2.2K +11 +122%
LAS
712
Lloyd Advisory Services
Georgia
$4K +$4K +20 New
Millennium Management
713
Millennium Management
New York
$3.4K -$18.5K -99,757 -84%
EWA
714
Evolution Wealth Advisors
Florida
$3K – – –
ACM
715
AUA Capital Management
Pennsylvania
$3K +$3K +15 New
JWM
716
Janiczek Wealth Management
Colorado
$3K +$3K +16 New
BAM
717
Bellevue Asset Management
Washington
$2K -$222 -1 -10%
EW
718
Evoke Wealth
California
$2K – – –
LWM
719
Liberty Wealth Management
California
$2K +$2K +12 New
Koshinski Asset Management
720
Koshinski Asset Management
Illinois
$1.18K -$151 -783 -11%
EFSCE
721
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
AWM
722
Avior Wealth Management
Nebraska
$1K – – –
BWM
723
BerganKDV Wealth Management
Minnesota
$1K – – –
CWC
724
Carolinas Wealth Consulting
North Carolina
$1K – – –
Fidelity International
725
Fidelity International
Bermuda
$1K – – –
27 28
29
30 31