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Verisk Analytics
VRSK

Overview Fund Activity

750 hedge funds and large institutions have $25.8B invested in Verisk Analytics in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 250 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-28
Holders Change %
-3.6%
% of All Funds
13.21%
Holding in Top 10
4
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-63.64%
% of All Funds
0.07%
New
77
Increased
325
Reduced
250
Closed
95
Calls
$50.5M
Puts
$85.9M
Net Calls
-$35.4M
Net Calls Change
-$33.3M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
$463M
2
Citigroup
Citigroup
New York
$228M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$377M
4
CGI
Comgest Global Investors
France
$187M
5
GAM
GuardCap Asset Management
United Kingdom
$140M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
$198M
2
WCM Investment Management
WCM Investment Management
California
$0
3
BlackRock
BlackRock
New York
$2.13B
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWP
701
Lumature Wealth Partners
Georgia
$12K +$12K +67 New
EARNEST Partners
702
EARNEST Partners
Georgia
$11K – – –
TVWM
703
Tower View Wealth Management
Wisconsin
$11K – – –
HCP
704
Hexagon Capital Partners
Arkansas
$10K – – –
NFSG
705
Newbridge Financial Services Group
Florida
$9K -$28.2K -163 -76%
GRP
706
Global Retirement Partners
California
$9K +$2.88K +16 +47%
WAP
707
Wealthcare Advisory Partners
Pennsylvania
$9K +$9K +49 New
BMD
708
Better Money Decisions
New Mexico
$9K +$9K +49 New
Jones Financial Companies
709
Jones Financial Companies
Missouri
$9K +$9K +50 New
KFS
710
Kelly Financial Services
Massachusetts
$8.97K -$2.64K -15 -23%
SWA
711
Sutton Wealth Advisors
Florida
$8.48K – – –
FPS
712
Fieldpoint Private Securities
Connecticut
$8K -$16K -94 -67%
VCM
713
Versant Capital Management
Arizona
$8K – – –
SWA
714
SOA Wealth Advisors
New York
$8K +$1.28K +8 +19%
Nisa Investment Advisors
715
Nisa Investment Advisors
Missouri
$7.25K -$1.03K -5,840 -12%
CFFP
716
Center for Financial Planning
Michigan
$7K – – –
RIM
717
Rockbridge Investment Management
New York
$7K +$7K +40 New
1832 Asset Management
718
1832 Asset Management
Ontario, Canada
$6K -$3.32M -19,372 -100%
APWA
719
Atlas Private Wealth Advisors
New Jersey
$6K +$2.47K +14 +70%
FMP
720
Financial Management Professionals
Texas
$5K – – –
PMFA
721
Plante Moran Financial Advisors
Michigan
$5K – – –
MPWT
722
MassMutual Private Wealth & Trust
Connecticut
$5K +$2.5K +15 +100%
EFSCE
723
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$3.07K +19 +158%
WCM
724
Wealthcare Capital Management
Virginia
$5K +$5K +27 New
ME
725
McIlrath & Eck
Washington
$4K – – –
27 28
29
30 31