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Verisk Analytics

828 hedge funds and large institutions have $33.2B invested in Verisk Analytics in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 300 increasing their positions, 258 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 54

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

16% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 258

14% more capital invested

Capital invested by funds: $29.2B → $33.2B (+$3.98B)

11% more funds holding

Funds holding: 749828 (+79)

0.22% less ownership

Funds ownership: 90.44%90.22% (-0.22%)

45% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $23.1M

Holders
828
Holders Change
+79
Holders Change %
+10.55%
% of All Funds
12.74%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
143
Increased
300
Reduced
258
Closed
54
Calls
$12.6M
Puts
$23.1M
Net Calls
-$10.5M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
701
Ancora Advisors
Ohio
$78K
SC
702
Solstein Capital
California
$75K
AF
703
Advisornet Financial
Minnesota
$70K +$30.1K +138 +81%
HPC
704
HM Payson & Co
Maine
$69K
SBL
705
Sargent Bickham Lagudis
Colorado
$69K
Simplex Trading
706
Simplex Trading
Illinois
$68K -$1.4M -6,412 -96%
C
707
Covestor
United Kingdom
$64K +$60.4K +277 New
AG
708
AIA Group
Hong Kong
$63K +$60.2K +276 New
BIA
709
Bell Investment Advisors
California
$60K +$9.6K +44 +20%
CWS
710
Confluence Wealth Services
Pennsylvania
$60K +$58K +266 New
PCG
711
Private Capital Group
Connecticut
$59K
CFA
712
Carroll Financial Associates
North Carolina
$58K -$1.09K -5 -2%
GWS
713
Glassman Wealth Services
Virginia
$57K +$2.4K +11 +5%
TWA
714
TCI Wealth Advisors
Arizona
$55K
VCM
715
Vigilant Capital Management
Maine
$53K
AS
716
Altshuler Shaham
Israel
$50K +$48K +220 New
1832 Asset Management
717
1832 Asset Management
Ontario, Canada
$49K -$6.84M -31,349 -99%
TCWA
718
Ten Capital Wealth Advisors
Washington
$49K +$46.5K +213 New
KSWA
719
Kathleen S. Wright Associates
Pennsylvania
$46K +$43.6K +200 New
FFA
720
Freedman Financial Associates
Massachusetts
$43K
RFA
721
Reilly Financial Advisors
California
$37K
WB
722
Webster Bank
Connecticut
$37K
EPM
723
Equitec Proprietary Markets
Illinois
$34K +$32.7K +150 New
PWMG
724
Prestige Wealth Management Group
New Jersey
$31K -$436 -2 -1%
Manulife (Manufacturers Life Insurance)
725
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.1K -$16.5M -75,833 -37%