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Verisk Analytics
VRSK

Overview Fund Activity

782 hedge funds and large institutions have $30.9B invested in Verisk Analytics in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 274 increasing their positions, 307 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
-43
Holders Change %
-5.21%
% of All Funds
12.38%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
75
Increased
274
Reduced
307
Closed
109
Calls
$47M
Puts
$61M
Net Calls
-$14M
Net Calls Change
-$3.58M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$786M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$594M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$248M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$103M
5
BlackRock
BlackRock
New York
+$98.1M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$407M
2
Deutsche Bank
Deutsche Bank
Germany
-$154M
3
Franklin Resources
Franklin Resources
California
-$154M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$140M
5
Barclays
Barclays
United Kingdom
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
701
CVA Family Office
Colorado
$23K +$2.19K +10 +11%
WTA
702
Washington Trust Advisors
Massachusetts
$22K -$1.51K -7 -6%
ACM
703
Aquatic Capital Management
Illinois
$21K – – –
BCWM
704
Bartlett & Co Wealth Management
Ohio
$19.3K +$19.3K +90 New
TFS
705
TrustCore Financial Services
Tennessee
$19K – – –
BC
706
Bartlett & Co
Ohio
$19K +$19K +90 New
FPS
707
Fieldpoint Private Securities
Connecticut
$18K -$7.41K -35 -29%
FMII
708
Farmers & Merchants Investments Inc
Nebraska
$18K – – –
LC
709
Lindbrook Capital
California
$17K -$1.55K -7 -8%
MPWT
710
MassMutual Private Wealth & Trust
Connecticut
$17K +$2.21K +10 +15%
RFWA
711
RPg Family Wealth Advisory
Massachusetts
$17K – – –
FGAM
712
Financial Gravity Asset Management
Texas
$16.2K +$15.2K +3,829 +1,496%
SWA
713
SOA Wealth Advisors
New York
$16K – – –
TFGT
714
TS Financial Group (TSFG)
Illinois
$16K +$219 +1 +1%
Jones Financial Companies
715
Jones Financial Companies
Missouri
$15K -$1.48K -7 -9%
FFC
716
First Financial Corp
Indiana
$15K – – –
PMFA
717
Plante Moran Financial Advisors
Michigan
$14K -$7.97K -37 -36%
BWA
718
BDO Wealth Advisors
Florida
$14K – – –
GWM
719
Geneos Wealth Management
Colorado
$14K +$3.76K +18 +37%
GEA
720
Glen Eagle Advisors
New Jersey
$13.1K – – –
EARNEST Partners
721
EARNEST Partners
Georgia
$13K – – –
TVWM
722
Tower View Wealth Management
Wisconsin
$13K – – –
HCP
723
Hexagon Capital Partners
Arkansas
$13K – – –
MCM
724
MV Capital Management
Maryland
$13K +$2.56K +12 +24%
LWA
725
Lenox Wealth Advisors
New York
$13K +$3.84K +18 +42%
27 28
29
30 31