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Verisk Analytics

786 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 266 increasing their positions, 311 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+14
Holders Change %
+1.81%
% of All Funds
12.68%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
93
Increased
266
Reduced
311
Closed
65
Calls
$9.95M
Puts
$14.2M
Net Calls
-$4.24M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
701
Beaird Harris Wealth Management
Texas
$16.2K +$16.2K +92 New
FCA
702
FinTrust Capital Advisors
South Carolina
$16.1K
PO
703
Private Ocean
California
$15.9K +$15.9K +90 New
TFS
704
TrustCore Financial Services
Tennessee
$15.5K
CFO
705
CVA Family Office
Colorado
$15K
PI
706
PineBridge Investments
New York
$14.5K
FFL
707
Financial Freedom LLC
Ohio
$14.5K +$14.5K +82 New
MCM
708
MV Capital Management
Maryland
$13.6K +$1.06K +6 +8%
TFGT
709
TS Financial Group (TSFG)
Illinois
$13K
HCP
710
Hexagon Capital Partners
Arkansas
$12.7K
AF
711
Advisornet Financial
Minnesota
$12.5K -$15.2K -86 -55%
AWM
712
Abound Wealth Management
Tennessee
$12.4K -$5.65K -32 -31%
EARNEST Partners
713
EARNEST Partners
Georgia
$10.9K
GEA
714
Glen Eagle Advisors
New Jersey
$10.8K
EWA
715
EverSource Wealth Advisors
Alabama
$10.8K -$3K -17 -22%
AFS
716
Annapolis Financial Services
Maryland
$10.8K -$6.35K -36 -37%
SWA
717
Sutton Wealth Advisors
Florida
$10.8K -$176 -1 -2%
FGAM
718
Financial Gravity Asset Management
Texas
$10.3K -$160K -2,731 -94%
BWA
719
BDO Wealth Advisors
Florida
$10.1K
JWA
720
JFS Wealth Advisors
Pennsylvania
$9.53K -$2.29K -13 -19%
SC
721
Schubert & Co
Texas
$9.17K -$1.76K -10 -16%
KFS
722
Kelly Financial Services
Massachusetts
$9.05K
CSB
723
City State Bank
Iowa
$9K
GWM
724
Geneos Wealth Management
Colorado
$8.65K
VCM
725
Versant Capital Management
Arizona
$8.47K