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Verisk Analytics

795 hedge funds and large institutions have $26.5B invested in Verisk Analytics in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 295 increasing their positions, 284 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+9
Holders Change %
+1.15%
% of All Funds
12.72%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
85
Increased
295
Reduced
284
Closed
61
Calls
$10.6M
Puts
$19.5M
Net Calls
-$8.85M
Net Calls Change
-$4.61M
Name Holding Trade Value Shares
Change
Shares
Change %
QL
701
Quarry LP
New York
$27.2K +$27.2K +142 New
AP
702
Arlington Partners
Alabama
$25.3K +$25.3K +132 New
VWM
703
Venturi Wealth Management
Texas
$21.1K +$21.1K +110 New
FMP
704
Financial Management Professionals
Texas
$21K
ATC
705
Adirondack Trust Company
New York
$20.1K
BC
706
Bartlett & Co
Ohio
$20K
BCWM
707
Bartlett & Co Wealth Management
Ohio
$20K
FMII
708
Farmers & Merchants Investments Inc
Nebraska
$19.4K
CT
709
Colonial Trust
South Carolina
$18.9K
CCA
710
Catalyst Capital Advisors
New York
$17.7K -$5.76K -30 -25%
CQS
711
Credential Qtrade Securities
$17.3K -$402K -2,096 -96%
CFO
712
CVA Family Office
Colorado
$17.3K +$959 +5 +6%
AWM
713
Abound Wealth Management
Tennessee
$16.5K +$3.08K +16 +23%
MCM
714
MV Capital Management
Maryland
$16.3K +$1.54K +8 +10%
FCA
715
FinTrust Capital Advisors
South Carolina
$16.1K
BAAM
716
Baker Avenue Asset Management
California
$15.7K -$10.2K -53 -39%
FFL
717
Financial Freedom LLC
Ohio
$15.7K
PI
718
PineBridge Investments
New York
$15.7K
PWMG
719
Prestige Wealth Management Group
New Jersey
$15.4K -$7.29K -38 -32%
SS
720
Sunbelt Securities
Texas
$15.3K +$15.3K +80 New
TFGT
721
TS Financial Group (TSFG)
Illinois
$14K
HCP
722
Hexagon Capital Partners
Arkansas
$13.8K
SFG
723
Steward Financial Group
Texas
$12K +$6K +33 +100%
EARNEST Partners
724
EARNEST Partners
Georgia
$11.9K
GEA
725
Glen Eagle Advisors
New Jersey
$11.7K