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Verisk Analytics
VRSK

Overview Fund Activity

871 hedge funds and large institutions have $31.2B invested in Verisk Analytics in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 298 increasing their positions, 351 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+6
Holders Change %
+0.69%
% of All Funds
13.89%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
81
Increased
298
Reduced
351
Closed
62
Calls
$234M
Puts
$44.8M
Net Calls
+$189M
Net Calls Change
+$96.8M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$501M
2
Citigroup
Citigroup
New York
+$439M
3
UIM
USS Investment Management
United Kingdom
+$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$92.8M
5
Franklin Resources
Franklin Resources
California
+$75M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$211M
2
Millennium Management
Millennium Management
New York
-$169M
3
Citadel Advisors
Citadel Advisors
Florida
-$166M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$156M
5
Two Sigma Investments
Two Sigma Investments
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
701
Central Trust Company
Missouri
$205K – – –
AA
702
Addison Advisors
Vermont
$204K +$8.03K +34 +4%
MW
703
Marcum Wealth
Ohio
$204K -$11.1K -47 -5%
OA
704
Operose Advisors
Wisconsin
$203K +$203K +861 New
EFS
705
Essex Financial Services
Connecticut
$203K +$203K +860 New
IIC
706
Integrated Investment Consultants
Michigan
$203K +$203K +858 New
FAIM
707
Financial Advocates Investment Management
Washington
$202K +$202K +854 New
VFA
708
Valeo Financial Advisors
Indiana
$202K +$202K +854 New
PWPS
709
Pinnacle Wealth Planning Services
Ohio
$201K +$201K +852 New
SPA
710
Sherbrooke Park Advisers
New York
$201K -$579K -2,449 -74%
PAA
711
Peregrine Asset Advisers
Oregon
$201K +$201K +849 New
TC
712
Telemus Capital
Michigan
$200K +$200K +847 New
BCM
713
Blume Capital Management
California
$199K -$4.73K -20 -2%
SIM
714
Sentry Investment Management
Wisconsin
$196K -$47.4K -201 -19%
DCM
715
Dupont Capital Management
Delaware
$193K -$7.36M -31,136 -97%
FHA
716
First Horizon Advisors
Tennessee
$188K – – –
T
717
TOBAM
France
$180K -$35.6K -151 -17%
PAM
718
Paradigm Asset Management
New York
$165K – – –
ST
719
Smithfield Trust
Pennsylvania
$162K – – –
AIM
720
Acropolis Investment Management
Missouri
$158K +$4.96K +21 +3%
WBC
721
Westpac Banking Corp
Australia
$151K – – –
HIA
722
Harbor Investment Advisory
Maryland
$134K – – –
JWM
723
Janiczek Wealth Management
Colorado
$132K +$2.6K +11 +2%
SPIA
724
Steward Partners Investment Advisory
New York
$132K +$8.74K +37 +7%
CUAMC
725
China Universal Asset Management Company
China
$128K +$89.1K +377 +231%
27 28
29
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