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Verisk Analytics
VRSK

Overview Fund Activity

899 hedge funds and large institutions have $31.9B invested in Verisk Analytics in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 319 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
899
Holders Change
+28
Holders Change %
+3.21%
% of All Funds
13.18%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
109
Increased
319
Reduced
343
Closed
70
Calls
$63.8M
Puts
$29M
Net Calls
+$34.7M
Net Calls Change
-$154M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.91B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$839M
3
BlackRock
3
BlackRock
New York
$3.1B
4
Franklin Resources
4
Franklin Resources
California
$273M
5
SFFS
5
Stonehage Fleming Financial Services
Jersey
$157M

Top Sellers

1
Citigroup
1
Citigroup
New York
$37.2M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$112M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$349M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.64B
5
Flossbach Von Storch
5
Flossbach Von Storch
Germany
$68.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
701
Addison Advisors
Vermont
$211K +$4.54K +19 +2%
FNBT
702
FineMark National Bank & Trust
Florida
$209K -$1.19K -5 -0.6%
WAG
703
Winthrop Advisory Group
Massachusetts
$209K -$4.3K -18 -2%
OWA
704
Opal Wealth Advisors
New York
$209K -$4.3K -18 -2%
TCOTS
705
Trust Company of the South
North Carolina
$208K +$208K +871 New
CTC
706
Central Trust Company
Missouri
$207K – – –
EFS
707
Essex Financial Services
Connecticut
$207K +$1.43K +6 +0.7%
HT
708
Headlands Technologies
Illinois
$206K +$87.4K +366 +74%
IIC
709
Integrated Investment Consultants
Michigan
$205K – – –
CIA
710
Concurrent Investment Advisors
Florida
$204K +$204K +856 New
ECM
711
Evergreen Capital Management
Washington
$204K +$204K +854 New
PWPS
712
Pinnacle Wealth Planning Services
Ohio
$203K -$239 -1 -0.1%
PAA
713
Peregrine Asset Advisers
Oregon
$203K – – –
BCM
714
Blume Capital Management
California
$195K -$5.97K -25 -3%
CA
715
Clearstead Advisors
Ohio
$192K -$228K -953 -54%
FHA
716
First Horizon Advisors
Tennessee
$190K – – –
SPIA
717
Steward Partners Investment Advisory
New York
$185K +$51.8K +217 +39%
SIM
718
Sentry Investment Management
Wisconsin
$179K -$19.3K -81 -10%
ST
719
Smithfield Trust
Pennsylvania
$175K +$10.4K +43 +6%
HIIFS
720
Harel Insurance Investments & Financial Services
Israel
$170K -$60.2K -253 -26%
PAM
721
Paradigm Asset Management
New York
$167K – – –
MCM
722
MV Capital Management
Maryland
$160K +$56.1K +235 +54%
NICM
723
Neo Ivy Capital Management
New York
$160K +$160K +670 New
AIM
724
Acropolis Investment Management
Missouri
$159K -$239 -1 -0.1%
HIA
725
Harbor Investment Advisory
Maryland
$159K +$23.9K +100 +18%
27 28
29
30 31