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Verisk Analytics
VRSK

Overview Fund Activity

778 hedge funds and large institutions have $30.5B invested in Verisk Analytics in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 319 increasing their positions, 250 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+48
Holders Change %
+6.58%
% of All Funds
13.8%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.2%
New
109
Increased
319
Reduced
250
Closed
54
Calls
$42M
Puts
$44.2M
Net Calls
-$2.13M
Net Calls Change
+$4.84M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$209M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$662M
3
KBC Group
KBC Group
Belgium
$204M
4
OCBV
Ownership Capital B.V.
Netherlands
$363M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$227M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$10.1M
2
HL
Harding Loevner
New Jersey
$296M
3
AllianceBernstein
AllianceBernstein
Tennessee
$777M
4
BlackRock
BlackRock
New York
$2.73B
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAG
726
Safeguard Investment Advisory Group
California
$15K +$15K +74 New
TFO
727
Tarbox Family Office
California
$14K – – –
FFC
728
First Financial Corp
Indiana
$14K – – –
JWM
729
Janiczek Wealth Management
Colorado
$14K +$10.7K +51 +319%
KFS
730
Kelly Financial Services
Massachusetts
$13.6K +$3.1K +15 +29%
EARNEST Partners
731
EARNEST Partners
Georgia
$13K – – –
CWC
732
Carolinas Wealth Consulting
North Carolina
$13K +$12K +58 +1,160%
TVWM
733
Tower View Wealth Management
Wisconsin
$12K – – –
HCP
734
Hexagon Capital Partners
Arkansas
$12K – – –
TIAM2
735
Tru Independence Asset Management 2
Oregon
$12K +$12K +59 New
SWA
736
Sutton Wealth Advisors
Florida
$9.96K – – –
VCM
737
Versant Capital Management
Arizona
$9K – – –
TFGT
738
TS Financial Group (TSFG)
Illinois
$9K +$9K +42 New
FCH
739
Freestone Capital Holdings
Washington
$8.93K – – –
FCA
740
FinTrust Capital Advisors
South Carolina
$8K -$1K -5 -11%
CFFP
741
Center for Financial Planning
Michigan
$8K – – –
LGA
742
Lebenthal Global Advisors
New York
$8K +$8K +41 New
SWA
743
SOA Wealth Advisors
New York
$8K +$8K +42 New
GWM
744
Geneos Wealth Management
Colorado
$8K +$6.54K +256 +449%
GRP
745
Global Retirement Partners
California
$7K -$2.27K -11 -24%
LWA
746
Lenox Wealth Advisors
New York
$7K – – –
BWA
747
BDO Wealth Advisors
Florida
$7K – – –
PFO
748
Pathstone Family Office
New Jersey
$7K +$7K +33 New
LWCFA
749
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K +$7K +36 New
VAIA
750
Virtus Alternative Investment Advisers
Connecticut
$6K -$5.81K -30 -49%
28 29
30
31 32