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Verisk Analytics
VRSK

Overview Fund Activity

750 hedge funds and large institutions have $25.8B invested in Verisk Analytics in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 250 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-28
Holders Change %
-3.6%
% of All Funds
13.21%
Holding in Top 10
4
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-63.64%
% of All Funds
0.07%
New
77
Increased
325
Reduced
250
Closed
95
Calls
$50.5M
Puts
$85.9M
Net Calls
-$35.4M
Net Calls Change
-$33.3M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
$463M
2
Citigroup
Citigroup
New York
$228M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$377M
4
CGI
Comgest Global Investors
France
$187M
5
GAM
GuardCap Asset Management
United Kingdom
$140M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
$198M
2
WCM Investment Management
WCM Investment Management
California
$0
3
BlackRock
BlackRock
New York
$2.13B
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSG
726
Black Swift Group
Colorado
$4K +$4K +23 New
PLU
727
Performa Ltd (US)
South Carolina
$4K +$4K +25 New
GEA
728
Glen Eagle Advisors
New Jersey
$3.71K +$3.71K +21 New
EWA
729
Evolution Wealth Advisors
Florida
$3K – – –
SCA
730
Stonebridge Capital Advisors
Minnesota
$3K +$3K +19 New
RA
731
Resolute Advisors
California
$3K +$2.83K +50 +1,667%
UFF
732
USA Financial Formulas
Michigan
$2K -$554K -3,877 -100%
JWM
733
Janiczek Wealth Management
Colorado
$2K -$10.2K -56 -84%
ACM
734
AUA Capital Management
Pennsylvania
$2K -$800 -4 -29%
LWM
735
Liberty Wealth Management
California
$2K – – –
Fidelity International
736
Fidelity International
Bermuda
$2K – – –
DWP
737
Destiny Wealth Partners
Florida
$2K +$2K +14 New
SWM
738
Sugarloaf Wealth Management
Georgia
$1.11K +$1.09K +6,162 +6,162%
SFO
739
Standard Family Office
South Dakota
$1K -$667 -4 -40%
BAM
740
Bellevue Asset Management
Washington
$1K -$125 -1 -11%
LFG
741
Larson Financial Group
Missouri
$1K – – –
AWM
742
Avior Wealth Management
Nebraska
$1K – – –
BWM
743
BerganKDV Wealth Management
Minnesota
$1K – – –
MLFP
744
MPS Loria Financial Planners
Illinois
$1K – – –
CA
745
Crewe Advisors
Utah
$1K – – –
CWP
746
Concord Wealth Partners
Virginia
$1K +$1K +3 New
Loomis, Sayles & Company
747
Loomis, Sayles & Company
Massachusetts
$1K +$1K +7 New
BWM
748
Baystate Wealth Management
Massachusetts
$1K +$1K +8 New
MWA
749
Moser Wealth Advisors
Washington
$1K +$1K +8 New
BBHC
750
Brown Brothers Harriman & Co
New York
$220 -$84 -475 -28%
28 29
30
31 32