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Verisk Analytics
VRSK

Overview Fund Activity

746 hedge funds and large institutions have $29.2B invested in Verisk Analytics in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 294 increasing their positions, 255 reducing their positions, and 64 closing their positions.

Holders
746
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
13.1%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
71
Increased
294
Reduced
255
Closed
64
Calls
$51.2M
Puts
$59.1M
Net Calls
-$7.88M
Net Calls Change
+$1.01M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$284M
2
Goldman Sachs
2
Goldman Sachs
New York
$364M
3
Amundi
3
Amundi
France
$248M
4
CS
4
Credit Suisse
Switzerland
$350M
5
Brown Advisory
5
Brown Advisory
Maryland
$526M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$447M
2
Franklin Resources
2
Franklin Resources
California
$335M
3
Citigroup
3
Citigroup
New York
$22.2M
4
Millennium Management
4
Millennium Management
New York
$0
5
Invesco
5
Invesco
Georgia
$155M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
726
Bellwether Advisors
Nebraska
$5K 28 +28 New
EWA
727
Evolution Wealth Advisors
Florida
$4K 18 – –
ME
728
McIlrath & Eck
Washington
$4K 22 – –
PCTC
729
Perkins Coie Trust Company
Washington
$3K 14 – –
SWM
730
Selective Wealth Management
Virginia
$3K 15 – –
HFM
731
Hartford Financial Management
Connecticut
$3K 16 +16 New
Nisa Investment Advisors
732
Nisa Investment Advisors
Missouri
$2.84K 14,160 +2,000 +16%
SCA
733
Stonebridge Capital Advisors
Minnesota
$2K 9 -19 -68%
TLFA
734
True Link Financial Advisors
California
$2K 9 – –
ADL
735
Asset Dedication LLC
California
$2K 8 – –
BWM
736
Baystate Wealth Management
Massachusetts
$2K 8 – –
BWM
737
BerganKDV Wealth Management
Minnesota
$2K 8 – –
ACM
738
AUA Capital Management
Pennsylvania
$2K 10 – –
BAM
739
Bellevue Asset Management
Washington
$2K 8 – –
MWA
740
Moser Wealth Advisors
Washington
$2K 8 – –
GI
741
Gradient Investments
Minnesota
$2K 8 +8 New
ACA
742
Atlas Capital Advisors
Wyoming
$1.2K 6 – –
CWC
743
Carolinas Wealth Consulting
North Carolina
$1K 5 -74 -94%
LAS
744
Lloyd Advisory Services
Georgia
$1K 6 – –
CA
745
Crewe Advisors
Utah
$1K 6 – –
AWM
746
Avior Wealth Management
Nebraska
$1K 8 +1 +14%
MA
747
MCF Advisors
Kentucky
$1K 3 +3 New
GAM
748
Gemmer Asset Management
California
$1K 3 +3 New
BBHC
749
Brown Brothers Harriman & Co
New York
$242 1,206 – –
Millennium Management
750
Millennium Management
New York
– – -494,168 Closed
28 29
30
31 32