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Verisk Analytics

828 hedge funds and large institutions have $33.2B invested in Verisk Analytics in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 300 increasing their positions, 258 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 54

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

16% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 258

14% more capital invested

Capital invested by funds: $29.2B → $33.2B (+$3.98B)

11% more funds holding

Funds holding: 749828 (+79)

0.22% less ownership

Funds ownership: 90.44%90.22% (-0.22%)

45% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $23.1M

Holders
828
Holders Change
+79
Holders Change %
+10.55%
% of All Funds
12.74%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
143
Increased
300
Reduced
258
Closed
54
Calls
$12.6M
Puts
$23.1M
Net Calls
-$10.5M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
726
Graves Light Lenhart Wealth
Virginia
$29K
CFD
727
Creative Financial Designs
Indiana
$28K
HI
728
Harbour Investments
Wisconsin
$27K -$30.8K -141 -54%
FF
729
FourThought Financial
Florida
$27K -$7.86K -36 -23%
FPS
730
Fieldpoint Private Securities
Connecticut
$27K +$8.73K +40 +50%
WTA
731
Washington Trust Advisors
Massachusetts
$25K +$23.8K +109 New
ATC
732
Adirondack Trust Company
New York
$24K
FMP
733
Financial Management Professionals
Texas
$23K
WOC
734
West Oak Capital
California
$23K
PMFA
735
Plante Moran Financial Advisors
Michigan
$23K +$4.8K +22 +28%
ACM
736
Aquatic Capital Management
Illinois
$23K +$21.8K +100 New
KPCM
737
Kings Point Capital Management
New York
$23K +$22K +101 New
CFO
738
CVA Family Office
Colorado
$22K +$20.7K +95 New
CCA
739
Catalyst Capital Advisors
New York
$20K -$1.75K -8 -8%
FMII
740
Farmers & Merchants Investments Inc
Nebraska
$20K -$655 -3 -3%
TFS
741
TrustCore Financial Services
Tennessee
$20K
LC
742
Lindbrook Capital
California
$19K
RFWA
743
RPg Family Wealth Advisory
Massachusetts
$18.1K
SWA
744
SOA Wealth Advisors
New York
$18K
Jones Financial Companies
745
Jones Financial Companies
Missouri
$18K +$6.11K +28 +56%
TFGT
746
TS Financial Group (TSFG)
Illinois
$17K
FFC
747
First Financial Corp
Indiana
$16K
BWA
748
BDO Wealth Advisors
Florida
$15K
TFO
749
Tarbox Family Office
California
$15K
MPWT
750
MassMutual Private Wealth & Trust
Connecticut
$15K +$1.31K +6 +10%