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Verisk Analytics
VRSK

Overview Fund Activity

786 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 266 increasing their positions, 311 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+14
Holders Change %
+1.81%
% of All Funds
12.68%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
93
Increased
266
Reduced
311
Closed
65
Calls
$9.95M
Puts
$14.2M
Net Calls
-$4.24M
Net Calls Change
+$1.09M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$474M
2
Citadel Advisors
Citadel Advisors
Florida
+$128M
3
BlackRock
BlackRock
New York
+$105M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$89.7M
5
Millennium Management
Millennium Management
New York
+$81.4M

Top Sellers

1
ACM
AKRE Capital Management
Virginia
-$428M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$187M
3
Parnassus Investments
Parnassus Investments
California
-$129M
4
Franklin Resources
Franklin Resources
California
-$117M
5
Goldman Sachs
Goldman Sachs
New York
-$96.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
726
Hanson & Doremus Investment Management
Vermont
$8K +$8K +43 New
TCWA
727
Ten Capital Wealth Advisors
Washington
$7.94K +$706 +4 +10%
TCOV
728
Trust Company of Vermont
Vermont
$7.06K – – –
CAC
729
Core Alternative Capital
Georgia
$6.89K – – –
CFFP
730
Center for Financial Planning
Michigan
$6.7K – – –
QC
731
Quent Capital
New York
$6.7K +$1.59K +9 +31%
LFG
732
Larson Financial Group
Missouri
$6.53K – – –
AAG
733
Armstrong Advisory Group
Massachusetts
$6.53K +$6.53K +37 New
LWP
734
Lumature Wealth Partners
Georgia
$6.35K – – –
EBA
735
Eagle Bay Advisors
New York
$6.35K +$1.24K +7 +24%
IRC
736
Investors Research Corp
Georgia
$6.18K – – –
DWP
737
Destiny Wealth Partners
Florida
$5.82K +$5.82K +33 New
CA
738
Crewe Advisors
Utah
$5.12K -$10.1K -57 -66%
TVWM
739
Tower View Wealth Management
Wisconsin
$5K – – –
TSWM
740
Tyler-Stone Wealth Management
Ohio
$5K – – –
SFG
741
Steward Financial Group
Texas
$5K +$5K +33 New
AIM
742
Anchor Investment Management
South Carolina
$4.76K – – –
WBC
743
West Branch Capital
Massachusetts
$4.76K – – –
ZIG
744
Zullo Investment Group
Pennsylvania
$4.59K – – –
EE
745
EWG Elevate
California
$4.59K +$4.59K +26 New
APC
746
Aspire Private Capital
North Carolina
$4.23K – – –
DAM
747
Delta Asset Management
Tennessee
$4.23K +$4.23K +24 New
HGERS
748
Householder Group Estate & Retirement Specialist
Arizona
$4K – – –
ME
749
McIlrath & Eck
Washington
$3.88K – – –
MFT
750
Moisand Fitzgerald Tamayo
Florida
$3.88K +$3.88K +22 New
28 29
30
31 32