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Verisk Analytics

795 hedge funds and large institutions have $26.5B invested in Verisk Analytics in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 295 increasing their positions, 284 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+9
Holders Change %
+1.15%
% of All Funds
12.72%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
85
Increased
295
Reduced
284
Closed
61
Calls
$10.6M
Puts
$19.5M
Net Calls
-$8.85M
Net Calls Change
-$4.61M
Name Holding Trade Value Shares
Change
Shares
Change %
AFS
726
Annapolis Financial Services
Maryland
$11.7K
ZB
727
Zions Bancorporation
Utah
$11.5K -$8.44K -44 -42%
SWA
728
Sutton Wealth Advisors
Florida
$11.3K -$384 -2 -3%
BWA
729
BDO Wealth Advisors
Florida
$10.9K
Jones Financial Companies
730
Jones Financial Companies
Missouri
$10.7K -$9.21K -48 -46%
SC
731
Schubert & Co
Texas
$10.6K +$576 +3 +6%
CSB
732
City State Bank
Iowa
$10K
KFS
733
Kelly Financial Services
Massachusetts
$9.86K
GWM
734
Geneos Wealth Management
Colorado
$9.4K
CAC
735
Core Alternative Capital
Georgia
$9.22K +$1.73K +9 +23%
AF
736
Advisornet Financial
Minnesota
$9.21K -$4.41K -23 -32%
VCM
737
Versant Capital Management
Arizona
$9.21K
CUAMC
738
China Universal Asset Management Company
China
$9.02K +$9.02K +47 New
GRP
739
Global Retirement Partners
California
$8.77K -$11.4K -56 -57%
TCOV
740
Trust Company of Vermont
Vermont
$7.67K
CFFP
741
Center for Financial Planning
Michigan
$7.29K
QC
742
Quent Capital
New York
$7.29K
FCA
743
Fortis Capital Advisors
Kansas
$7.29K +$7.29K +38 New
LFG
744
Larson Financial Group
Missouri
$7.1K
AAG
745
Armstrong Advisory Group
Massachusetts
$7.1K
ADL
746
Asset Dedication LLC
California
$7K +$5.3K +25 +313%
JWA
747
JFS Wealth Advisors
Pennsylvania
$6.91K -$3.45K -18 -33%
LWP
748
Lumature Wealth Partners
Georgia
$6.91K
IRC
749
Investors Research Corp
Georgia
$6.72K
CA
750
Crewe Advisors
Utah
$6.14K +$576 +3 +10%