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Verisk Analytics
VRSK

Overview Fund Activity

865 hedge funds and large institutions have $30.1B invested in Verisk Analytics in 2023 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 259 increasing their positions, 370 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
Holders Change
+70
Holders Change %
+8.81%
% of All Funds
13.64%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
119
Increased
259
Reduced
370
Closed
44
Calls
$113M
Puts
$21.4M
Net Calls
+$92.1M
Net Calls Change
+$101M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$209M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.07B
3
Artisan Partners
3
Artisan Partners
Wisconsin
$302M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$368M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$170M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.67B
2
Parnassus Investments
2
Parnassus Investments
California
$806M
3
Citadel Advisors
3
Citadel Advisors
Florida
$231M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$503M
5
BlackRock
5
BlackRock
New York
$2.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
726
Acadian Asset Management
Massachusetts
$95K +$95K +426 New
RFG
727
RFP Financial Group
Georgia
$90.4K +$90.4K +400 New
TWM
728
Tradition Wealth Management
Minnesota
$86K +$451 +2 +0.5%
KFI
729
Key Financial Inc
Pennsylvania
$85K +$4.52K +20 +6%
TFM
730
TFC Financial Management
Massachusetts
$78.7K – – –
CSPIA
731
Cary Street Partners Investment Advisory
Virginia
$76.4K +$11.3K +50 +17%
LWCFA
732
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$74.8K – – –
MA
733
Montag & Associates
Georgia
$67.8K – – –
HPC
734
HM Payson & Co
Maine
$67.8K – – –
RFA
735
Resurgent Financial Advisors
Georgia
$64.6K -$9.95K -44 -13%
LC
736
Lindbrook Capital
California
$60.8K +$15.4K +68 +34%
VSQM
737
V-Square Quantitative Management
Illinois
$58.1K +$58.1K +257 New
QL
738
Quarry LP
New York
$57K +$24.9K +110 +77%
SSB
739
Sandy Spring Bank
Maryland
$56.5K -$11.3K -50 -17%
CYG
740
Clean Yield Group
Vermont
$56.5K – – –
MPWT
741
MassMutual Private Wealth & Trust
Connecticut
$55.2K +$11.1K +49 +25%
CFD
742
Creative Financial Designs
Indiana
$50.9K +$50.9K +225 New
EWA
743
EverSource Wealth Advisors
Alabama
$50.7K +$12.2K +54 +32%
LS
744
Livforsakringsbolaget Skandia
Sweden
$49.3K – – –
CPG
745
Cornerstone Planning Group
New Jersey
$49K +$49K +217 New
AS
746
Altshuler Shaham
Israel
$47.5K +$47.5K +210 New
BIA
747
Bell Investment Advisors
California
$45.4K -$904 -4 -2%
GBT
748
Grove Bank & Trust
Florida
$45.4K -$3.62K -16 -7%
AA
749
Ancora Advisors
Ohio
$43K -$34K -150 -44%
GWS
750
Glassman Wealth Services
Virginia
$42K -$24.4K -108 -37%
28 29
30
31 32