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Verisk Analytics
VRSK

Overview Fund Activity

871 hedge funds and large institutions have $31.2B invested in Verisk Analytics in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 298 increasing their positions, 351 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+6
Holders Change %
+0.69%
% of All Funds
13.89%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
81
Increased
298
Reduced
351
Closed
62
Calls
$234M
Puts
$44.8M
Net Calls
+$189M
Net Calls Change
+$96.8M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$501M
2
Citigroup
Citigroup
New York
+$439M
3
UIM
USS Investment Management
United Kingdom
+$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$92.8M
5
Franklin Resources
Franklin Resources
California
+$75M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$211M
2
Millennium Management
Millennium Management
New York
-$169M
3
Citadel Advisors
Citadel Advisors
Florida
-$166M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$156M
5
Two Sigma Investments
Two Sigma Investments
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
726
Benjamin Edwards Inc
Missouri
$122K +$237 +1 +0.2%
CSPIA
727
Cary Street Partners Investment Advisory
Virginia
$118K +$38.5K +163 +48%
AA
728
Alta Advisers
United Kingdom
$118K – – –
HT
729
Headlands Technologies
Illinois
$117K -$287K -1,216 -71%
MAM
730
Magellan Asset Management
Australia
$115K – – –
HAS
731
HBW Advisory Services
California
$115K -$1.18K -5 -1%
MCM
732
MV Capital Management
Maryland
$103K +$70.4K +298 +218%
QL
733
Quarry LP
New York
$94.7K +$35.2K +149 +59%
RFG
734
RFP Financial Group
Georgia
$94.5K – – –
TWM
735
Tradition Wealth Management
Minnesota
$90K +$236 +1 +0.3%
KFI
736
Key Financial Inc
Pennsylvania
$88.8K – – –
TFM
737
TFC Financial Management
Massachusetts
$82.2K – – –
HPC
738
HM Payson & Co
Maine
$78.2K +$7.32K +31 +10%
LC
739
Lindbrook Capital
California
$77.7K +$14.2K +60 +22%
LWCFA
740
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$76.1K – – –
AAM
741
Advisors Asset Management
Colorado
$74.7K +$74.7K +316 New
MPWT
742
MassMutual Private Wealth & Trust
Connecticut
$74.2K +$16.5K +70 +29%
MA
743
Montag & Associates
Georgia
$70.9K – – –
CYG
744
Clean Yield Group
Vermont
$61.4K – – –
BTI
745
Blue Trust Inc
Georgia
$61K +$32.9K +144 +117%
SSB
746
Sandy Spring Bank
Maryland
$59.1K – – –
VAG
747
VisionPoint Advisory Group
Texas
$57.9K +$57.9K +245 New
CFD
748
Creative Financial Designs
Indiana
$53.2K – – –
CPG
749
Cornerstone Planning Group
New Jersey
$51.7K +$472 +2 +0.9%
LS
750
Livforsakringsbolaget Skandia
Sweden
$51.5K – – –
28 29
30
31 32