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Verisk Analytics
VRSK

Overview Fund Activity

899 hedge funds and large institutions have $31.9B invested in Verisk Analytics in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 319 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
899
Holders Change
+28
Holders Change %
+3.21%
% of All Funds
13.18%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
109
Increased
319
Reduced
343
Closed
70
Calls
$63.8M
Puts
$29M
Net Calls
+$34.7M
Net Calls Change
-$154M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.91B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$839M
3
BlackRock
3
BlackRock
New York
$3.1B
4
Franklin Resources
4
Franklin Resources
California
$273M
5
SFFS
5
Stonehage Fleming Financial Services
Jersey
$157M

Top Sellers

1
Citigroup
1
Citigroup
New York
$37.2M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$112M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$349M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.64B
5
Flossbach Von Storch
5
Flossbach Von Storch
Germany
$68.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
726
TOBAM
France
$152K -$29.8K -125 -16%
JFGIW
727
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$149K +$149K +623 New
JWM
728
Janiczek Wealth Management
Colorado
$133K -$478 -2 -0.4%
PAS
729
Point72 Asia (Singapore)
Singapore
$126K +$126K +529 New
BEI
730
Benjamin Edwards Inc
Missouri
$123K +$476 +2 +0.4%
AA
731
Alta Advisers
United Kingdom
$119K – – –
SNB
732
Security National Bank
Nebraska
$119K +$119K +500 New
HAS
733
HBW Advisory Services
California
$117K – – –
MAM
734
Magellan Asset Management
Australia
$116K – – –
RFG
735
RFP Financial Group
Georgia
$103K +$7.41K +31 +8%
VIA
736
Virtus Investment Advisers
Connecticut
$98.4K +$98.4K +412 New
SAM
737
Smartleaf Asset Management
Massachusetts
$95.2K +$95.2K +401 New
WTG
738
West Tower Group
Virginia
$91.7K +$91.7K +384 New
LC
739
Lindbrook Capital
California
$91.5K +$12.9K +54 +16%
TWM
740
Tradition Wealth Management
Minnesota
$91K – – –
BTI
741
Blue Trust Inc
Georgia
$91K +$27.9K +118 +44%
KFI
742
Key Financial Inc
Pennsylvania
$89.8K – – –
SOW
743
State of Wyoming
Wyoming
$86.5K +$56.8K +238 +192%
MA
744
Montag & Associates
Georgia
$86K +$14.3K +60 +20%
LS
745
Livforsakringsbolaget Skandia
Sweden
$85.8K +$33.7K +141 +65%
RIM
746
Rakuten Investment Management
Japan
$85.3K +$85.3K +359 New
IA
747
IFP Advisors
Florida
$83.4K +$31.8K +133 +62%
TFM
748
TFC Financial Management
Massachusetts
$83.1K – – –
FFA
749
Farther Finance Advisors
California
$78.6K +$43K +180 +121%
HPC
750
HM Payson & Co
Maine
$71.7K -$7.41K -31 -9%
28 29
30
31 32