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Verisk Analytics
VRSK

Overview Fund Activity

778 hedge funds and large institutions have $30.5B invested in Verisk Analytics in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 319 increasing their positions, 250 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+48
Holders Change %
+6.58%
% of All Funds
13.8%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.2%
New
109
Increased
319
Reduced
250
Closed
54
Calls
$42M
Puts
$44.2M
Net Calls
-$2.13M
Net Calls Change
+$4.84M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$209M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$662M
3
KBC Group
KBC Group
Belgium
$204M
4
OCBV
Ownership Capital B.V.
Netherlands
$363M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$227M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$10.1M
2
HL
Harding Loevner
New Jersey
$296M
3
AllianceBernstein
AllianceBernstein
Tennessee
$777M
4
BlackRock
BlackRock
New York
$2.73B
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
751
Plante Moran Financial Advisors
Michigan
$6K +$6K +29 New
AWG
752
Altus Wealth Group
Colorado
$6K +$6K +29 New
ME
753
McIlrath & Eck
Washington
$5K – – –
FMP
754
Financial Management Professionals
Texas
$5K – – –
JCM
755
Jacobi Capital Management
Pennsylvania
$5K +$652 +3 +15%
EWA
756
Evolution Wealth Advisors
Florida
$4K – – –
LAS
757
Lloyd Advisory Services
Georgia
$4K – – –
APWA
758
Atlas Private Wealth Advisors
New Jersey
$4K +$4K +20 New
ACM
759
AUA Capital Management
Pennsylvania
$3K -$214 -1 -7%
PCA
760
Providence Capital Advisors
North Carolina
$3K +$3K +13 New
Capstone Investment Advisors
761
Capstone Investment Advisors
New York
$3K +$3K +14 New
MPWT
762
MassMutual Private Wealth & Trust
Connecticut
$3K +$3K +15 New
BWM
763
BerganKDV Wealth Management
Minnesota
$2K – – –
VNA
764
Valley National Advisers
Pennsylvania
$2K – – –
BAM
765
Bellevue Asset Management
Washington
$2K – – –
LWM
766
Liberty Wealth Management
California
$2K +$154 +1 +8%
Fidelity International
767
Fidelity International
Bermuda
$2K +$400 +2 +25%
EFSCE
768
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$833 +5 +71%
CB
769
CNB Bank
Pennsylvania
$2K +$2K +8 New
MLFP
770
MPS Loria Financial Planners
Illinois
$2K +$2K +8 New
SFO
771
Standard Family Office
South Dakota
$2K +$2K +10 New
MGIM
772
M&G Investment Management
United Kingdom
$1.23K +$545 +2,618 +79%
AWM
773
Avior Wealth Management
Nebraska
$1K – – –
CA
774
Crewe Advisors
Utah
$1K – – –
LFG
775
Larson Financial Group
Missouri
$1K – – –
29 30
31
32 33