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Verisk Analytics

828 hedge funds and large institutions have $33.2B invested in Verisk Analytics in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 300 increasing their positions, 258 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 54

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

16% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 258

14% more capital invested

Capital invested by funds: $29.2B → $33.2B (+$3.98B)

11% more funds holding

Funds holding: 749828 (+79)

0.22% less ownership

Funds ownership: 90.44%90.22% (-0.22%)

45% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $23.1M

Holders
828
Holders Change
+79
Holders Change %
+10.55%
% of All Funds
12.74%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
143
Increased
300
Reduced
258
Closed
54
Calls
$12.6M
Puts
$23.1M
Net Calls
-$10.5M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
751
Valley National Advisers
Pennsylvania
$15K +$1.75K +8 +14%
BFEC
752
Benjamin F. Edwards & Company
Missouri
$15K +$3.06K +14 +27%
AFG
753
Albion Financial Group
Utah
$15K +$14K +64 New
EARNEST Partners
754
EARNEST Partners
Georgia
$14K
HCP
755
Hexagon Capital Partners
Arkansas
$14K
TVWM
756
Tower View Wealth Management
Wisconsin
$14K +$218 +1 +2%
DFCM
757
Dark Forest Capital Management
Puerto Rico
$14K +$3.27K +15 +33%
TCOV
758
Trust Company of Vermont
Vermont
$14K +$13.1K +60 New
AWA
759
Amplius Wealth Advisors
Pennsylvania
$14K +$14K +64 New
GEA
760
Glen Eagle Advisors
New Jersey
$14K
ACM
761
Absolute Capital Management
Pennsylvania
$13K +$12.4K +57 New
MP
762
McDonald Partners
Ohio
$13K +$12.4K +57 New
JFA
763
JNBA Financial Advisors
Minnesota
$13K -$39.1K -179 -75%
SFM
764
Signet Financial Management
New Jersey
$13K +$12K +55 New
NFSG
765
Newbridge Financial Services Group
Florida
$12K +$218 +1 +2%
FAG
766
Fortitude Advisory Group
Washington
$12K +$11.1K +51 New
SFO
767
Standard Family Office
South Dakota
$12K +$11.8K +54 New
KFS
768
Kelly Financial Services
Massachusetts
$11.7K
SWA
769
Sutton Wealth Advisors
Florida
$11.2K
GWM
770
Geneos Wealth Management
Colorado
$11K
LWP
771
Lumature Wealth Partners
Georgia
$11K
VCM
772
Versant Capital Management
Arizona
$11K
MCM
773
MV Capital Management
Maryland
$11K +$1.31K +6 +14%
HIIFS
774
Harel Insurance Investments & Financial Services
Israel
$11K +$10.3K +47 New
CSB
775
City State Bank
Iowa
$11K +$10.9K +50 New