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Verisk Analytics
VRSK

Overview Fund Activity

771 hedge funds and large institutions have $24.7B invested in Verisk Analytics in 2022 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 258 increasing their positions, 319 reducing their positions, and 85 closing their positions.

Holders
771
Holders Change
-11
Holders Change %
-1.41%
% of All Funds
13.04%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
88
Increased
258
Reduced
319
Closed
85
Calls
$10.8M
Puts
$28M
Net Calls
-$17.3M
Net Calls Change
-$3.22M

Top Buyers

1
Parnassus Investments
1
Parnassus Investments
California
$1.05B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$980M
3
Morgan Stanley
3
Morgan Stanley
New York
$225M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$534M
5
JCM
5
Junto Capital Management
New York
$74.6M

Top Sellers

1
OCBV
1
Ownership Capital B.V.
Netherlands
$0
2
Barclays
2
Barclays
United Kingdom
$228M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$68.9M
4
JWBC
4
John W. Bristol & Co
New York
$0
5
Norges Bank
5
Norges Bank
Norway
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
751
MCF Advisors
Kentucky
$1K – – –
SIS
752
Sound Income Strategies
Florida
$1K – – –
BAM
753
Bellevue Asset Management
Washington
$1K – – –
CWC
754
Carolinas Wealth Consulting
North Carolina
$1K – – –
ADL
755
Asset Dedication LLC
California
$1K – – –
BWM
756
Baystate Wealth Management
Massachusetts
$1K – – –
AWM
757
Avior Wealth Management
Nebraska
$1K – – –
ACK
758
Andrew C. Karlinski
$1K – – –
BWM
759
BerganKDV Wealth Management
Minnesota
$1K – – –
TFA
760
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
OLVIG
761
Oliver Lagore Vanvalin Investment Group
Michigan
$1K +$1K +3 New
JFGIW
762
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1K +5 New
CHA
763
Carmichael Hill & Associates
Maryland
$1K +$1K +6 New
CA
764
CoreCap Advisors
Michigan
$1K +$1K +6 New
VWM
765
Valley Wealth Managers
New Jersey
$1K +$1K +7 New
TWP
766
TFO Wealth Partners
Ohio
$1K +$1K +8 New
WPA
767
West Paces Advisors
Georgia
$519 +$519 +3 New
VVP
768
Venture Visionary Partners
Ohio
$519 +$519 +3 New
FSWA
769
Financial Synergies Wealth Advisors
Texas
$347 +$347 +2 New
OCBV
770
Ownership Capital B.V.
Netherlands
– -$185M -860,147 Closed
JWBC
771
John W. Bristol & Co
New York
– -$73.9M -344,138 Closed
AWA
772
Aaron Wealth Advisors
Illinois
– -$485K -104,095 Closed
D.E. Shaw & Co
773
D.E. Shaw & Co
New York
– -$12.7M -59,175 Closed
PWAG
774
Polaris Wealth Advisory Group
California
– -$12.4M -56,219 Closed
Baillie Gifford & Co
775
Baillie Gifford & Co
United Kingdom
– -$10.8M -50,495 Closed
29 30
31
32 33