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Verisk Analytics
VRSK

Overview Fund Activity

786 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 266 increasing their positions, 311 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+14
Holders Change %
+1.81%
% of All Funds
12.68%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
93
Increased
266
Reduced
311
Closed
65
Calls
$9.95M
Puts
$14.2M
Net Calls
-$4.24M
Net Calls Change
+$1.09M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$474M
2
Citadel Advisors
Citadel Advisors
Florida
+$128M
3
BlackRock
BlackRock
New York
+$105M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$89.7M
5
Millennium Management
Millennium Management
New York
+$81.4M

Top Sellers

1
ACM
AKRE Capital Management
Virginia
-$428M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$187M
3
Parnassus Investments
Parnassus Investments
California
-$129M
4
Franklin Resources
Franklin Resources
California
-$117M
5
Goldman Sachs
Goldman Sachs
New York
-$96.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
751
SJS Investment Consulting
Ohio
$3.18K +$1.59K +9 +100%
AAMU
752
AEGON Asset Management (UK)
United Kingdom
$3K – – –
DIP
753
DT Investment Partners
Pennsylvania
$2.65K – – –
SWA
754
SOA Wealth Advisors
New York
$2.65K – – –
SCA
755
Stonebridge Capital Advisors
Minnesota
$2.47K – – –
IAA
756
Independent Advisor Alliance
North Carolina
$2.32K +$538 +3,049 +30%
DI
757
Disciplined Investments
Oklahoma
$1.94K -$529 -3 -21%
SC
758
SouthState Corp
Florida
$1.76K +$1.76K +10 New
BBPWM
759
Blue Bell Private Wealth Management
Pennsylvania
$1.59K – – –
BWM
760
BerganKDV Wealth Management
Minnesota
$1.41K -$176 -1 -11%
AWM
761
Avior Wealth Management
Nebraska
$1.41K – – –
MYAM
762
Meiji Yasuda Asset Management
Japan
$1.12K -$178 -1,006 -14%
NSIM
763
North Star Investment Management
Illinois
$1.06K +$1.06K +6 New
RBC
764
Romano Brothers & Co
Illinois
$1.06K +$1.06K +6 New
MPCL
765
My Personal CFO LLC
Washington
$1.06K +$1.06K +6 New
BAM
766
Bellevue Asset Management
Washington
$1.05K – – –
ANBT
767
American National Bank & Trust
Texas
$1K -$2.33K -7 -70%
AW
768
Avion Wealth
Texas
$1K – – –
ADL
769
Asset Dedication LLC
California
$1K – – –
TFA
770
Transamerica Financial Advisors
Florida
$1K – – –
BWM
771
Baystate Wealth Management
Massachusetts
$1K – – –
ST
772
Sageworth Trust
Pennsylvania
$1K +$1K +4 New
ECM
773
Everence Capital Management
Indiana
$891 +$356 +2,015 +66%
CWC
774
Carolinas Wealth Consulting
North Carolina
$882 – – –
CSPAM
775
Cary Street Partners Asset Management
Virginia
$882 – – –
29 30
31
32 33