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Verisk Analytics
VRSK

Overview Fund Activity

795 hedge funds and large institutions have $26.5B invested in Verisk Analytics in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 295 increasing their positions, 284 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+9
Holders Change %
+1.15%
% of All Funds
12.72%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
85
Increased
295
Reduced
284
Closed
61
Calls
$10.6M
Puts
$19.5M
Net Calls
-$8.85M
Net Calls Change
-$4.61M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$332M
2
Two Sigma Investments
Two Sigma Investments
New York
$165M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$124M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$225M
5
VNIM
Vaughan Nelson Investment Management
Texas
$91.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$134M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$276M
3
Parnassus Investments
Parnassus Investments
California
$862M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
$254M
5
HL
Harding Loevner
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TVWM
751
Tower View Wealth Management
Wisconsin
$6K +$194 +1 +3%
WBC
752
West Branch Capital
Massachusetts
$5.18K – – –
AIM
753
Anchor Investment Management
South Carolina
$5.18K – – –
CBT
754
Central Bank & Trust
Kentucky
$5.18K +$5.18K +27 New
HGERS
755
Householder Group Estate & Retirement Specialist
Arizona
$5K – – –
AAMU
756
AEGON Asset Management (UK)
United Kingdom
$5K +$1.4K +7 +39%
FGAM
757
Financial Gravity Asset Management
Texas
$4.73K +$394 +16 +9%
EBA
758
Eagle Bay Advisors
New York
$4.61K -$2.3K -12 -33%
APC
759
Aspire Private Capital
North Carolina
$4.61K – – –
ME
760
McIlrath & Eck
Washington
$4.22K – – –
MFT
761
Moisand Fitzgerald Tamayo
Florida
$4.22K – – –
SIC
762
SJS Investment Consulting
Ohio
$4.03K +$576 +3 +17%
PCM
763
Pointe Capital Management
Michigan
$3.65K +$3.65K +19 New
DI
764
Disciplined Investments
Oklahoma
$3.45K +$1.34K +7 +64%
JGIA
765
Jackson Grant Investment Advisers
Connecticut
$3.45K +$3.45K +18 New
CAL
766
Capital Advisors Ltd
Ohio
$3K +$3K +16 New
DIP
767
DT Investment Partners
Pennsylvania
$2.89K – – –
SWA
768
SOA Wealth Advisors
New York
$2.88K – – –
SCA
769
Stonebridge Capital Advisors
Minnesota
$2.69K – – –
Commonwealth Equity Services
770
Commonwealth Equity Services
Massachusetts
$2.37K +$248 +1,295 +12%
GFWA
771
Grey Fox Wealth Advisors
Delaware
$2.3K +$2.3K +12 New
BWL
772
Bogart Wealth LLC
Virginia
$2.3K +$2.3K +12 New
AIP
773
Ahrens Investment Partners
Louisiana
$2.11K +$2.11K +11 New
SIA
774
SkyView Investment Advisors
New Jersey
$2K +$2K +10 New
SC
775
SouthState Corp
Florida
$1.92K – – –
29 30
31
32 33