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Verisk Analytics
VRSK

Overview Fund Activity

864 hedge funds and large institutions have $30B invested in Verisk Analytics in 2023 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 259 increasing their positions, 369 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+70
Holders Change %
+8.82%
% of All Funds
13.63%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
119
Increased
259
Reduced
369
Closed
44
Calls
$113M
Puts
$21.4M
Net Calls
+$92.1M
Net Calls Change
+$101M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$209M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.07B
3
Artisan Partners
3
Artisan Partners
Wisconsin
$302M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$368M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$170M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.67B
2
Parnassus Investments
2
Parnassus Investments
California
$806M
3
Citadel Advisors
3
Citadel Advisors
Florida
$231M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$503M
5
BlackRock
5
BlackRock
New York
$2.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
751
Salem Investment Counselors
North Carolina
$38.9K – – –
RTC
752
Riverview Trust Company
Washington
$38.4K – – –
CT
753
Clearstead Trust
Maine
$37.7K – – –
CUAMC
754
China Universal Asset Management Company
China
$36.8K +$26.2K +116 +247%
WB
755
Webster Bank
Connecticut
$36.6K – – –
FA
756
Fiduciary Alliance
South Carolina
$36.4K +$36.4K +161 New
HWA
757
Heritage Wealth Advisors
Virginia
$35.5K -$2.26K -10 -6%
RI
758
Ridgewood Investments
New Jersey
$35.4K – – –
YAL
759
Your Advocates Ltd
Texas
$33.9K +$33.9K +150 New
PTC
760
Private Trust Company
Ohio
$32.5K -$452 -2 -1%
MCM
761
MV Capital Management
Maryland
$31K +$11.8K +52 +61%
SS
762
Sunbelt Securities
Texas
$30.4K +$12.2K +54 +68%
GWM
763
Geneos Wealth Management
Colorado
$28K +$17K +75 +153%
FFA
764
Farther Finance Advisors
California
$27.1K -$42.7K -189 -61%
FMP
765
Financial Management Professionals
Texas
$25K – – –
ATC
766
Adirondack Trust Company
New York
$24K – – –
BTI
767
Blue Trust Inc
Georgia
$24K -$90.7K -465 -79%
BC
768
Bartlett & Co
Ohio
$24K – – –
BCWM
769
Bartlett & Co Wealth Management
Ohio
$23.5K – – –
VWM
770
Venturi Wealth Management
Texas
$23.1K -$1.81K -8 -7%
FMII
771
Farmers & Merchants Investments Inc
Nebraska
$22.8K – – –
Capstone Investment Advisors
772
Capstone Investment Advisors
New York
$22.6K -$83.2K -368 -79%
CFO
773
CVA Family Office
Colorado
$21.5K +$1.13K +5 +6%
AWM
774
Abound Wealth Management
Tennessee
$20K +$453 +2 +2%
CCA
775
Catalyst Capital Advisors
New York
$19.2K -$1.58K -7 -8%
29 30
31
32 33