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Verisk Analytics
VRSK

Overview Fund Activity

871 hedge funds and large institutions have $31.2B invested in Verisk Analytics in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 298 increasing their positions, 351 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+6
Holders Change %
+0.69%
% of All Funds
13.89%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
81
Increased
298
Reduced
351
Closed
62
Calls
$234M
Puts
$44.8M
Net Calls
+$189M
Net Calls Change
+$96.8M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$501M
2
Citigroup
Citigroup
New York
+$439M
3
UIM
USS Investment Management
United Kingdom
+$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$92.8M
5
Franklin Resources
Franklin Resources
California
+$75M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$211M
2
Millennium Management
Millennium Management
New York
-$169M
3
Citadel Advisors
Citadel Advisors
Florida
-$166M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$156M
5
Two Sigma Investments
Two Sigma Investments
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
751
IFP Advisors
Florida
$51K -$116K -492 -69%
NS
752
NBC Securities
Alabama
$50K +$50K +212 New
BIA
753
Bell Investment Advisors
California
$47.5K – – –
GBT
754
Grove Bank & Trust
Florida
$45.1K -$2.36K -10 -5%
AA
755
Ancora Advisors
Ohio
$45K – – –
MCM
756
Manchester Capital Management
Vermont
$44.4K +$37.1K +157 +506%
GWS
757
Glassman Wealth Services
Virginia
$43.9K – – –
HWM
758
HighMark Wealth Management
Minnesota
$43K – – –
EWA
759
EverSource Wealth Advisors
Alabama
$41.6K -$11.4K -48 -21%
SIC
760
Salem Investment Counselors
North Carolina
$40.6K – – –
RTC
761
Riverview Trust Company
Washington
$40.2K – – –
CT
762
Clearstead Trust
Maine
$39.5K – – –
NC
763
NewSquare Capital
Pennsylvania
$39.5K +$39.5K +167 New
WB
764
Webster Bank
Connecticut
$38.3K – – –
HWA
765
Heritage Wealth Advisors
Virginia
$37.1K – – –
Capstone Investment Advisors
766
Capstone Investment Advisors
New York
$36.1K +$12.5K +53 +53%
DFA
767
DHJJ Financial Advisors
Illinois
$35.4K +$35.4K +150 New
FFA
768
Farther Finance Advisors
California
$35.2K +$6.85K +29 +24%
Group One Trading
769
Group One Trading
Illinois
$35K -$128K -541 -79%
PTC
770
Private Trust Company
Ohio
$34K – – –
GWM
771
Geneos Wealth Management
Colorado
$29.3K – – –
SOW
772
State of Wyoming
Wyoming
$29.3K +$29.3K +124 New
SS
773
Sunbelt Securities
Texas
$28.2K -$3.55K -15 -11%
FMP
774
Financial Management Professionals
Texas
$26K – – –
CCA
775
Catalyst Capital Advisors
New York
$25.3K +$5.2K +22 +26%
29 30
31
32 33