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Verisk Analytics
VRSK

Overview Fund Activity

898 hedge funds and large institutions have $31.8B invested in Verisk Analytics in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 318 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+28
Holders Change %
+3.22%
% of All Funds
13.17%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
109
Increased
318
Reduced
343
Closed
70
Calls
$63.8M
Puts
$29M
Net Calls
+$34.7M
Net Calls Change
-$154M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.91B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$839M
3
BlackRock
3
BlackRock
New York
$3.1B
4
Franklin Resources
4
Franklin Resources
California
$273M
5
SFFS
5
Stonehage Fleming Financial Services
Jersey
$157M

Top Sellers

1
Citigroup
1
Citigroup
New York
$37.2M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$112M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$349M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.64B
5
Flossbach Von Storch
5
Flossbach Von Storch
Germany
$68.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KI
751
Kapitalo Investimentos
Brazil
$69.3K +$69.3K +290 New
CUAMC
752
China Universal Asset Management Company
China
$69K -$60K -251 -46%
WIA
753
Wetzel Investment Advisors
Indiana
$62K +$62K +258 New
CYG
754
Clean Yield Group
Vermont
$59.7K – – –
PIM
755
Plato Investment Management
Australia
$53.3K +$53.3K +223 New
EWA
756
EverSource Wealth Advisors
Alabama
$52.9K +$10.8K +45 +26%
CPG
757
Cornerstone Planning Group
New Jersey
$50.6K -$1.67K -7 -3%
SSB
758
Sandy Spring Bank
Maryland
$49.4K -$10.3K -43 -17%
NS
759
NBC Securities
Alabama
$48K -$1.64K -7 -3%
BIA
760
Bell Investment Advisors
California
$46.8K -$1.19K -5 -2%
AA
761
Ancora Advisors
Ohio
$45.5K – – –
GWS
762
Glassman Wealth Services
Virginia
$44.7K +$239 +1 +0.5%
RIL
763
Rothschild Investment LLC
Illinois
$44K +$44K +184 New
HWM
764
HighMark Wealth Management
Minnesota
$43.5K – – –
Group One Trading
765
Group One Trading
Illinois
$42.3K +$6.93K +29 +20%
SIC
766
Salem Investment Counselors
North Carolina
$41.1K – – –
CT
767
Clearstead Trust
Maine
$39.9K – – –
WB
768
Webster Bank
Connecticut
$38.7K – – –
HWA
769
Heritage Wealth Advisors
Virginia
$37.5K – – –
DFA
770
DHJJ Financial Advisors
Illinois
$35.8K – – –
GRP
771
Global Retirement Partners
California
$35.6K +$11.6K +49 +49%
PTC
772
Private Trust Company
Ohio
$33.9K -$478 -2 -1%
DCP
773
DSM Capital Partners
Florida
$33K +$33K +138 New
CCA
774
Catalyst Capital Advisors
New York
$32.5K +$6.93K +29 +27%
FFA
775
Frazier Financial Advisors
Ohio
$32.5K +$32.5K +136 New
29 30
31
32 33