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Verisk Analytics

828 hedge funds and large institutions have $33.2B invested in Verisk Analytics in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 300 increasing their positions, 258 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 54

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

16% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 258

14% more capital invested

Capital invested by funds: $29.2B → $33.2B (+$3.98B)

11% more funds holding

Funds holding: 749828 (+79)

0.22% less ownership

Funds ownership: 90.44%90.22% (-0.22%)

45% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $23.1M

Holders
828
Holders Change
+79
Holders Change %
+10.55%
% of All Funds
12.74%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
143
Increased
300
Reduced
258
Closed
54
Calls
$12.6M
Puts
$23.1M
Net Calls
-$10.5M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
776
Optiver Holding
Netherlands
$10K
LWA
777
Lenox Wealth Advisors
New York
$10K +$1.96K +9 +26%
CFFP
778
Center for Financial Planning
Michigan
$9K
RIM
779
Rockbridge Investment Management
New York
$9K
QC
780
Quent Capital
New York
$7K +$6.33K +29 New
AIM
781
Anchor Investment Management
South Carolina
$6.18K +$5.89K +27 New
LWCFA
782
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K -$10.9K -50 -67%
BA
783
Bellwether Advisors
Nebraska
$6K
JWM
784
Janiczek Wealth Management
Colorado
$6K
WBC
785
West Branch Capital
Massachusetts
$6K
BWM
786
BerganKDV Wealth Management
Minnesota
$6K +$3.93K +18 +225%
EWA
787
EverSource Wealth Advisors
Alabama
$6K +$5.46K +25 New
ZIG
788
Zullo Investment Group
Pennsylvania
$6K +$5.67K +26 New
SC
789
Sierra Capital
Florida
$6K +$5.89K +27 New
EBA
790
Eagle Bay Advisors
New York
$5K -$1.75K -8 -24%
ME
791
McIlrath & Eck
Washington
$5K
APC
792
Aspire Private Capital
North Carolina
$5K +$4.36K +20 New
JWA
793
JFS Wealth Advisors
Pennsylvania
$4K +$4.15K +19 New
SWM
794
Selective Wealth Management
Virginia
$3K
SCA
795
Stonebridge Capital Advisors
Minnesota
$3K +$1.31K +6 +67%
AIP
796
Ahrens Investment Partners
Louisiana
$3K +$2.4K +11 New
SC
797
Schubert & Co
Texas
$3K +$2.84K +13 New
SC
798
SouthState Corp
Florida
$3K +$2.84K +13 New
DHGWA
799
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3K +$3.06K +14 New
S
800
Surevest
California
$3K +$3.06K +14 New