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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 %
BBPWM
776
Blue Bell Private Wealth Management
Pennsylvania
$1.73K – – –
BWM
777
Baystate Wealth Management
Massachusetts
$1.55K – – –
BWM
778
BerganKDV Wealth Management
Minnesota
$1.54K – – –
AWM
779
Avior Wealth Management
Nebraska
$1.53K – – –
NSIM
780
North Star Investment Management
Illinois
$1.15K – – –
TFA
781
Transamerica Financial Advisors
Florida
$1K – – –
AW
782
Avion Wealth
Texas
$1K – – –
CA
783
Centerpoint Advisors
Massachusetts
$1K +$1K +5 New
ECM
784
Everence Capital Management
Indiana
$969 – – –
CSPAM
785
Cary Street Partners Asset Management
Virginia
$959 – – –
CWC
786
Carolinas Wealth Consulting
North Carolina
$959 – – –
NMG
787
New Millennium Group
Utah
$959 – – –
AAS
788
Ameritas Advisory Services
Nebraska
$959 +$959 +5 New
MA
789
MCF Advisors
Kentucky
$576 – – –
ANBT
790
American National Bank & Trust
Texas
$576 – – –
TWD
791
True Wealth Design
Ohio
$576 – – –
FSWA
792
Financial Synergies Wealth Advisors
Texas
$384 – – –
DWA
793
Delos Wealth Advisors
Texas
$384 – – –
BCMLT
794
Beacon Capital Management LLC (Tennessee)
Tennessee
$384 – – –
CTA
795
Colonial Trust Advisors
South Carolina
$192 – – –
HL
796
Harding Loevner
New Jersey
– -$148M -838,580 Closed
Point72 Asset Management
797
Point72 Asset Management
Connecticut
– -$28.3M -160,600 Closed
OCM
798
Oribel Capital Management
New York
– -$22.3M -126,600 Closed
ERSOT
799
Employees Retirement System of Texas
Texas
– -$13.9M -79,000 Closed
ECM
800
ExodusPoint Capital Management
New York
– -$7.94M -45,017 Closed
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