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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 %
C
776
Covestor
United Kingdom
$19K -$38.5K -166 -67%
CQS
777
Credential Qtrade Securities
$19K -$1.36K -6 -7%
FFL
778
Financial Freedom LLC
Ohio
$18.5K – – –
PWMG
779
Prestige Wealth Management Group
New Jersey
$17.6K -$452 -2 -3%
TFGT
780
TS Financial Group (TSFG)
Illinois
$17K – – –
FCAG
781
First Capital Advisors Group
New Jersey
$17K +$17K +75 New
FCA
782
FinTrust Capital Advisors
South Carolina
$16.1K – – –
SFG
783
Steward Financial Group
Texas
$16K +$1.33K +6 +9%
EARNEST Partners
784
EARNEST Partners
Georgia
$14K – – –
BWA
785
BDO Wealth Advisors
Florida
$14K +$1.13K +5 +9%
Jones Financial Companies
786
Jones Financial Companies
Missouri
$14K +$1.36K +6 +11%
GEA
787
Glen Eagle Advisors
New Jersey
$13.8K +$223 +1 +2%
AFS
788
Annapolis Financial Services
Maryland
$13.8K – – –
FGAM
789
Financial Gravity Asset Management
Texas
$13.6K +$2.04K +34 +18%
SWA
790
Sutton Wealth Advisors
Florida
$13.3K – – –
AF
791
Advisornet Financial
Minnesota
$13.3K +$2.49K +11 +23%
CT
792
Colonial Trust
South Carolina
$13.2K -$8.93K -40 -40%
CAC
793
Core Alternative Capital
Georgia
$13.1K +$2.26K +10 +21%
JWA
794
JFS Wealth Advisors
Pennsylvania
$13.1K +$4.97K +22 +61%
GKIM
795
GW&K Investment Management
Massachusetts
$12K +$12K +52 New
KFS
796
Kelly Financial Services
Massachusetts
$11.6K – – –
ZB
797
Zions Bancorporation
Utah
$11.3K -$2.26K -10 -17%
GGI
798
Godsey & Gibb Inc
Virginia
$11.3K +$11.3K +50 New
VCM
799
Versant Capital Management
Arizona
$11.1K +$226 +1 +2%
CSB
800
City State Bank
Iowa
$11K – – –
30 31
32
33 34