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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 %
BC
776
Bartlett & Co
Ohio
$25K – – –
ATC
777
Adirondack Trust Company
New York
$24.8K – – –
BCWM
778
Bartlett & Co Wealth Management
Ohio
$24.6K – – –
ANBT
779
American National Bank & Trust
Texas
$24.3K +$23.6K +100 +3,333%
GRP
780
Global Retirement Partners
California
$24.2K +$13.9K +58 +135%
KSWA
781
Kathleen S. Wright Associates
Pennsylvania
$23.9K +$23.9K +100 New
VWM
782
Venturi Wealth Management
Texas
$23.9K -$236 -1 -1%
FMII
783
Farmers & Merchants Investments Inc
Nebraska
$23.9K – – –
AS
784
Altshuler Shaham
Israel
$22.2K -$27.4K -116 -55%
CT
785
Colonial Trust
South Carolina
$22.1K +$7.6K +31 +53%
AWM
786
Abound Wealth Management
Tennessee
$20.9K – – –
Jones Financial Companies
787
Jones Financial Companies
Missouri
$20.3K +$5.67K +24 +39%
CQS
788
Credential Qtrade Securities
$19.8K – – –
CCP
789
Carmel Capital Partners
California
$19.6K +$19.6K +83 New
FFL
790
Financial Freedom LLC
Ohio
$19.4K – – –
AGWCA
791
Annis Gardner Whiting Capital Advisors
Florida
$19.4K +$19.4K +82 New
C
792
Covestor
United Kingdom
$19K -$974 -4 -5%
FCA
793
FinTrust Capital Advisors
South Carolina
$18.4K -$3.07K -13 -14%
PWMG
794
Prestige Wealth Management Group
New Jersey
$18.2K -$236 -1 -1%
TFGT
795
TS Financial Group (TSFG)
Illinois
$17K – – –
WTA
796
Washington Trust Advisors
Massachusetts
$16.3K +$16.3K +69 New
SWA
797
Sutton Wealth Advisors
Florida
$16.1K +$2.13K +9 +15%
SFG
798
Steward Financial Group
Texas
$16K -$225 -1 -1%
JWA
799
JFS Wealth Advisors
Pennsylvania
$15.8K +$2.13K +9 +16%
EARNEST Partners
800
EARNEST Partners
Georgia
$14.6K – – –
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32
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