VRSK icon

Verisk Analytics
VRSK

Overview Fund Activity

899 hedge funds and large institutions have $31.9B invested in Verisk Analytics in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 319 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
899
Holders Change
+28
Holders Change %
+3.21%
% of All Funds
13.18%
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
319
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 %
FFA
776
Frazier Financial Advisors
Ohio
$32.5K +$32.5K +136 New
VWM
777
Venturi Wealth Management
Texas
$31.5K +$7.41K +31 +31%
GWM
778
Geneos Wealth Management
Colorado
$29.9K +$239 +1 +0.8%
CFO
779
CVA Family Office
Colorado
$29.9K +$29.9K +125 New
VAG
780
VisionPoint Advisory Group
Texas
$27K -$31.5K -132 -54%
FMP
781
Financial Management Professionals
Texas
$26K – – –
Loomis, Sayles & Company
782
Loomis, Sayles & Company
Massachusetts
$26K +$14.8K +61 +133%
ATC
783
Adirondack Trust Company
New York
$25.4K – – –
BC
784
Bartlett & Co
Ohio
$25K – – –
BCWM
785
Bartlett & Co Wealth Management
Ohio
$24.7K – – –
FMII
786
Farmers & Merchants Investments Inc
Nebraska
$24.1K – – –
CFD
787
Creative Financial Designs
Indiana
$23.9K -$29.9K -125 -56%
KSWA
788
Kathleen S. Wright Associates
Pennsylvania
$23.6K – – –
MCM
789
Manchester Capital Management
Vermont
$22.7K -$22.2K -93 -49%
GBT
790
Grove Bank & Trust
Florida
$21.7K -$23.9K -100 -52%
PCMC
791
Planning Capital Management Corporation
Pennsylvania
$21.5K +$21.5K +90 New
CT
792
Colonial Trust
South Carolina
$21.4K – – –
AWM
793
Abound Wealth Management
Tennessee
$21.1K +$238 +1 +1%
TCWA
794
Turtle Creek Wealth Advisors
Texas
$20.1K +$20.1K +84 New
SS
795
Sunbelt Securities
Texas
$19.9K -$8.64K -36 -30%
FFL
796
Financial Freedom LLC
Ohio
$19.6K – – –
AGWCA
797
Annis Gardner Whiting Capital Advisors
Florida
$19.6K – – –
NFA
798
Northwest Financial Advisors
Virginia
$19.5K +$19.5K +82 New
C
799
Covestor
United Kingdom
$19K – – –
PWMG
800
Prestige Wealth Management Group
New Jersey
$18.2K -$239 -1 -1%
30 31
32
33 34