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Verisk Analytics
VRSK

Overview Fund Activity

750 hedge funds and large institutions have $25.8B invested in Verisk Analytics in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 250 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-28
Holders Change %
-3.6%
% of All Funds
13.21%
Holding in Top 10
4
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-63.64%
% of All Funds
0.07%
New
77
Increased
325
Reduced
250
Closed
95
Calls
$50.5M
Puts
$85.9M
Net Calls
-$35.4M
Net Calls Change
-$33.3M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
$463M
2
Citigroup
Citigroup
New York
$228M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$377M
4
CGI
Comgest Global Investors
France
$187M
5
GAM
GuardCap Asset Management
United Kingdom
$140M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
$198M
2
WCM Investment Management
WCM Investment Management
California
$0
3
BlackRock
BlackRock
New York
$2.13B
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
801
Citizens Financial Group
Rhode Island
– -$227K -1,094 Closed
FC
802
FORA Capital
Florida
– -$227K -1,093 Closed
EWM
803
Evermay Wealth Management
Virginia
– -$223K -1,075 Closed
B
804
Bailard
California
– -$222K -1,070 Closed
PHK
805
Point72 Hong Kong
Hong Kong
– -$221K -1,067 Closed
Lido Advisors
806
Lido Advisors
California
– -$219K -1,055 Closed
HCP
807
Holt Capital Partners
Texas
– -$218K -1,050 Closed
MFG
808
Merit Financial Group
Georgia
– -$218K -1,048 Closed
NC
809
NovaPoint Capital
Georgia
– -$212K -1,020 Closed
EFS
810
Essex Financial Services
Connecticut
– -$210K -1,014 Closed
ECM
811
Ensemble Capital Management
California
– -$210K -1,010 Closed
FNBT
812
FineMark National Bank & Trust
Florida
– -$208K -1,003 Closed
RB
813
Renasant Bank
Mississippi
– -$202K -975 Closed
GC
814
Gilbert & Cook
Iowa
– -$202K -975 Closed
YIA
815
YHB Investment Advisors
Connecticut
– -$200K -964 Closed
PWPS
816
Pinnacle Wealth Planning Services
Ohio
– -$119K -573 Closed
CCA
817
Childress Capital Advisors
Texas
– -$74K -357 Closed
CAAS
818
Capital Asset Advisory Services
Michigan
– -$58K -279 Closed
RWA
819
Ropes Wealth Advisors
Massachusetts
– -$54K -260 Closed
CTFG
820
Capstone Triton Financial Group
Oklahoma
– -$47K -227 Closed
PWM
821
Perigon Wealth Management
California
– -$43K -205 Closed
HGWM
822
Harvest Group Wealth Management
Massachusetts
– -$40K -192 Closed
KCM
823
Kathmere Capital Management
Pennsylvania
– -$39K -190 Closed
CDIA
824
Capital Directions Investment Advisors
Georgia
– -$35K -170 Closed
VCG
825
Vantage Consulting Group
Virginia
– -$34K -164 Closed
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