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Verisk Analytics
VRSK

Overview Fund Activity

748 hedge funds and large institutions have $25.1B invested in Verisk Analytics in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 281 increasing their positions, 272 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
13.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
81
Increased
281
Reduced
272
Closed
73
Calls
$64.5M
Puts
$73.4M
Net Calls
-$8.89M
Net Calls Change
+$26.5M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$270M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$178M
3
Macquarie Group
3
Macquarie Group
Australia
$89.5M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$99.6M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$441M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$593M
2
Franklin Resources
2
Franklin Resources
California
$483M
3
AC
3
AKO Capital
United Kingdom
$0
4
BlackRock
4
BlackRock
New York
$1.98B
5
Citigroup
5
Citigroup
New York
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWM
801
Total Clarity Wealth Management
Illinois
– -$71K -400 Closed
EP
802
Eudaimonia Partners
Tennessee
– -$69K -393 Closed
MA
803
Montag & Associates
Georgia
– -$62K -350 Closed
MIFH
804
Migdal Insurance & Financial Holdings
Israel
– -$54K -306 Closed
TC
805
Truvestments Capital
Florida
– -$48K -271 Closed
ACM
806
Allred Capital Management
Texas
– -$47K -266 Closed
Acadian Asset Management
807
Acadian Asset Management
Massachusetts
– -$26K -146 Closed
VFA
808
Valeo Financial Advisors
Indiana
– -$20K -111 Closed
AF
809
Advisornet Financial
Minnesota
– -$18K -100 Closed
SLF
810
Sun Life Financial
Ontario, Canada
– -$17K -97 Closed
MWP
811
Meridian Wealth Partners
Pennsylvania
– -$14K -80 Closed
WAP
812
Wealthcare Advisory Partners
Pennsylvania
– -$9K -49 Closed
HIIFS
813
Harel Insurance Investments & Financial Services
Israel
– -$18K -30 Closed
WCM
814
Wealthcare Capital Management
Virginia
– -$5K -27 Closed
BSG
815
Black Swift Group
Colorado
– -$4K -23 Closed
UFF
816
USA Financial Formulas
Michigan
– -$2K -14 Closed
DWP
817
Destiny Wealth Partners
Florida
– -$2K -14 Closed
LWM
818
Liberty Wealth Management
California
– -$2K -13 Closed
Fidelity International
819
Fidelity International
Bermuda
– -$2K -10 Closed
MLFP
820
MPS Loria Financial Planners
Illinois
– -$1K -8 Closed
Loomis, Sayles & Company
821
Loomis, Sayles & Company
Massachusetts
– -$1K -7 Closed
LFG
822
Larson Financial Group
Missouri
– -$1K -3 Closed
CWP
823
Concord Wealth Partners
Virginia
– -$1K -3 Closed
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