VRSK icon

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 %
TVWM
801
Tower View Wealth Management
Wisconsin
$11K +$4.04K +18 +58%
SSG
802
Summit Securities Group
New York
$11K +$10.8K +47 +4,700%
GRP
803
Global Retirement Partners
California
$9.72K – – –
PMFA
804
Plante Moran Financial Advisors
Michigan
$9.49K +$9.49K +42 New
TCOV
805
Trust Company of Vermont
Vermont
$9.04K – – –
CFFP
806
Center for Financial Planning
Michigan
$8.59K – – –
CA
807
Crewe Advisors
Utah
$8.59K +$1.36K +6 +19%
QC
808
Quent Capital
New York
$8.59K – – –
SCA
809
Stonebridge Capital Advisors
Minnesota
$8.59K +$5.43K +24 +171%
AAG
810
Armstrong Advisory Group
Massachusetts
$8.36K – – –
HI
811
Harbour Investments
Wisconsin
$8.36K -$25.3K -112 -75%
LFG
812
Larson Financial Group
Missouri
$8.36K – – –
LWP
813
Lumature Wealth Partners
Georgia
$8.14K – – –
ADL
814
Asset Dedication LLC
California
$8K – – –
IRC
815
Investors Research Corp
Georgia
$7.91K – – –
MCM
816
Manchester Capital Management
Vermont
$7.01K -$605K -2,677 -99%
TSWM
817
Tyler-Stone Wealth Management
Ohio
$7K +$7K +30 New
AP
818
Arlington Partners
Alabama
$6.56K -$23.3K -103 -78%
AIM
819
Anchor Investment Management
South Carolina
$6.1K – – –
WBC
820
West Branch Capital
Massachusetts
$6.1K – – –
Loomis, Sayles & Company
821
Loomis, Sayles & Company
Massachusetts
$6K -$34.4K -149 -85%
AAMU
822
AEGON Asset Management (UK)
United Kingdom
$6K – – –
APC
823
Aspire Private Capital
North Carolina
$5.43K – – –
SIA
824
SkyView Investment Advisors
New Jersey
$5K +$2.5K +10 +100%
MFT
825
Moisand Fitzgerald Tamayo
Florida
$4.97K – – –
31 32
33
34 35