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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 %
TFGT
801
TS Financial Group (TSFG)
Illinois
$18K – – –
FCA
802
FinTrust Capital Advisors
South Carolina
$17.9K -$717 -3 -4%
QC
803
Quent Capital
New York
$17.9K +$8.84K +37 +97%
JWA
804
JFS Wealth Advisors
Pennsylvania
$17K +$955 +4 +6%
MA
805
MCF Advisors
Kentucky
$15K +$7.41K +31 +97%
Jones Financial Companies
806
Jones Financial Companies
Missouri
$14.8K -$5.73K -24 -28%
GEA
807
Glen Eagle Advisors
New Jersey
$14.6K – – –
AFS
808
Annapolis Financial Services
Maryland
$14.6K – – –
S
809
Sachetta
Massachusetts
$14.4K +$14.4K +60 New
HI
810
Harbour Investments
Wisconsin
$14.1K +$4.06K +17 +40%
AF
811
Advisornet Financial
Minnesota
$13.9K +$4.3K +18 +45%
GKIM
812
GW&K Investment Management
Massachusetts
$12K -$1.22K -5 -9%
TVWM
813
Tower View Wealth Management
Wisconsin
$12K – – –
CSB
814
City State Bank
Iowa
$12K – – –
GGI
815
Godsey & Gibb Inc
Virginia
$11.9K – – –
ZB
816
Zions Bancorporation
Utah
$11.9K – – –
VCM
817
Versant Capital Management
Arizona
$11.9K +$239 +1 +2%
TFIPS
818
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.9K +$11.9K +50 New
KFS
819
Kelly Financial Services
Massachusetts
$11.4K – – –
CAC
820
Core Alternative Capital
Georgia
$11.2K -$2.63K -11 -19%
Parallax Volatility Advisers
821
Parallax Volatility Advisers
California
$11.2K +$11.2K +47 New
KWAG
822
Kiely Wealth Advisory Group
North Carolina
$11K +$11K +45 New
ANBT
823
American National Bank & Trust
Texas
$10.5K -$14.1K -59 -57%
FG
824
Fairman Group
Pennsylvania
$9.79K +$9.79K +41 New
TCOV
825
Trust Company of Vermont
Vermont
$9.55K – – –
31 32
33
34 35