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Verisk Analytics
VRSK

Overview Fund Activity

898 hedge funds and large institutions have $31.8B invested in Verisk Analytics in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 318 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+28
Holders Change %
+3.22%
% of All Funds
13.17%
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
318
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 %
FCA
801
FinTrust Capital Advisors
South Carolina
$17.9K -$717 -3 -4%
QC
802
Quent Capital
New York
$17.9K +$8.84K +37 +97%
JWA
803
JFS Wealth Advisors
Pennsylvania
$17K +$955 +4 +6%
MA
804
MCF Advisors
Kentucky
$15K +$7.41K +31 +97%
Jones Financial Companies
805
Jones Financial Companies
Missouri
$14.8K -$5.73K -24 -28%
GEA
806
Glen Eagle Advisors
New Jersey
$14.6K – – –
AFS
807
Annapolis Financial Services
Maryland
$14.6K – – –
S
808
Sachetta
Massachusetts
$14.4K +$14.4K +60 New
HI
809
Harbour Investments
Wisconsin
$14.1K +$4.06K +17 +40%
AF
810
Advisornet Financial
Minnesota
$13.9K +$4.3K +18 +45%
GKIM
811
GW&K Investment Management
Massachusetts
$12K -$1.22K -5 -9%
TVWM
812
Tower View Wealth Management
Wisconsin
$12K – – –
CSB
813
City State Bank
Iowa
$12K – – –
GGI
814
Godsey & Gibb Inc
Virginia
$11.9K – – –
ZB
815
Zions Bancorporation
Utah
$11.9K – – –
VCM
816
Versant Capital Management
Arizona
$11.9K +$239 +1 +2%
TFIPS
817
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.9K +$11.9K +50 New
KFS
818
Kelly Financial Services
Massachusetts
$11.4K – – –
CAC
819
Core Alternative Capital
Georgia
$11.2K -$2.63K -11 -19%
Parallax Volatility Advisers
820
Parallax Volatility Advisers
California
$11.2K +$11.2K +47 New
KWAG
821
Kiely Wealth Advisory Group
North Carolina
$11K +$11K +45 New
ANBT
822
American National Bank & Trust
Texas
$10.5K -$14.1K -59 -57%
FG
823
Fairman Group
Pennsylvania
$9.79K +$9.79K +41 New
TCOV
824
Trust Company of Vermont
Vermont
$9.55K – – –
VWA
825
Valued Wealth Advisors
Utah
$9.5K +$9.5K +40 New
31 32
33
34 35