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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 %
ME
826
McIlrath & Eck
Washington
$4.97K – – –
CTWM
827
Cherry Tree Wealth Management
Minnesota
$4.86K +$4.86K +22 New
GC
828
Globeflex Capital
California
$4.75K +$4.75K +21 New
SIC
829
SJS Investment Consulting
Ohio
$4.52K -$226 -1 -5%
JFA
830
JNBA Financial Advisors
Minnesota
$4.52K +$4.52K +20 New
EBA
831
Eagle Bay Advisors
New York
$4.3K -$1.13K -5 -21%
CAL
832
Capital Advisors Ltd
Ohio
$4K – – –
DI
833
Disciplined Investments
Oklahoma
$3.84K -$226 -1 -6%
WTG
834
West Tower Group
Virginia
$3.62K +$3.62K +16 New
GI
835
Gradient Investments
Minnesota
$3.62K +$3.62K +16 New
DIP
836
DT Investment Partners
Pennsylvania
$3.44K – – –
SWA
837
SOA Wealth Advisors
New York
$3.39K – – –
WP
838
WealthPLAN Partners
Nebraska
$3.16K +$3.16K +14 New
AW
839
Avion Wealth
Texas
$3K +$1.41K +8 +89%
HCP
840
Hexagon Capital Partners
Arkansas
$2.71K -$13.6K -60 -83%
BWL
841
Bogart Wealth LLC
Virginia
$2.71K – – –
CSC
842
Caldwell Sutter Capital
California
$2.71K +$2.71K +12 New
SC
843
SouthState Corp
Florida
$2.26K – – –
BBPWM
844
Blue Bell Private Wealth Management
Pennsylvania
$2.03K – – –
CAM
845
ClariVest Asset Management
California
$2K +$2K +8 New
BG
846
Bollard Group
Massachusetts
$2K +$2K +10 New
BWM
847
Baystate Wealth Management
Massachusetts
$1.82K – – –
BWM
848
BerganKDV Wealth Management
Minnesota
$1.81K – – –
AWM
849
Avior Wealth Management
Nebraska
$1.81K – – –
NSIM
850
North Star Investment Management
Illinois
$1.36K – – –
32 33
34
35 36