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Verisk Analytics
VRSK

Overview Fund Activity

871 hedge funds and large institutions have $31.2B invested in Verisk Analytics in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 298 increasing their positions, 351 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+6
Holders Change %
+0.69%
% of All Funds
13.89%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
81
Increased
298
Reduced
351
Closed
62
Calls
$234M
Puts
$44.8M
Net Calls
+$189M
Net Calls Change
+$96.8M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$583M
2
Citigroup
Citigroup
New York
$471M
3
UIM
USS Investment Management
United Kingdom
$119M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.78B
5
Franklin Resources
Franklin Resources
California
$142M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
$631M
2
Millennium Management
Millennium Management
New York
$49.6M
3
Citadel Advisors
Citadel Advisors
Florida
$75.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$1.26M
5
Two Sigma Investments
Two Sigma Investments
New York
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCTC
826
Perkins Coie Trust Company
Washington
$6.85K +$6.85K +29 New
WBC
827
West Branch Capital
Massachusetts
$6.38K – – –
AIM
828
Anchor Investment Management
South Carolina
$6.38K – – –
EBA
829
Eagle Bay Advisors
New York
$6.38K +$1.89K +8 +42%
HGERS
830
Householder Group Estate & Retirement Specialist
Arizona
$6.38K +$6.38K +27 New
MAM
831
Marquette Asset Management
Minnesota
$6.14K +$6.14K +26 New
YAL
832
Your Advocates Ltd
Texas
$5.91K -$29.5K -125 -83%
NFSG
833
Newbridge Financial Services Group
Florida
$5.91K +$5.91K +25 New
APC
834
Aspire Private Capital
North Carolina
$5.67K – – –
MFT
835
Moisand Fitzgerald Tamayo
Florida
$5.2K – – –
ME
836
McIlrath & Eck
Washington
$5.2K – – –
SIA
837
SkyView Investment Advisors
New Jersey
$5K – – –
GC
838
Globeflex Capital
California
$4.96K – – –
CTWM
839
Cherry Tree Wealth Management
Minnesota
$4.73K -$473 -2 -9%
JFA
840
JNBA Financial Advisors
Minnesota
$4.73K – – –
SIC
841
SJS Investment Consulting
Ohio
$4.73K – – –
SSG
842
Summit Securities Group
New York
$4K -$8K -32 -67%
CAL
843
Capital Advisors Ltd
Ohio
$4K – – –
AW
844
Avion Wealth
Texas
$4K +$762 +4 +24%
DIP
845
DT Investment Partners
Pennsylvania
$3.54K – – –
SWA
846
SOA Wealth Advisors
New York
$3.54K – – –
BHWM
847
Beaird Harris Wealth Management
Texas
$3.07K +$3.07K +13 New
CAM
848
ClariVest Asset Management
California
$3K +$818 +3 +38%
VF
849
VitalStone Financial
Texas
$3K +$3K +11 New
CSC
850
Caldwell Sutter Capital
California
$2.84K – – –
32 33
34
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