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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 %
VWA
826
Valued Wealth Advisors
Utah
$9.5K +$9.5K +40 New
EPW
827
Evergreen Private Wealth
Colorado
$9.32K +$9.32K +39 New
NFSG
828
Newbridge Financial Services Group
Florida
$9.09K +$3.11K +13 +52%
LFG
829
Larson Financial Group
Missouri
$9.08K -$2.87K -12 -24%
CFFP
830
Center for Financial Planning
Michigan
$9.08K – – –
BGAI
831
Bruce G. Allen Investments
Colorado
$9.08K +$9.08K +38 New
AAG
832
Armstrong Advisory Group
Massachusetts
$8.84K – – –
ADL
833
Asset Dedication LLC
California
$8K – – –
TSWM
834
Tyler-Stone Wealth Management
Ohio
$7.17K – – –
RFS
835
Richardson Financial Services
Massachusetts
$7.17K +$7.17K +30 New
BWM
836
BKM Wealth Management
Wisconsin
$7.17K +$7.17K +30 New
WBC
837
West Branch Capital
Massachusetts
$6.45K – – –
AIM
838
Anchor Investment Management
South Carolina
$6.45K – – –
CIR
839
Clear Investment Research
Georgia
$6.21K +$6.21K +26 New
FWM
840
FSA Wealth Management
Massachusetts
$6K +$6K +25 New
YAL
841
Your Advocates Ltd
Texas
$5.97K – – –
HCP
842
Hexagon Capital Partners
Arkansas
$5.73K +$2.87K +12 +100%
CCM
843
Chilton Capital Management
Texas
$5.49K +$5.49K +23 New
MFT
844
Moisand Fitzgerald Tamayo
Florida
$5.26K – – –
ME
845
McIlrath & Eck
Washington
$5.26K – – –
SIC
846
SJS Investment Consulting
Ohio
$5.02K +$239 +1 +5%
EBA
847
Eagle Bay Advisors
New York
$5.02K -$1.43K -6 -22%
GC
848
Globeflex Capital
California
$5.02K – – –
TC
849
Tacita Capital
Ontario, Canada
$5.02K +$5.02K +21 New
JFA
850
JNBA Financial Advisors
Minnesota
$4.78K – – –
32 33
34
35 36