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Verisk Analytics

828 hedge funds and large institutions have $33.2B invested in Verisk Analytics in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 300 increasing their positions, 258 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 54

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

16% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 258

14% more capital invested

Capital invested by funds: $29.2B → $33.2B (+$3.98B)

11% more funds holding

Funds holding: 749828 (+79)

0.22% less ownership

Funds ownership: 90.44%90.22% (-0.22%)

45% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $23.1M

Holders
828
Holders Change
+79
Holders Change %
+10.55%
% of All Funds
12.74%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
143
Increased
300
Reduced
258
Closed
54
Calls
$12.6M
Puts
$23.1M
Net Calls
-$10.5M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
KFC
851
Klingenstein Fields & Co
New York
-$252K -1,256 Closed
B
852
Bailard
California
-$245K -1,221 Closed
GWM
853
Gitterman Wealth Management
New Jersey
-$244K -1,218 Closed
SIM
854
Stratos Investment Management
Ohio
-$230K -1,146 Closed
ALAM
855
Asahi Life Asset Management
Japan
-$220K -1,100 Closed
APP
856
Alpha Paradigm Partners
Illinois
-$194K -970 Closed
AWA
857
Arkadios Wealth Advisors
Georgia
-$175K -874 Closed
CI
858
CX Institutional
Indiana
-$117K -585 Closed
NIM
859
NuWave Investment Management
New Jersey
-$80K -400 Closed
AP
860
Arlington Partners
Alabama
-$73K -365 Closed
M
861
Mirova
France
-$68K -344 Closed
CDIA
862
Capital Directions Investment Advisors
Georgia
-$34K -170 Closed
BC
863
Bartlett & Co
Ohio
-$23K -115 Closed
BCWM
864
Bartlett & Co Wealth Management
Ohio
-$23K -115 Closed
PWA
865
Phoenix Wealth Advisors
North Carolina
-$20K -100 Closed
RE
866
RBC Europe
United Kingdom
-$17K -85 Closed
Loomis, Sayles & Company
867
Loomis, Sayles & Company
Massachusetts
-$11K -55 Closed
RA
868
Resolute Advisors
California
-$11K -53 Closed
BMD
869
Better Money Decisions
New Mexico
-$10K -49 Closed
DOA
870
D'Orazio & Associates
Virginia
-$8K -40 Closed
GRP
871
Global Retirement Partners
California
-$7K -37 Closed
KIG
872
Kowal Investment Group
Wisconsin
-$7K -36 Closed
JCM
873
Jacobi Capital Management
Pennsylvania
-$6K -31 Closed
APWA
874
Atlas Private Wealth Advisors
New Jersey
-$6K -30 Closed
SAI
875
Systematic Alpha Investments
New Jersey
-$5K -23 Closed