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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 %
CWC
851
Carolinas Wealth Consulting
North Carolina
$1.13K – – –
NMG
852
New Millennium Group
Utah
$1.13K – – –
M
853
MOTCO
Texas
$1.13K +$1.13K +5 New
BAM
854
Bellevue Asset Management
Washington
$1.13K +$1.13K +5 New
TFA
855
Transamerica Financial Advisors
Florida
$1K – – –
CA
856
Centerpoint Advisors
Massachusetts
$1K – – –
TWD
857
True Wealth Design
Ohio
$905 +$226 +1 +33%
MA
858
MCF Advisors
Kentucky
$679 – – –
ANBT
859
American National Bank & Trust
Texas
$678 – – –
DWA
860
Delos Wealth Advisors
Texas
$453 – – –
FSWA
861
Financial Synergies Wealth Advisors
Texas
$453 – – –
BCMLT
862
Beacon Capital Management LLC (Tennessee)
Tennessee
$452 – – –
CTA
863
Colonial Trust Advisors
South Carolina
$226 – – –
CIP
864
Champlain Investment Partners
Vermont
– -$112M -582,549 Closed
JCM
865
Junto Capital Management
New York
– -$70.4M -367,175 Closed
NC
866
Nitorum Capital
New York
– -$29.4M -153,319 Closed
GF
867
Greenhouse Funds
Maryland
– -$27.9M -145,314 Closed
PI
868
Putnam Investments
Massachusetts
– -$27.2M -141,760 Closed
HAM
869
Honeycomb Asset Management
New York
– -$22.1M -115,000 Closed
BA
870
Bridgewater Associates
Connecticut
– -$14M -73,095 Closed
PCM
871
Prana Capital Management
Connecticut
– -$11.8M -61,451 Closed
ACM
872
Aquatic Capital Management
Illinois
– -$4.68M -24,400 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
873
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$4.24M -22,079 Closed
JPMPWA
874
J.P. Morgan Private Wealth Advisors
California
– -$3.12M -16,245 Closed
Connor, Clark & Lunn Investment Management (CC&L)
875
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.81M -14,658 Closed
33 34
35
36 37