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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 %
BWL
851
Bogart Wealth LLC
Virginia
$2.84K – – –
HCP
852
Hexagon Capital Partners
Arkansas
$2.84K – – –
SC
853
SouthState Corp
Florida
$2.36K – – –
First Manhattan
854
First Manhattan
New York
$2.36K +$2.36K +10 New
GI
855
Gradient Investments
Minnesota
$2.13K -$1.65K -7 -44%
BBPWM
856
Blue Bell Private Wealth Management
Pennsylvania
$2.13K – – –
BWM
857
Baystate Wealth Management
Massachusetts
$1.91K – – –
AWM
858
Avior Wealth Management
Nebraska
$1.89K – – –
FGAM
859
Financial Gravity Asset Management
Texas
$1.75K -$54.7K -219 -97%
NSIM
860
North Star Investment Management
Illinois
$1.42K – – –
ECM
861
Everence Capital Management
Indiana
$1.19K – – –
BAM
862
Bellevue Asset Management
Washington
$1.18K – – –
NMG
863
New Millennium Group
Utah
$1.18K – – –
CWC
864
Carolinas Wealth Consulting
North Carolina
$1.14K – – –
TFA
865
Transamerica Financial Advisors
Florida
$1K – – –
CA
866
Centerpoint Advisors
Massachusetts
$1K – – –
TWD
867
True Wealth Design
Ohio
$945 – – –
M
868
MOTCO
Texas
$709 -$473 -2 -40%
DWA
869
Delos Wealth Advisors
Texas
$485 – – –
FSWA
870
Financial Synergies Wealth Advisors
Texas
$473 – – –
BCMLT
871
Beacon Capital Management LLC (Tennessee)
Tennessee
$452 – – –
CTA
872
Colonial Trust Advisors
South Carolina
$236 – – –
CSS
873
Cubist Systematic Strategies
Connecticut
– -$39M -172,527 Closed
HF
874
HRT Financial
New York
– -$37M -163,506 Closed
WorldQuant Millennium Advisors
875
WorldQuant Millennium Advisors
New York
– -$22.4M -99,243 Closed
33 34
35
36 37