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Verisk Analytics
VRSK

Overview Fund Activity

898 hedge funds and large institutions have $31.8B invested in Verisk Analytics in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 318 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+28
Holders Change %
+3.22%
% of All Funds
13.17%
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
318
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 %
First Manhattan
851
First Manhattan
New York
$4.78K +$2.39K +10 +100%
CAS
852
Coppell Advisory Solutions
Texas
$4.54K +$4.54K +19 New
RS
853
Rakuten Securities
Japan
$4.54K +$4.54K +19 New
AW
854
Avion Wealth
Texas
$4K -$667 -3 -14%
CAL
855
Capital Advisors Ltd
Ohio
$4K – – –
DPW
856
DiNuzzo Private Wealth
Pennsylvania
$3.82K +$3.82K +16 New
DIP
857
DT Investment Partners
Pennsylvania
$3.69K – – –
SWA
858
SOA Wealth Advisors
New York
$3.58K – – –
AAP
859
Arax Advisory Partners
Colorado
$3.26K -$362K -1,556 -99%
RCM
860
Raleigh Capital Management
North Carolina
$3.21K -$4.45K -18 -58%
BHWM
861
Beaird Harris Wealth Management
Texas
$3.11K – – –
SSG
862
Summit Securities Group
New York
$3K -$692 -3 -19%
VF
863
VitalStone Financial
Texas
$3K – – –
NRG
864
Nemes Rush Group
Michigan
$2.87K +$2.87K +12 New
CSC
865
Caldwell Sutter Capital
California
$2.87K – – –
BWL
866
Bogart Wealth LLC
Virginia
$2.87K – – –
FGAM
867
Financial Gravity Asset Management
Texas
$2.63K +$790 +3 +43%
CAM
868
ClariVest Asset Management
California
$2.62K – – –
CW
869
Connectus Wealth
Ohio
$2.6K +$2.6K +10,888 New
AT
870
Arlington Trust
Alabama
$2.39K -$4.54K -19 -66%
SC
871
SouthState Corp
Florida
$2.39K – – –
AP
872
Aspect Partners
Virginia
$2.39K +$2.39K +10 New
CTB
873
Country Trust Bank
Illinois
$2.39K +$2.39K +10 New
CIA
874
Cape Investment Advisory
Georgia
$2.39K +$2.39K +10 New
TCM
875
TD Capital Management
Tennessee
$2.15K +$2.15K +9 New
33 34
35
36 37