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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 %
GI
876
Gradient Investments
Minnesota
$2.15K – – –
BBPWM
877
Blue Bell Private Wealth Management
Pennsylvania
$2.15K – – –
DF
878
Dunhill Financial
United Kingdom
$2.14K +$2.14K +9 New
BWM
879
Baystate Wealth Management
Massachusetts
$1.93K – – –
FFO
880
Fortitude Family Office
Arizona
$1.91K +$1.91K +8 New
PCTC
881
Perkins Coie Trust Company
Washington
$1.91K -$5.01K -21 -72%
NSIM
882
North Star Investment Management
Illinois
$1.43K – – –
BAM
883
Bellevue Asset Management
Washington
$1.19K – – –
CWC
884
Carolinas Wealth Consulting
North Carolina
$1.19K – – –
NMG
885
New Millennium Group
Utah
$1.19K – – –
TFA
886
Transamerica Financial Advisors
Florida
$1K – – –
VNA
887
Valley National Advisers
Pennsylvania
$1K +$1K +6 New
TWD
888
True Wealth Design
Ohio
$956 – – –
PWMG
889
Private Wealth Management Group
New Jersey
$956 +$956 +4 New
AWM
890
Avior Wealth Management
Nebraska
$955 -$955 -4 -50%
M
891
MOTCO
Texas
$717 – – –
DAM
892
Delta Asset Management
Tennessee
$717 +$717 +3 New
WPA
893
West Paces Advisors
Georgia
$717 +$717 +3 New
DWA
894
Delos Wealth Advisors
Texas
$478 – – –
PIS
895
POM Investment Strategies
North Carolina
$478 +$478 +2 New
BCMLT
896
Beacon Capital Management LLC (Tennessee)
Tennessee
$472 – – –
FSWA
897
Financial Synergies Wealth Advisors
Texas
$353 – – –
CTA
898
Colonial Trust Advisors
South Carolina
$239 – – –
DWM
899
Dogwood Wealth Management
Kansas
$6 – – –
Citadel Advisors
900
Citadel Advisors
Florida
– -$75.5M -319,720 Closed
34 35
36
37 38