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Verisk Analytics
VRSK

Overview Fund Activity

942 hedge funds and large institutions have $34.3B invested in Verisk Analytics in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 356 increasing their positions, 342 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+12
Holders Change %
+1.29%
% of All Funds
13.7%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
106
Increased
356
Reduced
342
Closed
77
Calls
$22.9M
Puts
$8.81M
Net Calls
+$14.1M
Net Calls Change
-$18.2M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$300M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$250M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$113M
4
DZ Bank
DZ Bank
Germany
+$81.9M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$74.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$250M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$181M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$179M
4
Millennium Management
Millennium Management
New York
-$158M
5
Lazard Asset Management
Lazard Asset Management
New York
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
GH
301
GAM Holding
Switzerland
$4.63M -$1.08M -4,008 -19%
Creative Planning
302
Creative Planning
Kansas
$4.58M +$291K +1,080 +7%
SAM
303
Silvercrest Asset Management
New York
$4.42M +$139K +515 +3%
Bank Julius Baer & Co
304
Bank Julius Baer & Co
Switzerland
$4.35M -$179M -690,349 -98%
GAM
305
Gotham Asset Management
New York
$4.34M -$882K -3,271 -17%
ACM
306
AKRE Capital Management
Virginia
$4.33M -$339K -1,256 -7%
SAM
307
Sawgrass Asset Management
Florida
$4.3M -$2.96M -10,991 -41%
SF
308
Synovus Financial
Georgia
$4.29M +$29.7K +110 +0.7%
BA
309
Bridgewater Associates
Connecticut
$4.27M +$1.68M +6,224 +65%
MGWM
310
Marks Group Wealth Management
Minnesota
$4.26M +$88.4K +328 +2%
ESB
311
Essex Savings Bank
Connecticut
$4.22M -$702K -2,606 -14%
IMPI
312
Ilmarinen Mutual Pension Insurance
Finland
$4.04M – – –
TC
313
TownSquare Capital
Utah
$4.01M +$473K +1,753 +13%
NEI
314
Northwest & Ethical Investments
Ontario, Canada
$4M – – –
Commonwealth Equity Services
315
Commonwealth Equity Services
Massachusetts
$3.98M -$327K -1,212 -8%
Wealth Enhancement Advisory Services
316
Wealth Enhancement Advisory Services
Minnesota
$3.89M +$154K +573 +4%
Mercer Global Advisors
317
Mercer Global Advisors
Colorado
$3.87M +$244K +906 +7%
VPIM
318
Vanguard Personalized Indexing Management
California
$3.81M +$1.11M +4,110 +41%
BFM
319
Boston Financial Management
Massachusetts
$3.8M +$112K +415 +3%
AAS
320
Avantax Advisory Services
Texas
$3.77M +$1.9M +7,032 +101%
SMDAM
321
Sumitomo Mitsui DS Asset Management
Japan
$3.77M +$83K +308 +2%
II
322
Inspire Investing
Idaho
$3.76M -$959K -3,556 -20%
LNWWM
323
Laird Norton Wetherby Wealth Management
California
$3.72M +$398K +1,476 +12%
TPCW
324
TD Private Client Wealth
New York
$3.7M -$781K -2,897 -17%
CS
325
Candriam SCA
Luxembourg
$3.64M -$18.9M -70,204 -84%
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