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Verisk Analytics

936 hedge funds and large institutions have $30.2B invested in Verisk Analytics in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 343 increasing their positions, 347 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $45.3M | Put options by funds: $13M

67% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 61

4% more funds holding

Funds holding: 902936 (+34)

1% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 347

2.6% less ownership

Funds ownership: 92.15%89.55% (-2.6%)

5% less capital invested

Capital invested by funds: $31.9B → $30.2B (-$1.71B)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
936
Holders Change
+34
Holders Change %
+3.77%
% of All Funds
13.48%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
102
Increased
343
Reduced
347
Closed
61
Calls
$45.3M
Puts
$13M
Net Calls
+$32.3M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
351
Peak Financial Advisors
Colorado
$2.75M +$519K +2,159 +23%
CI
352
Cavalier Investments
Georgia
$2.7M +$148K +617 +6%
BCI
353
Brinker Capital Investments
Pennsylvania
$2.66M -$275K -1,145 -9%
OPS
354
Orion Portfolio Solutions
Nebraska
$2.66M -$275K -1,145 -9%
KRS
355
Kentucky Retirement Systems
Kentucky
$2.6M -$142K -593 -5%
IAA
356
Independent Advisor Alliance
North Carolina
$2.52M -$275K -1,146 -10%
FDCDDQ
357
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.5M +$1.82M +7,584 +250%
TAM
358
Tocqueville Asset Management
New York
$2.5M +$68K +283 +3%
MSRPS
359
Maryland State Retirement & Pension System
Maryland
$2.48M +$72.8K +303 +3%
CA
360
Callahan Advisors
Texas
$2.47M +$226K +942 +10%
CB
361
Commerce Bank
Missouri
$2.46M -$82.6K -344 -3%
CIBC Private Wealth Group
362
CIBC Private Wealth Group
Georgia
$2.44M -$35.3K -147 -1%
WC
363
Weil Company
California
$2.37M +$109K +452 +5%
VPIM
364
Vanguard Personalized Indexing Management
California
$2.37M +$151K +627 +7%
FLPIM
365
F.L. Putnam Investment Management
Massachusetts
$2.35M +$40.8K +170 +2%
RJFSA
366
Raymond James Financial Services Advisors
Florida
$2.35M -$828K -3,447 -26%
Twin Tree Management
367
Twin Tree Management
Texas
$2.34M +$2.38M +9,925 New
CFMC
368
Curbstone Financial Management Corp
New Hampshire
$2.34M -$48K -200 -2%
QCM
369
Qsemble Capital Management
New York
$2.31M +$2.36M +9,805 New
P
370
Pitcairn
Pennsylvania
$2.29M -$696K -2,897 -23%
O
371
Ossiam
France
$2.28M -$60.8K -253 -3%
ACM
372
Advisors Capital Management
New Jersey
$2.27M -$101K -419 -4%
BA
373
Bridgewater Associates
Connecticut
$2.27M -$3.97M -16,547 -63%
IEFM
374
IQ EQ Fund Management
Ireland
$2.22M -$165K -687 -7%
TI
375
Trexquant Investment
Connecticut
$2.21M +$2.25M +9,387 New

VRSK Hedge Fund Activity: Q1 2024 in Review

936 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q1 2024, worth a combined $30.2B — down 5.3% from $31.9B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new VRSK positions and 61 closed out — a net gain of 41 holders — while 343 added to existing stakes and 347 trimmed.

The largest buyer was Millennium Management, adding an estimated $166M. The largest seller was Morgan Stanley, cutting an estimated $1B.

  • 936 institutional investors held Verisk Analytics (VRSK) as of Q1 2024, up from 902 in Q4 2023.
  • Funds reported $30.2B of Verisk Analytics stock for Q1 2024, down 5.3% quarter-over-quarter.
  • 102 funds opened new Verisk Analytics positions in Q1 2024 and 61 closed out, a net change of +41 holders.
  • The largest Verisk Analytics buyer in Q1 2024 was Millennium Management, an estimated $166M added.
  • The largest Verisk Analytics seller in Q1 2024 was Morgan Stanley, an estimated $1B sold.

Based on aggregated 13F filings for Q1 2024.