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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 %
SEA
501
Stegent Equity Advisors
Texas
$1.03M +$740K +2,745 +259%
GC
502
Gratus Capital
Georgia
$1.02M – – –
KIA
503
KCM Investment Advisors
California
$1.01M -$7.82K -29 -0.8%
Jones Financial Companies
504
Jones Financial Companies
Missouri
$995K +$981K +3,641 +7,282%
FIM
505
Freedom Investment Management
Connecticut
$990K -$112K -417 -10%
BCM
506
Brookstone Capital Management
Illinois
$982K +$11.4K +41 +1%
QCM
507
Qsemble Capital Management
New York
$981K -$1.66M -6,164 -63%
TWM
508
Thrive Wealth Management
Pennsylvania
$972K -$1.89K -7 -0.2%
Impax Asset Management Group
509
Impax Asset Management Group
United Kingdom
$970K – – –
BB
510
Bell Bank
North Dakota
$966K -$188K -697 -16%
RL
511
Retireful LLC
Michigan
$959K +$959K +3,559 New
OCBCO
512
Oversea-Chinese Banking Corp (OCBC)
Singapore
$956K +$107K +398 +13%
MAS
513
Meeder Advisory Services
Ohio
$916K +$254K +942 +38%
SAM
514
Sompo Asset Management
Japan
$898K -$270K -1,000 -23%
TP
515
Tranquility Partners
Tennessee
$892K +$13.7K +51 +2%
SA
516
SpiderRock Advisors
Delaware
$888K +$888K +3,295 New
MWM
517
MinichMacGregor Wealth Management
New York
$888K +$2.97K +11 +0.3%
HCM
518
Highview Capital Management
Illinois
$876K – – –
DWM
519
Dynasty Wealth Management
Florida
$858K +$14.8K +55 +2%
BFS
520
Bradley Foster & Sargent
Connecticut
$856K – – –
MIM
521
MTM Investment Management
South Carolina
$854K -$31.5K -117 -4%
KWM
522
Kingsview Wealth Management
Oregon
$845K +$3.24K +12 +0.4%
WJWM
523
Williams Jones Wealth Management
New York
$836K +$270 +1 +0%
AAM
524
Advisors Asset Management
Colorado
$824K +$160K +593 +24%
UCFA
525
United Capital Financial Advisors
Texas
$802K +$81.1K +301 +11%
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