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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
MWM
526
MinichMacGregor Wealth Management
New York
$765K -$15.4K -64 -2%
EW
527
Evoke Wealth
California
$761K +$775K +3,228 New
RAG
528
RIA Advisory Group
Iowa
$760K +$512K +2,132 +195%
Public Sector Pension Investment Board (PSP Investments)
529
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$758K -$24K -100 -3%
BAMF
530
BI Asset Management Fondsmaeglerselskab
Denmark
$756K +$39.6K +165 +5%
QI
531
Qtron Investments
Massachusetts
$749K +$136K +567 +22%
BFS
532
Bradley Foster & Sargent
Connecticut
$748K
OCBCO
533
Oversea-Chinese Banking Corp (OCBC)
Singapore
$742K
DWM
534
Dynasty Wealth Management
Florida
$738K +$752K +3,129 New
KWM
535
Kingsview Wealth Management
Oregon
$736K -$7.21K -30 -1%
WJWM
536
Williams Jones Wealth Management
New York
$731K +$240 +1 +0%
Loomis, Sayles & Company
537
Loomis, Sayles & Company
Massachusetts
$729K +$717K +2,987 +2,792%
ASN
538
Advisory Services Network
Georgia
$720K -$18.5K -77 -2%
DPAM
539
Degroof Petercam Asset Management
Belgium
$719K -$216K -900 -23%
LNC
540
Lincoln National Corp
Pennsylvania
$718K +$86K +358 +13%
BC
541
Burney Company
Virginia
$714K -$355K -1,480 -33%
PP
542
Pegasus Partners
Wisconsin
$714K -$68.7K -286 -9%
KPWS
543
Kestra Private Wealth Services
Texas
$712K +$214K +889 +42%
AWM
544
AE Wealth Management
Kansas
$690K -$2.22M -9,257 -76%
Tudor Investment Corp
545
Tudor Investment Corp
Connecticut
$686K +$699K +2,908 New
JFG
546
Jefferies Financial Group
New York
$684K +$69.2K +288 +11%
ATC
547
Argent Trust Co
Tennessee
$669K +$23.8K +99 +4%
CFB
548
Cullen/Frost Bankers
Texas
$666K -$84.3K -351 -11%
EF
549
Empowered Funds
Pennsylvania
$651K +$306K +1,276 +86%
SCA
550
Snowden Capital Advisors
New York
$647K +$36.5K +152 +6%

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.