We are live on ! Find out more
VRSK icon

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
RSWM
551
Robertson Stephens Wealth Management
California
$647K -$74.9K -312 -10%
PAG
552
Private Advisor Group
New Jersey
$646K +$13.2K +55 +2%
SP
553
Symmetry Partners
Connecticut
$644K
AFP
554
Ausdal Financial Partners
Iowa
$642K -$240 -1 -0%
GT
555
Glenview Trust
Kentucky
$636K -$16.1K -67 -2%
OWA
556
One Wealth Advisors
California
$630K +$124K +516 +24%
UCFA
557
United Capital Financial Advisors
Texas
$630K -$47.8K -199 -7%
CG
558
Caprock Group
Idaho
$623K -$59.6K -248 -9%
MCG
559
McCollum Christoferson Group
New York
$621K -$39.2K -163 -6%
MC
560
Machina Capital
France
$619K +$631K +2,626 New
VFA
561
Voya Financial Advisors
Connecticut
$615K -$28.8K -120 -4%
S
562
SignatureFD
Georgia
$597K +$20.2K +84 +3%
GAM
563
Groupama Asset Management
France
$596K -$1.16M -4,819 -66%
DM
564
Deerfield Management
New York
$593K +$605K +2,517 New
VP
565
Verum Partners
North Carolina
$589K +$600K +2,497 New
AAM
566
Advisors Asset Management
Colorado
$581K +$249K +1,035 +72%
HF
567
HRT Financial
New York
$579K +$591K +2,460 New
MAS
568
Meeder Advisory Services
Ohio
$579K +$21.1K +88 +4%
SC
569
Saiph Capital
New Jersey
$576K +$98.5K +410 +20%
DG
570
DMC Group
Alabama
$575K +$4.8K +20 +0.8%
HWM
571
HB Wealth Management
Georgia
$571K +$41.3K +172 +8%
AG
572
Ascent Group
Virginia
$571K -$8.89K -37 -2%
SM
573
STF Management
Texas
$561K -$18.7K -78 -3%
SYBT
574
Stock Yards Bank & Trust
Kentucky
$556K
BWM
575
Baron Wealth Management
Michigan
$555K -$961 -4 -0.2%

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.