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Verisk Analytics

947 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, 358 increasing their positions, 344 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $22.9M | Put options by funds: $8.81M

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

36% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 78

14% more capital invested

Capital invested by funds: $30.2B → $34.3B (+$4.14B)

1% more funds holding

Funds holding: 936947 (+11)

4% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 344

0.26% less ownership

Funds ownership: 89.55%89.29% (-0.26%)

Holders
947
Holders Change
+11
Holders Change %
+1.18%
% of All Funds
13.68%
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
358
Reduced
344
Closed
78
Calls
$22.9M
Puts
$8.81M
Net Calls
+$14.1M
Net Calls Change
-$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
551
Kathmere Capital Management
Pennsylvania
$708K +$74.2K +303 +13%
NRD
552
Nebula Research & Development
New York
$704K -$847K -3,462 -57%
SWP
553
Stratos Wealth Partners
Ohio
$693K +$148K +605 +31%
VFA
554
Voya Financial Advisors
Connecticut
$691K -$19.6K -80 -3%
MCG
555
McCollum Christoferson Group
New York
$690K -$18.4K -75 -3%
SC
556
Saiph Capital
New Jersey
$689K +$27.9K +114 +5%
S
557
SignatureFD
Georgia
$687K +$3.92K +16 +0.6%
ASN
558
Advisory Services Network
Georgia
$685K -$126K -513 -17%
HAG
559
HighPoint Advisor Group
Illinois
$682K +$51.4K +210 +10%
KPWS
560
Kestra Private Wealth Services
Texas
$680K -$121K -496 -16%
VP
561
Verum Partners
North Carolina
$671K -$1.96K -8 -0.3%
SYBT
562
Stock Yards Bank & Trust
Kentucky
$668K +$29.4K +120 +5%
AG
563
Ascent Group
Virginia
$664K +$10.5K +43 +2%
DG
564
DMC Group
Alabama
$662K +$4.65K +19 +0.8%
QCG
565
Quadrant Capital Group
Ohio
$645K +$83.9K +343 +17%
BWM
566
Baron Wealth Management
Michigan
$635K
GAM
567
Groupama Asset Management
France
$634K +$318K +1,298 +51%
Capstone Investment Advisors
568
Capstone Investment Advisors
New York
$628K -$573K -2,343 -50%
DWM
569
Dakota Wealth Management
Florida
$625K -$8.08K -33 -1%
WG
570
Watchman Group
Texas
$623K -$4.89K -20 -0.9%
SM
571
STF Management
Texas
$614K -$24.7K -101 -4%
EWM
572
Evercore Wealth Management
New York
$612K
SSWM
573
Strait & Sound Wealth Management
California
$611K -$4.65K -19 -0.8%
GSC
574
Ground Swell Capital
South Carolina
$608K +$245K +1,002 +80%
GI
575
GAMMA Investing
California
$607K +$179K +732 +48%

VRSK Hedge Fund Activity: Q2 2024 in Review

947 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q2 2024, worth a combined $34.3B — up 14% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new VRSK positions and 78 closed out — a net gain of 28 holders — while 358 added to existing stakes and 344 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $273M. The largest seller was BlackRock, cutting an estimated $227M.

  • 947 institutional investors held Verisk Analytics (VRSK) as of Q2 2024, up from 936 in Q1 2024.
  • Funds reported $34.3B of Verisk Analytics stock for Q2 2024, up 14% quarter-over-quarter.
  • 106 funds opened new Verisk Analytics positions in Q2 2024 and 78 closed out, a net change of +28 holders.
  • The largest Verisk Analytics buyer in Q2 2024 was Citadel Advisors, an estimated $273M added.
  • The largest Verisk Analytics seller in Q2 2024 was BlackRock, an estimated $227M sold.

Based on aggregated 13F filings for Q2 2024.