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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
DWM
576
Dakota Wealth Management
Florida
$554K -$165K -688 -23%
HNB
577
Huntington National Bank
Ohio
$553K +$42K +175 +8%
WG
578
Watchman Group
Texas
$549K -$366K -1,525 -40%
KCM
579
Kathmere Capital Management
Pennsylvania
$548K +$29.8K +124 +6%
RA
580
RFG Advisory
Alabama
$543K -$76.1K -317 -12%
EWM
581
Evercore Wealth Management
New York
$535K -$2.88K -12 -0.5%
HAG
582
HighPoint Advisor Group
Illinois
$535K +$4.8K +20 +0.9%
DAS
583
Dynamic Advisor Solutions
Arizona
$532K +$4.08K +17 +0.8%
PRC
584
Pearl River Capital
Michigan
$530K +$540K +2,249 New
AAB
585
ABN AMRO Bank
Netherlands
$528K +$126K +524 +30%
NG
586
NWK Group
California
$511K
SSWM
587
Strait & Sound Wealth Management
California
$511K
SRL
588
Scientech Research LLC
New Jersey
$510K +$519K +2,162 New
PL
589
Perpetual Ltd
Australia
$509K -$6.73K -28 -1%
NCFG
590
New Century Financial Group
New Jersey
$507K -$26.4K -110 -5%
CCM
591
Coldstream Capital Management
Washington
$506K +$115K +480 +29%
EI
592
Ellevest Inc
New York
$505K -$215K -897 -29%
Northwestern Mutual Wealth Management
593
Northwestern Mutual Wealth Management
Wisconsin
$498K -$18.7K -78 -4%
PI
594
PEAK6 Investments
Illinois
$495K +$505K +2,101 New
BBHC
595
Brown Brothers Harriman & Co
New York
$493K -$18K -75 -3%
AWM
596
Apollon Wealth Management
South Carolina
$491K -$14.9K -62 -3%
HBT
597
Hills Bank & Trust
Iowa
$485K -$175K -729 -26%
QCG
598
Quadrant Capital Group
Ohio
$483K -$3.12K -13 -0.6%
CRC
599
Curi RMB Capital
Illinois
$481K -$137K -571 -22%
Wolverine Trading
600
Wolverine Trading
Illinois
$476K +$87.4K +364 +22%

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.