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Verisk Analytics

930 hedge funds and large institutions have $30.1B invested in Verisk Analytics in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 343 increasing their positions, 344 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
930
Holders Change
+31
Holders Change %
+3.45%
% 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
99
Increased
343
Reduced
344
Closed
61
Calls
$45.3M
Puts
$13M
Net Calls
+$32.3M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Shares
Change %
CPBTD
601
Central Pacific Bank - Trust Division
Hawaii
$470K +$470K +2,020 New
AT
602
Avalon Trust
New Mexico
$469K
Walleye Capital
603
Walleye Capital
New York
$467K +$467K +1,980 New
SWP
604
Stratos Wealth Partners
Ohio
$463K +$69.6K +295 +18%
PA
605
Parallel Advisors
California
$454K +$12K +51 +3%
MSFS
606
Main Street Financial Solutions
Pennsylvania
$447K -$14.1K -60 -3%
LAS
607
LWM Advisory Services
Florida
$447K -$23.6K -100 -5%
CC
608
Chicago Capital
Illinois
$447K
UWS
609
Unique Wealth Strategies
Illinois
$445K +$445K +1,888 New
FCP
610
Fidelis Capital Partners
Florida
$444K +$19.6K +83 +5%
CCA
611
Checchi Capital Advisers
California
$431K -$4.48K -19 -1%
AIM
612
Artemis Investment Management
United Kingdom
$428K -$396K -1,680 -48%
WPC
613
Wedmont Private Capital
Pennsylvania
$427K +$14.2K +62 +3%
DP
614
Dearborn Partners
Illinois
$426K -$56.3K -239 -12%
SFA
615
Sequoia Financial Advisors
Ohio
$421K -$158K -669 -27%
PVM
616
Palogic Value Management
Texas
$420K
BFM
617
Boothbay Fund Management
New York
$418K +$418K +1,775 New
GLA
618
Great Lakes Advisors
Illinois
$415K -$5.89K -25 -1%
ICG
619
InterOcean Capital Group
Tennessee
$413K -$76.6K -325 -16%
SIG
620
Sky Investment Group
Connecticut
$411K -$35.4K -150 -8%
Lido Advisors
621
Lido Advisors
California
$411K -$18.4K -78 -4%
CI Investments Inc
622
CI Investments Inc
Ontario, Canada
$409K +$63.8K +271 +18%
EWA
623
EP Wealth Advisors
California
$408K +$6.84K +29 +2%
VSQM
624
V-Square Quantitative Management
Illinois
$405K +$141K +597 +53%
CIC
625
Chilton Investment Company
Connecticut
$405K