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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
EBT
601
Enterprise Bank & Trust
Massachusetts
$474K -$60K -250 -11%
HI
602
Horizon Investments
North Carolina
$471K +$5.53K +23 +1%
WFS
603
Walker Financial Services
Kentucky
$471K +$480K +2,000 New
CPBTD
604
Central Pacific Bank - Trust Division
Hawaii
$470K +$485K +2,020 New
AT
605
Avalon Trust
New Mexico
$469K
Walleye Capital
606
Walleye Capital
New York
$467K +$476K +1,980 New
SWP
607
Stratos Wealth Partners
Ohio
$463K +$70.9K +295 +18%
PA
608
Parallel Advisors
California
$454K +$12.3K +51 +3%
MSFS
609
Main Street Financial Solutions
Pennsylvania
$447K -$14.4K -60 -3%
LAS
610
LWM Advisory Services
Florida
$447K -$24K -100 -5%
CC
611
Chicago Capital
Illinois
$447K
UWS
612
Unique Wealth Strategies
Illinois
$445K +$454K +1,888 New
FCP
613
Fidelis Capital Partners
Florida
$444K +$19.9K +83 +5%
CCA
614
Checchi Capital Advisers
California
$431K -$4.56K -19 -1%
AIM
615
Artemis Investment Management
United Kingdom
$428K -$404K -1,680 -48%
WPC
616
Wedmont Private Capital
Pennsylvania
$427K +$14.9K +62 +3%
DP
617
Dearborn Partners
Illinois
$426K -$57.4K -239 -12%
SFA
618
Sequoia Financial Advisors
Ohio
$421K -$161K -669 -27%
PVM
619
Palogic Value Management
Texas
$420K
BFM
620
Boothbay Fund Management
New York
$418K +$426K +1,775 New
GLA
621
Great Lakes Advisors
Illinois
$415K -$6K -25 -1%
ICG
622
InterOcean Capital Group
Tennessee
$413K -$78.1K -325 -16%
SIG
623
Sky Investment Group
Connecticut
$411K -$36K -150 -8%
Lido Advisors
624
Lido Advisors
California
$411K -$18.7K -78 -4%
CI Investments Inc
625
CI Investments Inc
Ontario, Canada
$409K +$65.1K +271 +18%

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.