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Verisk Analytics
VRSK

Overview Fund Activity

942 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, 356 increasing their positions, 342 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+12
Holders Change %
+1.29%
% of All Funds
13.7%
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
356
Reduced
342
Closed
77
Calls
$22.9M
Puts
$8.81M
Net Calls
+$14.1M
Net Calls Change
-$18.2M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$334M
2
AllianceBernstein
AllianceBernstein
Tennessee
$1.17B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$236M
4
DZ Bank
DZ Bank
Germany
$84.1M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$126M

Top Sellers

1
BlackRock
BlackRock
New York
$3.14B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.34B
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$4.35M
4
Millennium Management
Millennium Management
New York
$46.6M
5
Lazard Asset Management
Lazard Asset Management
New York
$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
601
Empirical Asset Management
Massachusetts
$511K +$109K +403 +27%
PI
602
PineBridge Investments
New York
$508K -$12.9M -47,951 -96%
LAS
603
LWM Advisory Services
Florida
$496K -$14.6K -54 -3%
CIS
604
Custom Index Systems
New York
$491K +$491K +1,822 New
CPIG
605
Chicago Partners Investment Group
Illinois
$479K -$12.3K -43 -3%
PVM
606
Palogic Value Management
Texas
$472K -$7.82K -29 -2%
SIG
607
Sky Investment Group
Connecticut
$470K – – –
SFA
608
Sequoia Financial Advisors
Ohio
$468K -$13.2K -49 -3%
Lido Advisors
609
Lido Advisors
California
$465K -$5.66K -21 -1%
COI
610
Connable Office Inc
Michigan
$458K – – –
CIC
611
Chilton Investment Company
Connecticut
$456K -$6.47K -24 -1%
PP
612
Pegasus Partners
Wisconsin
$455K -$361K -1,339 -44%
AF
613
Allworth Financial
California
$450K +$18.3K +66 +4%
MA
614
MJP Associates
Connecticut
$449K +$18.1K +67 +4%
GLA
615
Great Lakes Advisors
Illinois
$449K -$25.9K -96 -5%
DP
616
Dearborn Partners
Illinois
$447K -$40.4K -150 -8%
CI Investments Inc
617
CI Investments Inc
Ontario, Canada
$446K -$22.4K -83 -5%
UWS
618
Unique Wealth Strategies
Illinois
$445K – – –
SPA
619
Shore Point Advisors
New Jersey
$444K +$270 +1 +0.1%
PFBT
620
Parkside Financial Bank & Trust
Missouri
$443K +$7.01K +26 +2%
WP
621
WMS Partners
Maryland
$440K +$2.7K +10 +0.6%
FCP
622
Fidelis Capital Partners
Florida
$430K -$59.9K -230 -12%
PWG
623
Portside Wealth Group
Utah
$429K -$2.7K -10 -0.6%
BBA
624
Baader Bank Aktiengesellschaft
Germany
$427K +$427K +1,583 New
FFA
625
Farther Finance Advisors
California
$426K +$243K +905 +132%
23 24
25
26 27