We are live on ! Find out more
VRSK icon

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
EWA
626
EP Wealth Advisors
California
$408K +$6.97K +29 +2%
VSQM
627
V-Square Quantitative Management
Illinois
$405K +$143K +597 +53%
CIC
628
Chilton Investment Company
Connecticut
$405K
KIA
629
KLR Investment Advisors
Rhode Island
$401K -$30.7K -128 -7%
COI
630
Connable Office Inc
Michigan
$401K
CCIA
631
Campbell & Co Investment Adviser
Maryland
$399K +$407K +1,693 New
CBNLCF
632
Cognios Beta Neutral Large Cap Fund
Kansas
$399K +$407K +1,693 New
A
633
AustralianSuper
Australia
$394K -$1.89M -7,880 -82%
AP
634
Advisors Preferred
Maryland
$390K -$53.8K -224 -12%
SPA
635
Shore Point Advisors
New Jersey
$388K
OTL
636
Oak Thistle LLC
New York
$386K +$393K +1,637 New
BRWA
637
B. Riley Wealth Advisors
Florida
$383K +$88.9K +370 +30%
WP
638
WMS Partners
Maryland
$383K
CPIG
639
Chicago Partners Investment Group
Illinois
$382K -$8.41K -35 -2%
PFBT
640
Parkside Financial Bank & Trust
Missouri
$381K -$4.56K -19 -1%
PWG
641
Portside Wealth Group
Utah
$377K +$59.6K +248 +18%
CPW
642
Crestmont Private Wealth
Texas
$377K +$52.4K +218 +16%
MA
643
MJP Associates
Connecticut
$377K +$10.6K +44 +3%
VCM
644
Virtue Capital Management
Tennessee
$375K -$95.6K -398 -19%
NP
645
NorthRock Partners
Minnesota
$373K +$6.97K +29 +2%
AF
646
Allworth Financial
California
$368K +$9.61K +40 +3%
PA
647
Procyon Advisors
Connecticut
$365K -$103K -427 -22%
ALAM
648
Asahi Life Asset Management
Japan
$362K
RP
649
Riverwater Partners
Wisconsin
$361K -$4.08K -17 -1%
WTC
650
WhitTier Trust Company
Nevada
$361K +$10.3K +43 +3%

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.