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
AWM
676
Axxcess Wealth Management
California
$303K -$217K -905 -41%
FT
677
Fiduciary Trust
Massachusetts
$300K +$5.28K +22 +2%
BTWM
678
Baker Tilly Wealth Management
Wisconsin
$295K +$14.9K +62 +5%
GSC
679
Ground Swell Capital
South Carolina
$295K +$301K +1,252 New
TCM
680
Tandem Capital Management
New Jersey
$293K
WBC
681
Westpac Banking Corp
Australia
$293K
CAAS
682
Capital Asset Advisory Services
Michigan
$292K -$217K -905 -41%
Nomura Holdings
683
Nomura Holdings
Japan
$292K -$404K -1,684 -58%
CSI
684
Cross Staff Investments
New York
$292K
HKIMG
685
Hutchens & Kramer Investment Management Group
Indiana
$291K +$44.7K +186 +17%
MAM
686
Madison Asset Management
Wisconsin
$285K
EFI
687
EHP Funds Inc
Canada
$283K -$24K -100 -8%
OC
688
Oarsman Capital
Wisconsin
$280K -$961 -4 -0.3%
TFS
689
Thoroughbred Financial Services
Tennessee
$278K -$810K -3,373 -74%
BAM
690
Blueshift Asset Management
New Jersey
$277K -$90.8K -378 -24%
IWA
691
Icon Wealth Advisors
Texas
$277K -$348K -1,450 -55%
BSI
692
Bennett Selby Investments
Maine
$276K
PGFC
693
Peapack-Gladstone Financial Corp
New Jersey
$274K -$17.8K -74 -6%
OWA
694
Outlook Wealth Advisors
Texas
$272K +$59.6K +248 +27%
FP
695
Foundry Partners
Minnesota
$269K
AA
696
Apriem Advisors
California
$268K
GWA
697
Gratus Wealth Advisors
Virginia
$267K
MA
698
Mutual Advisors
Nebraska
$267K -$2.4K -10 -0.9%
NAS
699
Nicolet Advisory Services
Wisconsin
$267K +$36.3K +151 +15%
PCIA
700
Prime Capital Investment Advisors
Kansas
$267K +$23.3K +97 +9%

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.