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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 %
PGFC
676
Peapack-Gladstone Financial Corp
New Jersey
$315K +$2.16K +8 +0.7%
GWA
677
Gratus Wealth Advisors
Virginia
$314K -$16.9K -61 -5%
FTWA
678
Fifth Third Wealth Advisors
Ohio
$313K +$313K +1,162 New
IWA
679
Icon Wealth Advisors
Texas
$312K +$5.24K +20 +2%
VF
680
VitalStone Financial
Texas
$311K +$308K +1,143 +9,525%
ACA
681
Aptus Capital Advisors
Alabama
$309K +$34.2K +127 +12%
WA
682
Wealth Alliance
New York
$307K +$2.97K +11 +1%
LSAG
683
Lake Street Advisors Group
New Hampshire
$307K +$3.24K +12 +1%
AA
684
Apriem Advisors
California
$306K – – –
AIM
685
Arcadia Investment Management
Michigan
$306K -$60.6K -225 -17%
ET
686
Equitable Trust
Tennessee
$305K +$305K +1,133 New
CI
687
CX Institutional
Indiana
$305K +$2.16K +8 +0.7%
FT
688
Fiduciary Trust
Massachusetts
$299K -$43.4K -161 -13%
MG
689
Mather Group
Illinois
$298K -$3.06K -13 -1%
CSPIA
690
Cary Street Partners Investment Advisory
Virginia
$294K +$294K +1,090 New
CWM
691
Congress Wealth Management
Massachusetts
$291K +$291K +1,078 New
BP
692
BNP Paribas
France
$290K – – –
EL
693
EWA LLC
Pennsylvania
$288K +$1.11K +4 +0.4%
BTWM
694
Baker Tilly Wealth Management
Wisconsin
$285K -$52.8K -196 -16%
QWP
695
Quotient Wealth Partners
Texas
$284K +$284K +1,053 New
HCP
696
Holt Capital Partners
Texas
$283K – – –
AA
697
Axiom Advisory
California
$282K +$282K +1,152 New
KWM
698
Kolinsky Wealth Management
New Jersey
$282K -$3.77K -14 -1%
BGA
699
Battery Global Advisors
Massachusetts
$279K – – –
BWP
700
BSW Wealth Partners
Colorado
$278K -$12.9K -48 -4%
26 27
28
29 30