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Verisk Analytics

947 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, 358 increasing their positions, 344 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $22.9M | Put options by funds: $8.81M

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

36% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 78

14% more capital invested

Capital invested by funds: $30.2B → $34.3B (+$4.14B)

1% more funds holding

Funds holding: 936947 (+11)

4% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 344

0.26% less ownership

Funds ownership: 89.55%89.29% (-0.26%)

Holders
947
Holders Change
+11
Holders Change %
+1.18%
% of All Funds
13.68%
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
358
Reduced
344
Closed
78
Calls
$22.9M
Puts
$8.81M
Net Calls
+$14.1M
Net Calls Change
-$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
676
Meritage Group
California
$318K -$51.1K -209 -15%
CA
677
Clearstead Advisors
Ohio
$316K +$166K +679 +137%
BSI
678
Bennett Selby Investments
Maine
$316K
PGFC
679
Peapack-Gladstone Financial Corp
New Jersey
$315K +$1.96K +8 +0.7%
GWA
680
Gratus Wealth Advisors
Virginia
$314K -$14.9K -61 -5%
FTWA
681
Fifth Third Wealth Advisors
Ohio
$313K +$284K +1,162 New
IWA
682
Icon Wealth Advisors
Texas
$312K +$4.89K +20 +2%
VF
683
VitalStone Financial
Texas
$311K +$280K +1,143 +9,525%
ACA
684
Aptus Capital Advisors
Alabama
$309K +$31.1K +127 +12%
WA
685
Wealth Alliance
New York
$307K +$2.69K +11 +1%
LSAG
686
Lake Street Advisors Group
New Hampshire
$307K +$2.94K +12 +1%
AA
687
Apriem Advisors
California
$306K
AIM
688
Arcadia Investment Management
Michigan
$306K -$55.1K -225 -17%
ET
689
Equitable Trust
Tennessee
$305K +$277K +1,133 New
CI
690
CX Institutional
Indiana
$305K +$1.96K +8 +0.7%
FT
691
Fiduciary Trust
Massachusetts
$299K -$39.4K -161 -13%
MG
692
Mather Group
Illinois
$298K -$3.18K -13 -1%
CSPIA
693
Cary Street Partners Investment Advisory
Virginia
$294K +$267K +1,090 New
CWM
694
Congress Wealth Management
Massachusetts
$291K +$264K +1,078 New
BP
695
BNP Paribas
France
$290K
EL
696
EWA LLC
Pennsylvania
$288K +$979 +4 +0.4%
BTWM
697
Baker Tilly Wealth Management
Wisconsin
$285K -$48K -196 -16%
QWP
698
Quotient Wealth Partners
Texas
$284K +$258K +1,053 New
HCP
699
Holt Capital Partners
Texas
$283K
AA
700
Axiom Advisory
California
$282K +$282K +1,152 New

VRSK Hedge Fund Activity: Q2 2024 in Review

947 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q2 2024, worth a combined $34.3B — up 14% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new VRSK positions and 78 closed out — a net gain of 28 holders — while 358 added to existing stakes and 344 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $273M. The largest seller was BlackRock, cutting an estimated $227M.

  • 947 institutional investors held Verisk Analytics (VRSK) as of Q2 2024, up from 936 in Q1 2024.
  • Funds reported $34.3B of Verisk Analytics stock for Q2 2024, up 14% quarter-over-quarter.
  • 106 funds opened new Verisk Analytics positions in Q2 2024 and 78 closed out, a net change of +28 holders.
  • The largest Verisk Analytics buyer in Q2 2024 was Citadel Advisors, an estimated $273M added.
  • The largest Verisk Analytics seller in Q2 2024 was BlackRock, an estimated $227M sold.

Based on aggregated 13F filings for Q2 2024.