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Verisk Analytics

944 hedge funds and large institutions have $33.6B invested in Verisk Analytics in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 342 increasing their positions, 369 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
944
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
13.65%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
78
Increased
342
Reduced
369
Closed
67
Calls
$73.9M
Puts
$6.67M
Net Calls
+$67.2M
Net Calls Change
+$53.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LSAG
676
Lake Street Advisors Group
New Hampshire
$312K +$7.24K +27 +2%
PGFC
677
Peapack-Gladstone Financial Corp
New Jersey
$312K -$1.07K -4 -0.3%
NWAG
678
Net Worth Advisory Group
Utah
$309K +$309K +1,152 New
AIM
679
Artemis Investment Management
United Kingdom
$307K -$14.5K -54 -5%
AA
680
Apriem Advisors
California
$305K
AIM
681
Arcadia Investment Management
Michigan
$304K
WA
682
Wealth Alliance
New York
$302K -$3.48K -13 -1%
GWA
683
Gratus Wealth Advisors
Virginia
$302K
FTWA
684
Fifth Third Wealth Advisors
Ohio
$302K -$9.65K -36 -3%
CI
685
CX Institutional
Indiana
$301K -$1.88K -7 -0.6%
EL
686
EWA LLC
Pennsylvania
$298K +$1.72K +6 +0.6%
FT
687
Fiduciary Trust
Massachusetts
$295K -$2.41K -9 -0.8%
PP
688
Pegasus Partners
Wisconsin
$295K -$158K -588 -35%
CWM
689
Congress Wealth Management
Massachusetts
$293K +$4.56K +17 +2%
BTWM
690
Baker Tilly Wealth Management
Wisconsin
$289K +$6.16K +23 +2%
MPM
691
MBB Public Markets
Illinois
$289K -$2.46M -9,162 -89%
OFS
692
OneAscent Financial Services
Alabama
$289K -$106K -395 -27%
SAM
693
Smartleaf Asset Management
Massachusetts
$289K +$123K +464 +74%
BP
694
BNP Paribas
France
$288K
WP
695
WMS Partners
Maryland
$288K -$150K -558 -34%
ET
696
Equitable Trust
Tennessee
$283K -$20.9K -78 -7%
HCP
697
Holt Capital Partners
Texas
$281K
SIA
698
Schechter Investment Advisors
Michigan
$281K -$58.1K -217 -17%
KWM
699
Kolinsky Wealth Management
New Jersey
$281K +$1.07K +4 +0.4%
NG
700
Norden Group
Utah
$279K +$279K +1,042 New