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Verisk Analytics

981 hedge funds and large institutions have $36.5B invested in Verisk Analytics in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 366 increasing their positions, 354 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
+37
Holders Change %
+3.92%
% of All Funds
13.06%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
123
Increased
366
Reduced
354
Closed
67
Calls
$23.9M
Puts
$13.8M
Net Calls
+$10.1M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Shares
Change %
GWA
676
Gratus Wealth Advisors
Virginia
$313K
EWA
677
EverSource Wealth Advisors
Alabama
$309K +$169K +615 +121%
WA
678
Wealth Alliance
New York
$308K -$2.48K -9 -0.8%
AA
679
Apriem Advisors
California
$306K -$6.89K -25 -2%
CI
680
CX Institutional
Indiana
$305K -$5.23K -19 -2%
FT
681
Fiduciary Trust
Massachusetts
$304K
WP
682
WMS Partners
Maryland
$301K +$4.96K +18 +2%
LSAG
683
Lake Street Advisors Group
New Hampshire
$301K -$20.1K -73 -6%
CWM
684
Congress Wealth Management
Massachusetts
$301K -$1.1K -4 -0.4%
EGM
685
Engineers Gate Manager
New York
$301K -$1.92M -6,973 -86%
AIM
686
Artemis Investment Management
United Kingdom
$299K -$16.8K -61 -5%
MWM
687
Maridea Wealth Management
New York
$299K +$299K +1,084 New
SPIA
688
Steward Partners Investment Advisory
New York
$298K +$67.8K +246 +29%
BWP
689
BSW Wealth Partners
Colorado
$296K +$12.7K +46 +4%
BTWM
690
Baker Tilly Wealth Management
Wisconsin
$296K -$1.65K -6 -0.6%
STA
691
Summit Trail Advisors
New York
$295K +$46.8K +170 +19%
ACM
692
Aster Capital Management
United Arab Emirates
$294K +$294K +1,069 New
ET
693
Equitable Trust
Tennessee
$291K
FWM
694
FFT Wealth Management
Pennsylvania
$290K +$290K +1,054 New
HCP
695
Holt Capital Partners
Texas
$289K
KWM
696
Kolinsky Wealth Management
New Jersey
$288K -$551 -2 -0.2%
EL
697
EWA LLC
Pennsylvania
$287K -$275 -1 -0.1%
RCAG
698
Rehmann Capital Advisory Group
Michigan
$287K +$18.5K +67 +7%
BGA
699
Battery Global Advisors
Massachusetts
$285K
AP
700
Adero Partners
California
$283K +$47.6K +173 +20%