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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
WA
701
Wealth Alliance
New York
$266K -$4.32K -18 -2%
LSAG
702
Lake Street Advisors Group
New Hampshire
$266K +$19.2K +80 +8%
CI
703
CX Institutional
Indiana
$265K +$7.69K +32 +3%
BFEC
704
Benjamin F. Edwards & Company
Missouri
$262K +$8.41K +35 +3%
GWM
705
Gibbs Wealth Management
Georgia
$262K +$267K +1,110 New
TSS
706
Two Sigma Securities
New York
$261K +$266K +1,106 New
AFG
707
Atomi Financial Group
New York
$258K -$14.2K -59 -5%
EL
708
EWA LLC
Pennsylvania
$256K +$6.73K +28 +3%
BWP
709
BSW Wealth Partners
Colorado
$255K -$11.8K -49 -4%
UF
710
Univest Financial
Pennsylvania
$254K +$259K +1,079 New
BP
711
BNP Paribas
France
$254K +$258K +1,076 New
GM
712
GeoWealth Management
Illinois
$251K +$255K +1,063 New
1WM
713
1858 Wealth Management
Ohio
$251K
SEA
714
Stegent Equity Advisors
Texas
$250K +$255K +1,060 New
KWM
715
Kolinsky Wealth Management
New Jersey
$250K -$3.84K -16 -1%
HCP
716
Holt Capital Partners
Texas
$248K
LSA
717
Leonteq Securities AG
Switzerland
$244K -$27.4K -114 -10%
BGA
718
Battery Global Advisors
Massachusetts
$244K
CGL
719
Clarius Group LLC
Washington
$243K -$63.2K -263 -20%
VAS
720
Vestmark Advisory Solutions
Massachusetts
$242K -$50.2K -209 -17%
EA
721
Emerald Advisers
Pennsylvania
$242K -$2.4K -10 -1%
ACA
722
Aptus Capital Advisors
Alabama
$241K +$25K +104 +11%
Connor, Clark & Lunn Investment Management (CC&L)
723
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$240K +$245K +1,019 New
DFCM
724
Dark Forest Capital Management
Puerto Rico
$238K +$243K +1,010 New
MPM
725
MBB Public Markets
Illinois
$238K +$243K +1,010 New

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.