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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
KWM
701
Kolinsky Wealth Management
New Jersey
$282K -$3.43K -14 -1%
BGA
702
Battery Global Advisors
Massachusetts
$279K
BWP
703
BSW Wealth Partners
Colorado
$278K -$11.7K -48 -4%
CA
704
Commerzbank Aktiengesellschaft
Germany
$278K +$8.32K +34 +3%
AWM
705
Ariadne Wealth Management
California
$277K +$630K +2,574 New
BRWA
706
B. Riley Wealth Advisors
Florida
$277K -$146K -595 -37%
1WM
707
1858 Wealth Management
Ohio
$277K -$5.14K -21 -2%
MCM
708
MV Capital Management
Maryland
$270K +$19.1K +78 +8%
WPWM
709
Western Pacific Wealth Management
Illinois
$270K
FL
710
Fort LP
Maryland
$268K +$4.89K +20 +2%
EWM
711
Evermay Wealth Management
Virginia
$268K
AC
712
Avestar Capital
New York
$265K +$28.1K +115 +13%
TNB
713
Thomasville National Bank
Georgia
$264K
CGL
714
Clarius Group LLC
Washington
$262K -$14.2K -58 -6%
OWM
715
OneAscent Wealth Management
Alabama
$260K +$236K +963 New
OQS
716
Occudo Quantitative Strategies
Florida
$256K -$3.5M -14,322 -94%
RCAG
717
Rehmann Capital Advisory Group
Michigan
$251K +$14.4K +59 +7%
TSS
718
Two Sigma Securities
New York
$250K -$43.3K -177 -16%
AA
719
Addison Advisors
Vermont
$250K +$6.12K +25 +3%
EFS
720
Essex Financial Services
Connecticut
$250K +$17.6K +72 +8%
CAM
721
Congress Asset Management
Massachusetts
$249K
HCM
722
Heathbridge Capital Management
Ontario, Canada
$249K
AWM
723
Angeles Wealth Management
California
$249K +$226K +925 New
SHJ
724
Sharkey, Howes & Javer
Colorado
$248K
FMLI
725
Fukoku Mutual Life Insurance
Japan
$245K

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.