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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 %
AFA
701
Arlington Financial Advisors
California
$278K +$278K +1,038 New
BGA
702
Battery Global Advisors
Massachusetts
$277K
BWP
703
BSW Wealth Partners
Colorado
$276K -$536 -2 -0.2%
1WM
704
1858 Wealth Management
Ohio
$275K
DC
705
Diametric Capital
Massachusetts
$275K +$275K +1,025 New
OWM
706
OneAscent Wealth Management
Alabama
$271K +$12.6K +47 +5%
MCM
707
MV Capital Management
Maryland
$268K
WPWM
708
Western Pacific Wealth Management
Illinois
$268K
AC
709
Avestar Capital
New York
$268K +$4.29K +16 +2%
EWM
710
Evermay Wealth Management
Virginia
$267K
QWP
711
Quotient Wealth Partners
Texas
$266K -$15.8K -59 -6%
RCAG
712
Rehmann Capital Advisory Group
Michigan
$264K +$12.2K +45 +5%
LS
713
Livforsakringsbolaget Skandia
Sweden
$264K +$168K +626 +174%
TNB
714
Thomasville National Bank
Georgia
$262K
GL
715
Graypoint LLC
New York
$261K +$20.6K +77 +9%
BB
716
Bell Bank
North Dakota
$257K -$703K -2,625 -73%
EFS
717
Essex Financial Services
Connecticut
$254K +$1.34K +5 +0.5%
VAS
718
Vestmark Advisory Solutions
Massachusetts
$253K +$38.3K +143 +18%
FL
719
Fort LP
Maryland
$252K -$14.7K -55 -6%
CGL
720
Clarius Group LLC
Washington
$248K -$11K -41 -4%
AA
721
Addison Advisors
Vermont
$248K
CAM
722
Congress Asset Management
Massachusetts
$248K
HCM
723
Heathbridge Capital Management
Ontario, Canada
$248K
RCA
724
Resonant Capital Advisors
Wisconsin
$247K +$3.75K +14 +2%
SHJ
725
Sharkey, Howes & Javer
Colorado
$247K