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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
AC
726
ASB Consultores
Florida
$238K +$242K +1,009 New
CA
727
Commerzbank Aktiengesellschaft
Germany
$236K +$239K +997 New
WPWM
728
Western Pacific Wealth Management
Illinois
$236K
EWM
729
Evermay Wealth Management
Virginia
$235K -$19.7K -82 -8%
CFG
730
Citizens Financial Group
Rhode Island
$233K -$12.3K -51 -5%
SIA
731
Schechter Investment Advisors
Michigan
$231K -$11.5K -48 -5%
TNB
732
Thomasville National Bank
Georgia
$231K -$3.84K -16 -2%
FL
733
Fort LP
Maryland
$230K -$34.1K -142 -13%
CIA
734
Concurrent Investment Advisors
Florida
$228K +$26.4K +110 +13%
FAIM
735
Financial Advocates Investment Management
Washington
$227K
MM
736
MQS Management
New York
$226K +$231K +960 New
SCM
737
Stevens Capital Management
Pennsylvania
$226K +$230K +959 New
Empower Advisory Group
738
Empower Advisory Group
Colorado
$221K -$40.8K -170 -15%
CAM
739
Congress Asset Management
Massachusetts
$218K
HCM
740
Heathbridge Capital Management
Ontario, Canada
$218K
T
741
TOBAM
France
$218K +$69.2K +288 +45%
SPIA
742
Steward Partners Investment Advisory
New York
$218K +$36K +150 +19%
MCM
743
MV Capital Management
Maryland
$218K +$60.8K +253 +38%
SHJ
744
Sharkey, Howes & Javer
Colorado
$217K
PPC
745
Park Place Capital
Alabama
$215K -$37.5K -156 -15%
FMLI
746
Fukoku Mutual Life Insurance
Japan
$215K +$219K +910 New
AFT
747
Alpha Family Trust
California
$213K
OFS
748
OneAscent Financial Services
Alabama
$213K +$217K +903 New
AA
749
Addison Advisors
Vermont
$213K +$4.56K +19 +2%
GAA
750
Global Assets Advisory
Florida
$211K +$11.8M +49,131 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.