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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
RCA
726
Resonant Capital Advisors
Wisconsin
$245K +$222K +909 New
AAM
727
Azzad Asset Management
Virginia
$245K +$222K +908 New
AFT
728
Alpha Family Trust
California
$244K
LSA
729
Leonteq Securities AG
Switzerland
$242K -$33.5K -137 -13%
GL
730
Graypoint LLC
New York
$242K +$220K +897 New
ECM
731
Evergreen Capital Management
Washington
$240K +$218K +890 New
Empower Advisory Group
732
Empower Advisory Group
Colorado
$237K -$14.2K -58 -6%
FNBT
733
FineMark National Bank & Trust
Florida
$235K
CTC
734
Central Trust Company
Missouri
$233K
CUAMC
735
China Universal Asset Management Company
China
$231K +$51.6K +211 +33%
PWPS
736
Pinnacle Wealth Planning Services
Ohio
$229K
PAA
737
Peregrine Asset Advisers
Oregon
$229K
SLG
738
Stanley-Laman Group
Pennsylvania
$227K +$206K +841 New
FHA
739
First Horizon Advisors
Tennessee
$224K +$7.83K +32 +4%
MCC
740
Malaga Cove Capital
California
$223K +$203K +829 New
BIA
741
Biondo Investment Advisors
Pennsylvania
$223K +$202K +827 New
VFA
742
Valeo Financial Advisors
Indiana
$220K +$200K +817 New
GRP
743
Global Retirement Partners
California
$219K +$161K +656 +415%
WAG
744
Winthrop Advisory Group
Massachusetts
$218K +$198K +809 New
1WA
745
180 Wealth Advisors
Washington
$217K +$193K +788 New
VAS
746
Vestmark Advisory Solutions
Massachusetts
$216K -$55.6K -227 -22%
BA
747
Bristlecone Advisors
Washington
$216K +$196K +800 New
FFM
748
Forum Financial Management
Illinois
$215K +$195K +797 New
WC
749
Waterloo Capital
Texas
$215K +$195K +796 New
SPIA
750
Steward Partners Investment Advisory
New York
$212K -$33.5K -137 -15%

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.