VRSK icon

Verisk Analytics
VRSK

Overview Fund Activity

942 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, 356 increasing their positions, 342 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+12
Holders Change %
+1.29%
% of All Funds
13.7%
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
356
Reduced
342
Closed
77
Calls
$22.9M
Puts
$8.81M
Net Calls
+$14.1M
Net Calls Change
-$18.2M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$334M
2
AllianceBernstein
AllianceBernstein
Tennessee
$1.17B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$236M
4
DZ Bank
DZ Bank
Germany
$84.1M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$126M

Top Sellers

1
BlackRock
BlackRock
New York
$3.14B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.34B
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$4.35M
4
Millennium Management
Millennium Management
New York
$46.6M
5
Lazard Asset Management
Lazard Asset Management
New York
$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GL
726
Graypoint LLC
New York
$242K +$242K +897 New
ECM
727
Evergreen Capital Management
Washington
$240K +$240K +890 New
Empower Advisory Group
728
Empower Advisory Group
Colorado
$237K -$15.6K -58 -6%
FNBT
729
FineMark National Bank & Trust
Florida
$235K – – –
CTC
730
Central Trust Company
Missouri
$233K – – –
CUAMC
731
China Universal Asset Management Company
China
$231K +$56.9K +211 +33%
PWPS
732
Pinnacle Wealth Planning Services
Ohio
$229K – – –
PAA
733
Peregrine Asset Advisers
Oregon
$229K – – –
SLG
734
Stanley-Laman Group
Pennsylvania
$227K +$227K +841 New
FHA
735
First Horizon Advisors
Tennessee
$224K +$8.63K +32 +4%
MCC
736
Malaga Cove Capital
California
$223K +$223K +829 New
BIA
737
Biondo Investment Advisors
Pennsylvania
$223K +$223K +827 New
VFA
738
Valeo Financial Advisors
Indiana
$220K +$220K +817 New
GRP
739
Global Retirement Partners
California
$219K +$177K +656 +415%
WAG
740
Winthrop Advisory Group
Massachusetts
$218K +$218K +809 New
1WA
741
180 Wealth Advisors
Washington
$217K +$217K +788 New
VAS
742
Vestmark Advisory Solutions
Massachusetts
$216K -$61.2K -227 -22%
BA
743
Bristlecone Advisors
Washington
$216K +$216K +800 New
FFM
744
Forum Financial Management
Illinois
$215K +$215K +797 New
WC
745
Waterloo Capital
Texas
$215K +$215K +796 New
SPIA
746
Steward Partners Investment Advisory
New York
$212K -$36.9K -137 -15%
CRI
747
Colonial River Investments
Virginia
$210K +$210K +780 New
OWA
748
Opal Wealth Advisors
New York
$209K -$6.47K -24 -3%
Wolverine Trading
749
Wolverine Trading
Illinois
$208K -$336K -1,248 -62%
AC
750
ASB Consultores
Florida
$208K -$64.2K -238 -24%
28 29
30
31 32