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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
LP
751
LMR Partners
United Kingdom
$210K +$214K +891 New
FNBT
752
FineMark National Bank & Trust
Florida
$206K -$240 -1 -0.1%
EFS
753
Essex Financial Services
Connecticut
$205K +$1.2K +5 +0.6%
RCAG
754
Rehmann Capital Advisory Group
Michigan
$205K -$7.69K -32 -4%
AC
755
Avestar Capital
New York
$205K +$208K +868 New
BBA
756
Braun-Bostich & Associates
Pennsylvania
$205K -$113K -471 -35%
FTIS
757
First Trust Investment Solutions
Florida
$205K +$208K +868 New
CTC
758
Central Trust Company
Missouri
$204K
IIC
759
Integrated Investment Consultants
Michigan
$201K -$1.2K -5 -0.6%
PWPS
760
Pinnacle Wealth Planning Services
Ohio
$200K -$240 -1 -0.1%
PAA
761
Peregrine Asset Advisers
Oregon
$200K
OWA
762
Opal Wealth Advisors
New York
$189K -$17.3K -72 -8%
FHA
763
First Horizon Advisors
Tennessee
$188K +$721 +3 +0.4%
SOW
764
State of Wyoming
Wyoming
$186K +$103K +428 +118%
BCM
765
Blume Capital Management
California
$181K -$12K -50 -6%
SIM
766
Sentry Investment Management
Wisconsin
$177K
ST
767
Smithfield Trust
Pennsylvania
$172K
FFA
768
Farther Finance Advisors
California
$160K +$85.8K +357 +109%
PCM
769
Penserra Capital Management
California
$158K -$199K -828 -55%
AIM
770
Acropolis Investment Management
Missouri
$157K
HIA
771
Harbor Investment Advisory
Maryland
$157K
CUAMC
772
China Universal Asset Management Company
China
$153K +$86K +358 +124%
JWM
773
Janiczek Wealth Management
Colorado
$132K
PAM
774
Paradigm Asset Management
New York
$130K -$36K -150 -21%
BEI
775
Benjamin Edwards Inc
Missouri
$127K +$4.8K +20 +4%

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.