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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
13.66%
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 %
EBT
751
Enterprise Bank & Trust
Massachusetts
$217K -$322K -1,200 -60%
MAM
752
Madison Asset Management
Wisconsin
$216K -$134K -501 -38%
FFM
753
Forum Financial Management
Illinois
$215K +$1.34K +5 +0.6%
BA
754
Bristlecone Advisors
Washington
$214K
BRWA
755
B. Riley Wealth Advisors
Florida
$214K -$62.6K -233 -23%
WAG
756
Winthrop Advisory Group
Massachusetts
$213K -$4.02K -15 -2%
VFA
757
Valeo Financial Advisors
Indiana
$213K -$6.16K -23 -3%
AC
758
ASB Consultores
Florida
$212K +$5.09K +19 +2%
Empower Advisory Group
759
Empower Advisory Group
Colorado
$211K -$24.4K -91 -10%
CRI
760
Colonial River Investments
Virginia
$209K
OWA
761
Opal Wealth Advisors
New York
$207K -$1.34K -5 -0.6%
BCM
762
Blume Capital Management
California
$206K
KFC
763
Klingenstein Fields & Co
New York
$204K
S
764
SimplyRich
California
$203K +$2.67K +10 +1%
CAM
765
Claret Asset Management
Quebec, Canada
$201K +$1.07K +4 +0.5%
PWM
766
Perigon Wealth Management
California
$200K +$200K +748 New
BIG
767
Brooklyn Investment Group
New York
$198K +$198K +738 New
ST
768
Smithfield Trust
Pennsylvania
$196K
PPC
769
Park Place Capital
Alabama
$193K -$8.04K -30 -4%
SOW
770
State of Wyoming
Wyoming
$187K +$82.3K +307 +79%
PCM
771
Penserra Capital Management
California
$182K +$2.13K +8 +1%
HIA
772
Harbor Investment Advisory
Maryland
$178K -$268 -1 -0.1%
AIM
773
Acropolis Investment Management
Missouri
$178K -$536 -2 -0.3%
JFGIW
774
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$174K +$6.97K +26 +4%
SIM
775
Sentry Investment Management
Wisconsin
$167K