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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
CA
776
Clearstead Advisors
Ohio
$122K -$74.2K -309 -38%
AA
777
Alta Advisers
United Kingdom
$118K
SNB
778
Security National Bank
Nebraska
$118K
HAS
779
HBW Advisory Services
California
$117K
SAM
780
Smartleaf Asset Management
Massachusetts
$116K +$22.8K +95 +24%
CFD
781
Creative Financial Designs
Indiana
$115K +$93K +387 +387%
EC
782
EntryPoint Capital
New York
$108K +$110K +459 New
MAM
783
Magellan Asset Management
Australia
$106K -$9.13K -38 -8%
APF
784
Alaska Permanent Fund
Alaska
$105K +$107K +445 New
RFG
785
RFP Financial Group
Georgia
$103K +$1.68K +7 +2%
IA
786
IFP Advisors
Florida
$98.1K +$16.1K +67 +19%
VIA
787
Virtus Investment Advisers
Connecticut
$97.1K
QL
788
Quarry LP
New York
$91.5K +$93.2K +388 New
KFI
789
Key Financial Inc
Pennsylvania
$88.6K
LC
790
Lindbrook Capital
California
$85.8K -$4.56K -19 -5%
MA
791
Montag & Associates
Georgia
$85K
LS
792
Livforsakringsbolaget Skandia
Sweden
$84.6K
TFM
793
TFC Financial Management
Massachusetts
$82.3K +$240 +1 +0.3%
CT
794
Caldwell Trust
Florida
$80.1K +$81.7K +340 New
AA
795
Ancora Advisors
Ohio
$80K +$35.8K +149 +78%
PTC
796
Private Trust Company
Ohio
$73.8K +$41.1K +171 +120%
HPC
797
HM Payson & Co
Maine
$70.7K
MPWT
798
MassMutual Private Wealth & Trust
Connecticut
$70.5K +$480 +2 +0.7%
BTI
799
Blue Trust Inc
Georgia
$69.7K -$21.4K -89 -23%
AWM
800
Avior Wealth Management
Nebraska
$67.2K +$67.5K +281 +7,025%

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.