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Verisk Analytics

930 hedge funds and large institutions have $30.1B invested in Verisk Analytics in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 343 increasing their positions, 344 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
930
Holders Change
+31
Holders Change %
+3.45%
% 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
99
Increased
343
Reduced
344
Closed
61
Calls
$45.3M
Puts
$13M
Net Calls
+$32.3M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
801
Crewe Advisors
Utah
$48.8K +$48.8K +207 New
JFGIW
802
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48.1K -$98.8K -419 -67%
NS
803
NBC Securities
Alabama
$47K -$463 -2 -1%
BIA
804
Bell Investment Advisors
California
$46.2K
VAG
805
VisionPoint Advisory Group
Texas
$43.8K +$17.2K +73 +65%
CPG
806
Cornerstone Planning Group
New Jersey
$43K -$7.36K -31 -15%
HWM
807
HighMark Wealth Management
Minnesota
$42.9K
RTC
808
Riverview Trust Company
Washington
$40.1K +$40.1K +170 New
FFA
809
Frazier Financial Advisors
Ohio
$39.6K +$7.54K +32 +24%
CT
810
Clearstead Trust
Maine
$39.4K
SIC
811
Salem Investment Counselors
North Carolina
$38.9K -$1.65K -7 -4%
GRP
812
Global Retirement Partners
California
$37.2K +$1.89K +8 +5%
HWA
813
Heritage Wealth Advisors
Virginia
$37K
RIL
814
Rothschild Investment LLC
Illinois
$35.8K -$7.54K -32 -17%
DFA
815
DHJJ Financial Advisors
Illinois
$35.4K
TC
816
Trust Company
Kansas
$33K +$33K +140 New
CCA
817
Catalyst Capital Advisors
New York
$31.8K -$236 -1 -0.7%
SSB
818
Sandy Spring Bank
Maryland
$31.1K -$17.7K -75 -36%
CFO
819
CVA Family Office
Colorado
$29.9K +$471 +2 +2%
GWM
820
Geneos Wealth Management
Colorado
$29.7K +$236 +1 +0.8%
JWA
821
JFS Wealth Advisors
Pennsylvania
$29.7K +$13K +55 +77%
PD
822
Point72 (DIFC)
United Arab Emirates
$28.8K +$28.8K +122 New
OIAM
823
OFI Invest Asset Management
France
$27.5K +$27.5K +126 New
VWM
824
Venturi Wealth Management
Texas
$25.9K -$5.19K -22 -17%
ATC
825
Adirondack Trust Company
New York
$24.8K