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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
CYG
801
Clean Yield Group
Vermont
$58.9K
PMFA
802
Plante Moran Financial Advisors
Michigan
$58.9K +$60K +250 New
WIA
803
Wetzel Investment Advisors
Indiana
$58.3K +$721 +3 +1%
EWA
804
EverSource Wealth Advisors
Alabama
$57.4K +$10.1K +42 +19%
CW
805
Connectus Wealth
Ohio
$55.3K +$23.8K +99 +0.9%
WB
806
Webster Bank
Connecticut
$49K +$11K +46 +28%
CA
807
Crewe Advisors
Utah
$48.8K +$49.7K +207 New
JFGIW
808
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48.1K -$101K -419 -67%
NS
809
NBC Securities
Alabama
$47K -$480 -2 -1%
BIA
810
Bell Investment Advisors
California
$46.2K
VAG
811
VisionPoint Advisory Group
Texas
$43.8K +$17.5K +73 +65%
CPG
812
Cornerstone Planning Group
New Jersey
$43K -$7.45K -31 -15%
HWM
813
HighMark Wealth Management
Minnesota
$42.9K
RTC
814
Riverview Trust Company
Washington
$40.1K +$40.8K +170 New
FFA
815
Frazier Financial Advisors
Ohio
$39.6K +$7.69K +32 +24%
CT
816
Clearstead Trust
Maine
$39.4K
SIC
817
Salem Investment Counselors
North Carolina
$38.9K -$1.68K -7 -4%
GRP
818
Global Retirement Partners
California
$37.2K +$1.92K +8 +5%
HWA
819
Heritage Wealth Advisors
Virginia
$37K
RIL
820
Rothschild Investment LLC
Illinois
$35.8K -$7.69K -32 -17%
DFA
821
DHJJ Financial Advisors
Illinois
$35.4K
TC
822
Trust Company
Kansas
$33K +$33.6K +140 New
CCA
823
Catalyst Capital Advisors
New York
$31.8K -$240 -1 -0.7%
SSB
824
Sandy Spring Bank
Maryland
$31.1K -$18K -75 -36%
CFO
825
CVA Family Office
Colorado
$29.9K +$480 +2 +2%

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.