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Verisk Analytics
VRSK

Overview Fund Activity

942 hedge funds and large institutions have $34.3B invested in Verisk Analytics in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 356 increasing their positions, 342 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+12
Holders Change %
+1.29%
% of All Funds
13.7%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
106
Increased
356
Reduced
342
Closed
77
Calls
$22.9M
Puts
$8.81M
Net Calls
+$14.1M
Net Calls Change
-$18.2M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$334M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.17B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$236M
4
DZ Bank
4
DZ Bank
Germany
$84.1M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$126M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.14B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.34B
3
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$4.35M
4
Millennium Management
4
Millennium Management
New York
$46.6M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
801
Plante Moran Financial Advisors
Michigan
$67.4K – – –
CYG
802
Clean Yield Group
Vermont
$67.4K – – –
CA
803
Crewe Advisors
Utah
$64.4K +$8.63K +32 +15%
Simplex Trading
804
Simplex Trading
Illinois
$61K +$61K +229 New
EC
805
EntryPoint Capital
New York
$57.1K -$66.6K -247 -54%
WB
806
Webster Bank
Connecticut
$56.1K – – –
RI
807
Ridgewood Investments
New Jersey
$55.7K +$55.7K +207 New
NS
808
NBC Securities
Alabama
$54K -$267 -1 -0.5%
HWM
809
HighMark Wealth Management
Minnesota
$49.1K – – –
BIA
810
Bell Investment Advisors
California
$46.4K -$6.47K -24 -12%
KPP
811
Kings Path Partners
Texas
$46.1K +$46.1K +171 New
RTC
812
Riverview Trust Company
Washington
$45.8K – – –
VWM
813
Venturi Wealth Management
Texas
$44.7K +$15.1K +56 +51%
SIC
814
Salem Investment Counselors
North Carolina
$44.5K – – –
HWA
815
Heritage Wealth Advisors
Virginia
$42.3K – – –
AWM
816
Avior Wealth Management
Nebraska
$42K -$34.8K -129 -45%
SSB
817
Sandy Spring Bank
Maryland
$41.8K +$6.2K +23 +17%
RIL
818
Rothschild Investment LLC
Illinois
$41K – – –
DFA
819
DHJJ Financial Advisors
Illinois
$40.4K – – –
FFA
820
Frazier Financial Advisors
Ohio
$36.9K -$8.36K -31 -18%
CCA
821
Catalyst Capital Advisors
New York
$36.9K +$539 +2 +1%
CT
822
Clearstead Trust
Maine
$33.7K -$11.3K -42 -25%
CCM
823
Chilton Capital Management
Texas
$33.7K +$33.7K +125 New
CPG
824
Cornerstone Planning Group
New Jersey
$32K -$15.5K -59 -33%
IAIM
825
International Assets Investment Management
Florida
$31.3K +$31.3K +116 New
31 32
33
34 35