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Verisk Analytics

947 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, 358 increasing their positions, 344 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $22.9M | Put options by funds: $8.81M

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

36% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 78

14% more capital invested

Capital invested by funds: $30.2B → $34.3B (+$4.14B)

1% more funds holding

Funds holding: 936947 (+11)

4% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 344

0.26% less ownership

Funds ownership: 89.55%89.29% (-0.26%)

Holders
947
Holders Change
+11
Holders Change %
+1.18%
% of All Funds
13.68%
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
358
Reduced
344
Closed
78
Calls
$22.9M
Puts
$8.81M
Net Calls
+$14.1M
Net Calls Change
-$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
801
MassMutual Private Wealth & Trust
Connecticut
$89.2K +$7.83K +32 +11%
AAP
802
Arax Advisory Partners
Colorado
$84.6K +$73.4K +300 +2,143%
PTC
803
Private Trust Company
Ohio
$84.4K
HPC
804
HM Payson & Co
Maine
$80.9K
VAG
805
VisionPoint Advisory Group
Texas
$70.1K +$18.1K +74 +40%
CYG
806
Clean Yield Group
Vermont
$67.4K
PMFA
807
Plante Moran Financial Advisors
Michigan
$67.4K
CA
808
Crewe Advisors
Utah
$64.4K +$7.83K +32 +15%
Simplex Trading
809
Simplex Trading
Illinois
$61K +$56K +229 New
EC
810
EntryPoint Capital
New York
$57.1K -$60.4K -247 -54%
WB
811
Webster Bank
Connecticut
$56.1K
RI
812
Ridgewood Investments
New Jersey
$55.7K +$50.7K +207 New
NS
813
NBC Securities
Alabama
$54K -$245 -1 -0.5%
HWM
814
HighMark Wealth Management
Minnesota
$49.1K
BIA
815
Bell Investment Advisors
California
$46.4K -$5.87K -24 -12%
KPP
816
Kings Path Partners
Texas
$46.1K +$41.8K +171 New
RTC
817
Riverview Trust Company
Washington
$45.8K
VWM
818
Venturi Wealth Management
Texas
$44.7K +$13.7K +56 +51%
SIC
819
Salem Investment Counselors
North Carolina
$44.5K
HWA
820
Heritage Wealth Advisors
Virginia
$42.3K
AWM
821
Avior Wealth Management
Nebraska
$42K -$31.6K -129 -45%
SSB
822
Sandy Spring Bank
Maryland
$41.8K +$5.63K +23 +17%
RIL
823
Rothschild Investment LLC
Illinois
$41K
DFA
824
DHJJ Financial Advisors
Illinois
$40.4K
FFA
825
Frazier Financial Advisors
Ohio
$36.9K -$7.59K -31 -18%

VRSK Hedge Fund Activity: Q2 2024 in Review

947 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q2 2024, worth a combined $34.3B — up 14% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new VRSK positions and 78 closed out — a net gain of 28 holders — while 358 added to existing stakes and 344 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $273M. The largest seller was BlackRock, cutting an estimated $227M.

  • 947 institutional investors held Verisk Analytics (VRSK) as of Q2 2024, up from 936 in Q1 2024.
  • Funds reported $34.3B of Verisk Analytics stock for Q2 2024, up 14% quarter-over-quarter.
  • 106 funds opened new Verisk Analytics positions in Q2 2024 and 78 closed out, a net change of +28 holders.
  • The largest Verisk Analytics buyer in Q2 2024 was Citadel Advisors, an estimated $273M added.
  • The largest Verisk Analytics seller in Q2 2024 was BlackRock, an estimated $227M sold.

Based on aggregated 13F filings for Q2 2024.