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Verisk Analytics

944 hedge funds and large institutions have $33.6B invested in Verisk Analytics in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 342 increasing their positions, 369 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
944
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
13.66%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
78
Increased
342
Reduced
369
Closed
67
Calls
$73.9M
Puts
$6.67M
Net Calls
+$67.2M
Net Calls Change
+$53.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
801
Plante Moran Financial Advisors
Michigan
$67K
CYG
802
Clean Yield Group
Vermont
$67K
NS
803
NBC Securities
Alabama
$52K -$1.32K -5 -2%
RI
804
Ridgewood Investments
New Jersey
$50.9K -$4.56K -17 -8%
CWA
805
Carolina Wealth Advisors
South Carolina
$50.4K +$50.4K +188 New
HWM
806
HighMark Wealth Management
Minnesota
$48.8K
RTC
807
Riverview Trust Company
Washington
$46.4K +$804 +3 +2%
SIC
808
Salem Investment Counselors
North Carolina
$46.1K +$1.88K +7 +4%
BGC
809
Beutel, Goodman & Co
Ontario, Canada
$46K +$46K +172 New
KPP
810
Kings Path Partners
Texas
$45.8K
BIA
811
Bell Investment Advisors
California
$45.3K -$804 -3 -2%
WB
812
Webster Bank
Connecticut
$43.4K -$12.3K -46 -22%
HWA
813
Heritage Wealth Advisors
Virginia
$42.1K
RIL
814
Rothschild Investment LLC
Illinois
$42.1K +$1.34K +5 +3%
SSB
815
Sandy Spring Bank
Maryland
$41.5K
DFA
816
DHJJ Financial Advisors
Illinois
$40.2K
TFIPS
817
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40.2K +$26.8K +100 +200%
HWM
818
Hemington Wealth Management
Virginia
$40K +$40K +146 New
VWM
819
Venturi Wealth Management
Texas
$37K -$7.5K -28 -17%
AWM
820
Avior Wealth Management
Nebraska
$34.8K -$6.97K -26 -17%
ATS
821
Ashton Thomas Securities
New York
$34.3K +$34.3K +128 New
CT
822
Clearstead Trust
Maine
$33.5K
GWM
823
Geneos Wealth Management
Colorado
$31.6K +$3.22K +12 +11%
CFO
824
CVA Family Office
Colorado
$30.8K +$1.34K +5 +5%
CPBTD
825
Central Pacific Bank - Trust Division
Hawaii
$28.7K -$395K -1,473 -93%