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Verisk Analytics

981 hedge funds and large institutions have $36.5B invested in Verisk Analytics in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 366 increasing their positions, 354 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
+37
Holders Change %
+3.92%
% of All Funds
13.06%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
123
Increased
366
Reduced
354
Closed
67
Calls
$23.9M
Puts
$13.8M
Net Calls
+$10.1M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
801
Montag & Associates
Georgia
$99.7K
PTC
802
Private Trust Company
Ohio
$97.2K +$16.5K +60 +20%
CAWM
803
Capital A Wealth Management
Pennsylvania
$95.6K +$95.6K +347 New
VAG
804
VisionPoint Advisory Group
Texas
$95.1K +$95.1K +348 New
BDL
805
Banque de Luxembourg
Luxembourg
$86.8K +$86.8K +314 New
IA
806
IFP Advisors
Florida
$84.3K -$12.1K -44 -13%
NB
807
NBT Bank
New York
$84.3K
HPC
808
HM Payson & Co
Maine
$82.6K -$551 -2 -0.7%
T
809
TOBAM
France
$82K +$1.39K +5 +2%
AAP
810
Arax Advisory Partners
Colorado
$81.4K +$8.26K +30 +11%
AA
811
Ancora Advisors
Ohio
$74.7K -$19K -69 -20%
PMFA
812
Plante Moran Financial Advisors
Michigan
$73.8K +$4.96K +18 +7%
CYG
813
Clean Yield Group
Vermont
$68.9K
Loomis, Sayles & Company
814
Loomis, Sayles & Company
Massachusetts
$63K +$63K +229 New
TFIPS
815
Towarzystwo Funduszy Inwestycyjnych PZU SA
$60.6K +$19.3K +70 +47%
CSPIA
816
Cary Street Partners Investment Advisory
Virginia
$59.8K -$269K -977 -82%
CFD
817
Creative Financial Designs
Indiana
$59.5K -$31.4K -114 -35%
WA
818
WPG Advisers
Maryland
$59.5K +$59.5K +216 New
QC
819
Quent Capital
New York
$58.4K -$33.1K -120 -36%
CBT
820
Crews Bank & Trust
Florida
$55.1K +$55.1K +200 New
RI
821
Ridgewood Investments
New Jersey
$52.3K
HWM
822
HighMark Wealth Management
Minnesota
$50.2K
RTC
823
Riverview Trust Company
Washington
$47.6K
KPP
824
Kings Path Partners
Texas
$47.1K
BGC
825
Beutel, Goodman & Co
Ontario, Canada
$47K