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Verisk Analytics

993 hedge funds and large institutions have $36.6B invested in Verisk Analytics in 2024 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 373 increasing their positions, 355 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 67

73% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $13.8M

7% more capital invested

Capital invested by funds: $34.1B → $36.6B (+$2.49B)

4% more funds holding

Funds holding: 953993 (+40)

1.45% more ownership

Funds ownership: 89.39%90.84% (+1.4%)

5% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 355

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
993
Holders Change
+40
Holders Change %
+4.2%
% of All Funds
13.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
126
Increased
373
Reduced
355
Closed
67
Calls
$23.9M
Puts
$13.8M
Net Calls
+$10.1M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Change in
Stake
APF
801
Alaska Permanent Fund
Alaska
$114K
LC
802
Lindbrook Capital
California
$111K +$1.11K +4 +1%
RS
803
R Squared
Hong Kong
$107K +$109K +390 New
KFI
804
Key Financial Inc
Pennsylvania
$107K +$3.06K +11 +3%
EPAM
805
Evelyn Partners Asset Management
$105K +$107K +383 New
MPWT
806
MassMutual Private Wealth & Trust
Connecticut
$103K +$7.79K +28 +8%
TFM
807
TFC Financial Management
Massachusetts
$102K -$21.7K -78 -17%
MA
808
Montag & Associates
Georgia
$99.7K
PTC
809
Private Trust Company
Ohio
$97.2K +$16.7K +60 +20%
CAWM
810
Capital A Wealth Management
Pennsylvania
$95.6K +$96.6K +347 New
VAG
811
VisionPoint Advisory Group
Texas
$95.1K +$96.8K +348 New
BDL
812
Banque de Luxembourg
Luxembourg
$86.8K +$87.4K +314 New
IA
813
IFP Advisors
Florida
$84.3K -$12.2K -44 -13%
NB
814
NBT Bank
New York
$84.3K
HPC
815
HM Payson & Co
Maine
$82.6K -$557 -2 -0.7%
T
816
TOBAM
France
$82K +$1.39K +5 +2%
AAP
817
Arax Advisory Partners
Colorado
$81.4K +$8.35K +30 +11%
AA
818
Ancora Advisors
Ohio
$74.7K -$19.2K -69 -20%
PMFA
819
Plante Moran Financial Advisors
Michigan
$73.8K +$5.01K +18 +7%
CYG
820
Clean Yield Group
Vermont
$68.9K
LSA
821
Leonteq Securities AG
Switzerland
$65.3K -$232K -833 -78%
Loomis, Sayles & Company
822
Loomis, Sayles & Company
Massachusetts
$63K +$63.7K +229 New
TFIPS
823
Towarzystwo Funduszy Inwestycyjnych PZU SA
$60.6K +$19.5K +70 +47%
CSPIA
824
Cary Street Partners Investment Advisory
Virginia
$59.8K -$272K -977 -82%
CFD
825
Creative Financial Designs
Indiana
$59.5K -$31.7K -114 -35%

VRSK Hedge Fund Activity: Q4 2024 in Review

993 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2024, worth a combined $36.6B — up 7.3% from $34.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new VRSK positions and 67 closed out — a net gain of 59 holders — while 373 added to existing stakes and 355 trimmed.

The largest buyer was Amundi, adding an estimated $120M. The largest seller was Goldman Sachs, cutting an estimated $117M.

  • 993 institutional investors held Verisk Analytics (VRSK) as of Q4 2024, up from 953 in Q3 2024.
  • Funds reported $36.6B of Verisk Analytics stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 126 funds opened new Verisk Analytics positions in Q4 2024 and 67 closed out, a net change of +59 holders.
  • The largest Verisk Analytics buyer in Q4 2024 was Amundi, an estimated $120M added.
  • The largest Verisk Analytics seller in Q4 2024 was Goldman Sachs, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2024.