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Verisk Analytics

936 hedge funds and large institutions have $30.2B invested in Verisk Analytics in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 343 increasing their positions, 347 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $45.3M | Put options by funds: $13M

67% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 61

4% more funds holding

Funds holding: 902936 (+34)

1% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 347

2.6% less ownership

Funds ownership: 92.15%89.55% (-2.6%)

5% less capital invested

Capital invested by funds: $31.9B → $30.2B (-$1.71B)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
936
Holders Change
+34
Holders Change %
+3.77%
% of All Funds
13.48%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
102
Increased
343
Reduced
347
Closed
61
Calls
$45.3M
Puts
$13M
Net Calls
+$32.3M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
826
Geneos Wealth Management
Colorado
$29.7K +$240 +1 +0.8%
JWA
827
JFS Wealth Advisors
Pennsylvania
$29.7K +$13.2K +55 +77%
PD
828
Point72 (DIFC)
United Arab Emirates
$28.8K +$29.3K +122 New
OIAM
829
OFI Invest Asset Management
France
$27.5K +$30.3K +126 New
VWM
830
Venturi Wealth Management
Texas
$25.9K -$5.28K -22 -17%
ATC
831
Adirondack Trust Company
New York
$24.8K
BCWM
832
Bartlett & Co Wealth Management
Ohio
$24.5K
FMII
833
Farmers & Merchants Investments Inc
Nebraska
$23.8K
KSWA
834
Kathleen S. Wright Associates
Pennsylvania
$22.6K
FMP
835
Financial Management Professionals
Texas
$22K -$4.08K -17 -16%
GBT
836
Grove Bank & Trust
Florida
$21.5K
PCMC
837
Planning Capital Management Corporation
Pennsylvania
$21.2K
CT
838
Colonial Trust
South Carolina
$21.1K
AWM
839
Abound Wealth Management
Tennessee
$20.8K -$240 -1 -1%
AGWCA
840
Annis Gardner Whiting Capital Advisors
Florida
$19.8K +$480 +2 +2%
Group One Trading
841
Group One Trading
Illinois
$19.3K -$22.8K -95 -54%
FFL
842
Financial Freedom LLC
Ohio
$19.3K
C
843
Covestor
United Kingdom
$18K -$480 -2 -3%
FCA
844
FinTrust Capital Advisors
South Carolina
$17.7K
RA
845
Rise Advisors
New York
$17.7K +$18K +75 New
TFGT
846
TS Financial Group (TSFG)
Illinois
$17K +$240 +1 +1%
MCM
847
Manchester Capital Management
Vermont
$16.5K -$6K -25 -26%
AF
848
Advisornet Financial
Minnesota
$16.3K +$2.64K +11 +19%
QC
849
Quent Capital
New York
$15.1K -$2.64K -11 -15%
MA
850
MCF Advisors
Kentucky
$15.1K +$240 +1 +2%

VRSK Hedge Fund Activity: Q1 2024 in Review

936 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q1 2024, worth a combined $30.2B — down 5.3% from $31.9B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new VRSK positions and 61 closed out — a net gain of 41 holders — while 343 added to existing stakes and 347 trimmed.

The largest buyer was Millennium Management, adding an estimated $166M. The largest seller was Morgan Stanley, cutting an estimated $1B.

  • 936 institutional investors held Verisk Analytics (VRSK) as of Q1 2024, up from 902 in Q4 2023.
  • Funds reported $30.2B of Verisk Analytics stock for Q1 2024, down 5.3% quarter-over-quarter.
  • 102 funds opened new Verisk Analytics positions in Q1 2024 and 61 closed out, a net change of +41 holders.
  • The largest Verisk Analytics buyer in Q1 2024 was Millennium Management, an estimated $166M added.
  • The largest Verisk Analytics seller in Q1 2024 was Morgan Stanley, an estimated $1B sold.

Based on aggregated 13F filings for Q1 2024.