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Verisk Analytics
VRSK

Overview Fund Activity

942 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, 356 increasing their positions, 342 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+12
Holders Change %
+1.29%
% of All Funds
13.7%
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
356
Reduced
342
Closed
77
Calls
$22.9M
Puts
$8.81M
Net Calls
+$14.1M
Net Calls Change
-$18.2M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$334M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.17B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$236M
4
DZ Bank
4
DZ Bank
Germany
$84.1M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$126M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.14B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.34B
3
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$4.35M
4
Millennium Management
4
Millennium Management
New York
$46.6M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
826
CVA Family Office
Colorado
$29.7K -$4.58K -17 -13%
GWM
827
Geneos Wealth Management
Colorado
$28.6K -$5.39K -20 -16%
ATC
828
Adirondack Trust Company
New York
$28.3K – – –
BCWM
829
Bartlett & Co Wealth Management
Ohio
$28K – – –
KSWA
830
Kathleen S. Wright Associates
Pennsylvania
$27.7K – – –
FMII
831
Farmers & Merchants Investments Inc
Nebraska
$27.2K – – –
FMP
832
Financial Management Professionals
Texas
$25K – – –
CT
833
Colonial Trust
South Carolina
$24.4K – – –
PCMC
834
Planning Capital Management Corporation
Pennsylvania
$24.3K – – –
MAM
835
Meeder Asset Management
Ohio
$24K -$4.22M -15,644 -99%
AWM
836
Abound Wealth Management
Tennessee
$23.8K – – –
FCA
837
FinTrust Capital Advisors
South Carolina
$23.5K +$3.24K +12 +16%
AGWCA
838
Annis Gardner Whiting Capital Advisors
Florida
$23.2K +$539 +2 +2%
ATPW
839
Ashton Thomas Private Wealth
Arizona
$23.2K +$23.2K +86 New
FNWA
840
Financial Network Wealth Advisors
Utah
$22.3K +$22.3K +83 New
FFL
841
Financial Freedom LLC
Ohio
$22.1K – – –
C
842
Covestor
United Kingdom
$21K +$797 +3 +4%
RA
843
Rise Advisors
New York
$20.3K – – –
TFGT
844
TS Financial Group (TSFG)
Illinois
$20K – – –
CC
845
Cypress Capital
Tennessee
$19.1K +$19.1K +71 New
GEA
846
Glen Eagle Advisors
New Jersey
$18.7K +$2.17K +8 +13%
JWA
847
JFS Wealth Advisors
Pennsylvania
$18.3K -$15.6K -58 -46%
MCM
848
Manchester Capital Management
Vermont
$17.8K -$1.08K -4 -6%
QC
849
Quent Capital
New York
$17.3K – – –
MA
850
MCF Advisors
Kentucky
$17.3K – – –
32 33
34
35 36