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Verisk Analytics

947 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, 358 increasing their positions, 344 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $22.9M | Put options by funds: $8.81M

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

36% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 78

14% more capital invested

Capital invested by funds: $30.2B → $34.3B (+$4.14B)

1% more funds holding

Funds holding: 936947 (+11)

4% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 344

0.26% less ownership

Funds ownership: 89.55%89.29% (-0.26%)

Holders
947
Holders Change
+11
Holders Change %
+1.18%
% of All Funds
13.68%
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
358
Reduced
344
Closed
78
Calls
$22.9M
Puts
$8.81M
Net Calls
+$14.1M
Net Calls Change
-$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
826
Catalyst Capital Advisors
New York
$36.9K +$489 +2 +1%
CT
827
Clearstead Trust
Maine
$33.7K -$10.3K -42 -25%
CCM
828
Chilton Capital Management
Texas
$33.7K +$30.6K +125 New
CPG
829
Cornerstone Planning Group
New Jersey
$32K -$14.4K -59 -33%
IAIM
830
International Assets Investment Management
Florida
$31.3K +$28.4K +116 New
CFO
831
CVA Family Office
Colorado
$29.7K -$4.16K -17 -13%
GWM
832
Geneos Wealth Management
Colorado
$28.6K -$4.89K -20 -16%
ATC
833
Adirondack Trust Company
New York
$28.3K
BCWM
834
Bartlett & Co Wealth Management
Ohio
$28K
KSWA
835
Kathleen S. Wright Associates
Pennsylvania
$27.7K
FMII
836
Farmers & Merchants Investments Inc
Nebraska
$27.2K
FMP
837
Financial Management Professionals
Texas
$25K
CT
838
Colonial Trust
South Carolina
$24.4K
PCMC
839
Planning Capital Management Corporation
Pennsylvania
$24.3K
MAM
840
Meeder Asset Management
Ohio
$24K -$3.83M -15,644 -99%
AWM
841
Abound Wealth Management
Tennessee
$23.8K
FCA
842
FinTrust Capital Advisors
South Carolina
$23.5K +$2.94K +12 +16%
AGWCA
843
Annis Gardner Whiting Capital Advisors
Florida
$23.2K +$489 +2 +2%
ATPW
844
Ashton Thomas Private Wealth
Arizona
$23.2K +$21K +86 New
FNWA
845
Financial Network Wealth Advisors
Utah
$22.3K +$20.3K +83 New
FFL
846
Financial Freedom LLC
Ohio
$22.1K
C
847
Covestor
United Kingdom
$21K +$734 +3 +4%
RA
848
Rise Advisors
New York
$20.3K
TFGT
849
TS Financial Group (TSFG)
Illinois
$20K
CC
850
Cypress Capital
Tennessee
$19.1K +$17.4K +71 New

VRSK Hedge Fund Activity: Q2 2024 in Review

947 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q2 2024, worth a combined $34.3B — up 14% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new VRSK positions and 78 closed out — a net gain of 28 holders — while 358 added to existing stakes and 344 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $273M. The largest seller was BlackRock, cutting an estimated $227M.

  • 947 institutional investors held Verisk Analytics (VRSK) as of Q2 2024, up from 936 in Q1 2024.
  • Funds reported $34.3B of Verisk Analytics stock for Q2 2024, up 14% quarter-over-quarter.
  • 106 funds opened new Verisk Analytics positions in Q2 2024 and 78 closed out, a net change of +28 holders.
  • The largest Verisk Analytics buyer in Q2 2024 was Citadel Advisors, an estimated $273M added.
  • The largest Verisk Analytics seller in Q2 2024 was BlackRock, an estimated $227M sold.

Based on aggregated 13F filings for Q2 2024.