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Verisk Analytics
VRSK

Overview Fund Activity

944 hedge funds and large institutions have $33.6B invested in Verisk Analytics in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 342 increasing their positions, 369 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
944
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
13.66%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
78
Increased
342
Reduced
369
Closed
67
Calls
$73.9M
Puts
$6.67M
Net Calls
+$67.2M
Net Calls Change
+$53.1M

Top Buyers

1
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$212M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$380M
3
AllianceBernstein
AllianceBernstein
Tennessee
$1.29B
4
Goldman Sachs
Goldman Sachs
New York
$317M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.24B

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$9M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$96.1M
3
Barclays
Barclays
United Kingdom
$112M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$1.02B
5
CCM
Candlestick Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
826
Frazier Financial Advisors
Ohio
$28.7K -$8.04K -30 -22%
ATC
827
Adirondack Trust Company
New York
$28.1K – – –
GSEP
828
Golden State Equity Partners
California
$28.1K +$28.1K +105 New
BCWM
829
Bartlett & Co Wealth Management
Ohio
$27.9K – – –
FMII
830
Farmers & Merchants Investments Inc
Nebraska
$27.1K – – –
KSWA
831
Kathleen S. Wright Associates
Pennsylvania
$26.8K – – –
CPG
832
Cornerstone Planning Group
New Jersey
$26.6K -$5.54K -21 -17%
FMP
833
Financial Management Professionals
Texas
$26K +$1.59K +6 +7%
LI
834
Louisbourg Investments
New Brunswick, Canada
$25.7K +$25.7K +96 New
PCMC
835
Planning Capital Management Corporation
Pennsylvania
$24.1K – – –
CT
836
Colonial Trust
South Carolina
$23.8K – – –
AWM
837
Abound Wealth Management
Tennessee
$23.7K – – –
FCA
838
FinTrust Capital Advisors
South Carolina
$23.3K – – –
AGWCA
839
Annis Gardner Whiting Capital Advisors
Florida
$22.5K -$536 -2 -2%
NFA
840
Northwest Financial Advisors
Virginia
$22K +$22K +82 New
FFL
841
Financial Freedom LLC
Ohio
$22K – – –
DIP
842
DT Investment Partners
Pennsylvania
$21.2K +$17.2K +64 +427%
C
843
Covestor
United Kingdom
$21K -$545 -2 -3%
RA
844
Rise Advisors
New York
$20.2K – – –
JWA
845
JFS Wealth Advisors
Pennsylvania
$18.8K +$536 +2 +3%
GEA
846
Glen Eagle Advisors
New Jersey
$18.6K – – –
FNWA
847
Financial Network Wealth Advisors
Utah
$18K -$4.29K -16 -19%
TCOV
848
Trust Company of Vermont
Vermont
$17.7K +$9.11K +34 +106%
LFG
849
Larson Financial Group
Missouri
$17.7K +$17.4K +65 +6,500%
MA
850
MCF Advisors
Kentucky
$16.9K -$268 -1 -2%
32 33
34
35 36