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Verisk Analytics

981 hedge funds and large institutions have $36.5B invested in Verisk Analytics in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 366 increasing their positions, 354 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
+37
Holders Change %
+3.92%
% of All Funds
13.06%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
123
Increased
366
Reduced
354
Closed
67
Calls
$23.9M
Puts
$13.8M
Net Calls
+$10.1M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
826
Hemington Wealth Management
Virginia
$47K +$6.87K +25 +17%
BIA
827
Bell Investment Advisors
California
$46.5K
SIC
828
Salem Investment Counselors
North Carolina
$45.4K -$1.93K -7 -4%
RIL
829
Rothschild Investment LLC
Illinois
$45.4K +$2.2K +8 +5%
SO
830
Sierra Ocean
California
$44.6K +$44.6K +162 New
WB
831
Webster Bank
Connecticut
$44.6K
WA
832
Whipplewood Advisors
Colorado
$44.1K +$44.1K +160 New
HWA
833
Heritage Wealth Advisors
Virginia
$43.2K
AWM
834
Avior Wealth Management
Nebraska
$42.8K +$6.9K +25 +19%
SSB
835
Sandy Spring Bank
Maryland
$42.7K
VWM
836
Venturi Wealth Management
Texas
$39.9K +$1.93K +7 +5%
MDA
837
Minot DeBlois Advisors
Massachusetts
$38.6K +$38.6K +140 New
CA
838
CoreCap Advisors
Michigan
$38.3K -$3M -10,890 -99%
CFO
839
CVA Family Office
Colorado
$37.2K +$5.51K +20 +17%
CT
840
Clearstead Trust
Maine
$34.4K
RS
841
Rakuten Securities
Japan
$33.9K +$33.3K +121 +6,050%
DFA
842
DHJJ Financial Advisors
Illinois
$33.1K -$8.26K -30 -20%
GWM
843
Geneos Wealth Management
Colorado
$32.5K
KIM
844
Kestra Investment Management
Texas
$32.3K +$32.3K +117 New
SS
845
SBI Securities
Japan
$30K +$30K +109 New
RF
846
Roxbury Financial
New Jersey
$29.4K +$29.4K +100 New
CPG
847
Cornerstone Planning Group
New Jersey
$29.4K +$571 +2 +2%
ATC
848
Adirondack Trust Company
New York
$28.9K
FFA
849
Frazier Financial Advisors
Ohio
$28.7K -$827 -3 -3%
BCWM
850
Bartlett & Co Wealth Management
Ohio
$28.6K