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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
GEA
851
Glen Eagle Advisors
New Jersey
$14.4K
S
852
Sachetta
Massachusetts
$14.4K
AFS
853
Annapolis Financial Services
Maryland
$14.4K
SL
854
Salomon & Ludwin
Virginia
$12.5K +$12.7K +53 New
CSB
855
City State Bank
Iowa
$12K
GKIM
856
GW&K Investment Management
Massachusetts
$12K
Jones Financial Companies
857
Jones Financial Companies
Missouri
$11.8K -$2.88K -12 -19%
GGI
858
Godsey & Gibb Inc
Virginia
$11.8K
VCM
859
Versant Capital Management
Arizona
$11.8K
ZB
860
Zions Bancorporation
Utah
$11.8K
TFIPS
861
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.8K
HI
862
Harbour Investments
Wisconsin
$11.6K -$2.4K -10 -17%
KFS
863
Kelly Financial Services
Massachusetts
$11.2K
CA
864
CoreCap Advisors
Michigan
$10.8K -$1.32M -5,493 -99%
LI
865
LRI Investments
Florida
$10.8K +$11K +46 New
TVWM
866
Tower View Wealth Management
Wisconsin
$10.3K -$1.2K -5 -10%
KWAG
867
Kiely Wealth Advisory Group
North Carolina
$9.98K
FG
868
Fairman Group
Pennsylvania
$9.66K
VWA
869
Valued Wealth Advisors
Utah
$9.5K
PWMG
870
Prestige Wealth Management Group
New Jersey
$9.43K -$8.65K -36 -47%
TCOV
871
Trust Company of Vermont
Vermont
$9.43K
EPW
872
Evergreen Private Wealth
Colorado
$9.19K
NFSG
873
Newbridge Financial Services Group
Florida
$8.97K
BGAI
874
Bruce G. Allen Investments
Colorado
$8.96K
CFFP
875
Center for Financial Planning
Michigan
$8.96K

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.