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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 %
AFS
851
Annapolis Financial Services
Maryland
$16.4K – – –
TFF
852
The Family Firm
Maryland
$16.1K +$16.1K +60 New
ZB
853
Zions Bancorporation
Utah
$15.4K +$1.89K +7 +14%
GKIM
854
GW&K Investment Management
Massachusetts
$15K +$1.39K +5 +10%
SL
855
Salomon & Ludwin
Virginia
$14.3K – – –
PCWA
856
Pacific Capital Wealth Advisors
California
$14.3K +$14.3K +53 New
CSB
857
City State Bank
Iowa
$13.5K – – –
TFIPS
858
Towarzystwo Funduszy Inwestycyjnych PZU SA
$13.5K – – –
GGI
859
Godsey & Gibb Inc
Virginia
$13.5K – – –
AF
860
Advisornet Financial
Minnesota
$13.2K -$5.39K -20 -29%
CAL
861
Capital Advisors Ltd
Ohio
$13K +$7.85K +29 +153%
KFS
862
Kelly Financial Services
Massachusetts
$12.9K – – –
BHWM
863
Beaird Harris Wealth Management
Texas
$11.9K +$11.9K +44 New
KWAG
864
Kiely Wealth Advisory Group
North Carolina
$11.9K – – –
TVWM
865
Tower View Wealth Management
Wisconsin
$11.8K – – –
HI
866
Harbour Investments
Wisconsin
$11.3K -$1.89K -7 -14%
LI
867
LRI Investments
Florida
$11.1K -$1.35K -5 -11%
FG
868
Fairman Group
Pennsylvania
$11.1K – – –
FFO
869
Fortitude Family Office
Arizona
$10.8K +$8.63K +32 +400%
EPW
870
Evergreen Private Wealth
Colorado
$10.5K – – –
NFSG
871
Newbridge Financial Services Group
Florida
$10.3K – – –
CFFP
872
Center for Financial Planning
Michigan
$10.2K – – –
AAG
873
Armstrong Advisory Group
Massachusetts
$9.97K – – –
VCM
874
Versant Capital Management
Arizona
$9.97K -$3.5K -13 -26%
GBT
875
Grove Bank & Trust
Florida
$9.43K -$15.1K -56 -62%
33 34
35
36 37