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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 %
AFS
851
Annapolis Financial Services
Maryland
$16.7K +$270 +1 +2%
CAM
852
Creekmur Asset Management
Illinois
$16.6K -$189K -707 -92%
GKIM
853
GW&K Investment Management
Massachusetts
$16K +$1.84K +7 +13%
SL
854
Salomon & Ludwin
Virginia
$15.8K +$1.61K +6 +11%
NAAA
855
New Age Alpha Advisors
New York
$15.3K +$15.3K +57 New
AF
856
Advisornet Financial
Minnesota
$14.2K +$1.07K +4 +8%
ZB
857
Zions Bancorporation
Utah
$13.4K -$1.88K -7 -12%
GGI
858
Godsey & Gibb Inc
Virginia
$13.4K – – –
CSB
859
City State Bank
Iowa
$13.4K – – –
KWAG
860
Kiely Wealth Advisory Group
North Carolina
$13K – – –
HI
861
Harbour Investments
Wisconsin
$12.1K +$804 +3 +7%
TVWM
862
Tower View Wealth Management
Wisconsin
$11.7K – – –
LI
863
LRI Investments
Florida
$11.7K – – –
CAL
864
Capital Advisors Ltd
Ohio
$11K -$1.57K -6 -13%
FG
865
Fairman Group
Pennsylvania
$11K – – –
FFO
866
Fortitude Family Office
Arizona
$10.7K – – –
TC
867
Truvestments Capital
Florida
$10.7K +$10.7K +40 New
EPW
868
Evergreen Private Wealth
Colorado
$10.5K – – –
NFSG
869
Newbridge Financial Services Group
Florida
$10.2K – – –
CFFP
870
Center for Financial Planning
Michigan
$10.2K – – –
VCM
871
Versant Capital Management
Arizona
$9.92K – – –
AAG
872
Armstrong Advisory Group
Massachusetts
$9.92K – – –
VWA
873
Valued Wealth Advisors
Utah
$9.73K +$811 +3 +9%
GBT
874
Grove Bank & Trust
Florida
$9.38K – – –
WC
875
Westwind Capital
New Mexico
$9K -$9.97M -38,770 -100%
33 34
35
36 37