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Verisk Analytics

993 hedge funds and large institutions have $36.6B invested in Verisk Analytics in 2024 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 373 increasing their positions, 355 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 67

73% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $13.8M

7% more capital invested

Capital invested by funds: $34.1B → $36.6B (+$2.49B)

4% more funds holding

Funds holding: 953993 (+40)

1.45% more ownership

Funds ownership: 89.39%90.84% (+1.4%)

5% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 355

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
993
Holders Change
+40
Holders Change %
+4.2%
% of All Funds
13.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
126
Increased
373
Reduced
355
Closed
67
Calls
$23.9M
Puts
$13.8M
Net Calls
+$10.1M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
851
Geneos Wealth Management
Colorado
$32.5K
KIM
852
Kestra Investment Management
Texas
$32.3K +$32.6K +117 New
SS
853
SBI Securities
Japan
$30K +$30.3K +109 New
RF
854
Roxbury Financial
New Jersey
$29.4K +$27.8K +100 New
CPG
855
Cornerstone Planning Group
New Jersey
$29.4K +$557 +2 +2%
ATC
856
Adirondack Trust Company
New York
$28.9K
FFA
857
Frazier Financial Advisors
Ohio
$28.7K -$835 -3 -3%
BCWM
858
Bartlett & Co Wealth Management
Ohio
$28.6K
FMII
859
Farmers & Merchants Investments Inc
Nebraska
$27.8K
CWM
860
Centricity Wealth Management
Ohio
$27.8K +$28.1K +101 New
AGWCA
861
Annis Gardner Whiting Capital Advisors
Florida
$27.5K +$4.45K +16 +19%
SWM
862
Sugarloaf Wealth Management
Georgia
$27.5K +$27.8K +100 New
KSWA
863
Kathleen S. Wright Associates
Pennsylvania
$27.4K
FMP
864
Financial Management Professionals
Texas
$27.1K +$278 +1 +1%
CT
865
Colonial Trust
South Carolina
$25.6K +$835 +3 +3%
JFGIW
866
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.3K -$156K -561 -86%
MCM
867
Manchester Capital Management
Vermont
$25.1K +$20.9K +75 +469%
LFG
868
Larson Financial Group
Missouri
$25.1K +$6.96K +25 +38%
AWM
869
Abound Wealth Management
Tennessee
$24.2K
NAAA
870
New Age Alpha Advisors
New York
$23.4K +$7.79K +28 +49%
FFL
871
Financial Freedom LLC
Ohio
$22.6K
MAM
872
Meeder Asset Management
Ohio
$22K +$15.6K +56 +233%
C
873
Covestor
United Kingdom
$22K +$1.11K +4 +5%
DIP
874
DT Investment Partners
Pennsylvania
$21.8K
RA
875
Rise Advisors
New York
$21.3K +$557 +2 +3%

VRSK Hedge Fund Activity: Q4 2024 in Review

993 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2024, worth a combined $36.6B — up 7.3% from $34.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new VRSK positions and 67 closed out — a net gain of 59 holders — while 373 added to existing stakes and 355 trimmed.

The largest buyer was Amundi, adding an estimated $120M. The largest seller was Goldman Sachs, cutting an estimated $117M.

  • 993 institutional investors held Verisk Analytics (VRSK) as of Q4 2024, up from 953 in Q3 2024.
  • Funds reported $36.6B of Verisk Analytics stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 126 funds opened new Verisk Analytics positions in Q4 2024 and 67 closed out, a net change of +59 holders.
  • The largest Verisk Analytics buyer in Q4 2024 was Amundi, an estimated $120M added.
  • The largest Verisk Analytics seller in Q4 2024 was Goldman Sachs, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2024.