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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
AAG
876
Armstrong Advisory Group
Massachusetts
$8.84K
ADL
877
Asset Dedication LLC
California
$8K
RFS
878
Richardson Financial Services
Massachusetts
$7.07K
TSWM
879
Tyler-Stone Wealth Management
Ohio
$7.07K
SS
880
Sunbelt Securities
Texas
$6.84K -$13K -54 -65%
HCP
881
Hexagon Capital Partners
Arkansas
$6.6K +$961 +4 +17%
AIM
882
Anchor Investment Management
South Carolina
$6.37K
WBC
883
West Branch Capital
Massachusetts
$6.37K
SC
884
SouthState Corp
Florida
$6.37K +$4.08K +17 +170%
HDIM
885
Hanson & Doremus Investment Management
Vermont
$6K +$6.25K +26 New
WF
886
WoodTrust Financial
Wisconsin
$5.96K -$104K -434 -2%
FWM
887
FSA Wealth Management
Massachusetts
$5.89K
YAL
888
Your Advocates Ltd
Texas
$5.89K
MFT
889
Moisand Fitzgerald Tamayo
Florida
$5.19K
ME
890
McIlrath & Eck
Washington
$5.19K
RCM
891
Raleigh Capital Management
North Carolina
$4.95K +$1.92K +8 +62%
GC
892
Globeflex Capital
California
$4.95K
TC
893
Tacita Capital
Ontario, Canada
$4.95K
SIC
894
SJS Investment Consulting
Ohio
$4.71K -$240 -1 -5%
JFA
895
JNBA Financial Advisors
Minnesota
$4.71K
First Manhattan
896
First Manhattan
New York
$4.71K
CAM
897
ClariVest Asset Management
California
$4.47K +$1.92K +8 +73%
AW
898
Avion Wealth
Texas
$4K -$480 -2 -11%
CAL
899
Capital Advisors Ltd
Ohio
$4K +$721 +3 +19%
EBA
900
Eagle Bay Advisors
New York
$3.77K -$1.2K -5 -24%

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.