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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 %
VWA
876
Valued Wealth Advisors
Utah
$8.98K -$1.91K -7 -18%
ADL
877
Asset Dedication LLC
California
$8.9K – – –
TCOV
878
Trust Company of Vermont
Vermont
$8.63K -$2.16K -8 -20%
TSWM
879
Tyler-Stone Wealth Management
Ohio
$8.09K – – –
RFS
880
Richardson Financial Services
Massachusetts
$8.09K – – –
EC
881
EdgeRock Capital
Colorado
$8.09K +$8.09K +30 New
SS
882
Sunbelt Securities
Texas
$7.82K – – –
AIM
883
Anchor Investment Management
South Carolina
$7.28K – – –
WBC
884
West Branch Capital
Massachusetts
$7.28K – – –
RCM
885
Raleigh Capital Management
North Carolina
$7.01K +$1.35K +5 +24%
HDIM
886
Hanson & Doremus Investment Management
Vermont
$7K – – –
YAL
887
Your Advocates Ltd
Texas
$6.74K – – –
BGAI
888
Bruce G. Allen Investments
Colorado
$6.47K -$3.77K -14 -37%
PWMG
889
Prestige Wealth Management Group
New Jersey
$5.93K -$4.85K -18 -45%
MFT
890
Moisand Fitzgerald Tamayo
Florida
$5.93K – – –
ME
891
McIlrath & Eck
Washington
$5.93K – – –
TC
892
Tacita Capital
Ontario, Canada
$5.66K – – –
GC
893
Globeflex Capital
California
$5.66K – – –
HCP
894
Hexagon Capital Partners
Arkansas
$5.39K -$2.16K -8 -29%
JFA
895
JNBA Financial Advisors
Minnesota
$5.39K – – –
SIC
896
SJS Investment Consulting
Ohio
$5.39K – – –
CAS
897
Coppell Advisory Solutions
Texas
$5.12K +$5.12K +19 New
SSG
898
Summit Securities Group
New York
$5K +$5K +19 New
DPW
899
DiNuzzo Private Wealth
Pennsylvania
$4.85K +$539 +2 +13%
BCMLT
900
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.32K – – –
34 35
36
37 38