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Verisk Analytics

947 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, 358 increasing their positions, 344 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $22.9M | Put options by funds: $8.81M

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

36% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 78

14% more capital invested

Capital invested by funds: $30.2B → $34.3B (+$4.14B)

1% more funds holding

Funds holding: 936947 (+11)

4% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 344

0.26% less ownership

Funds ownership: 89.55%89.29% (-0.26%)

Holders
947
Holders Change
+11
Holders Change %
+1.18%
% of All Funds
13.68%
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
358
Reduced
344
Closed
78
Calls
$22.9M
Puts
$8.81M
Net Calls
+$14.1M
Net Calls Change
-$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
876
Newbridge Financial Services Group
Florida
$10.3K
CFFP
877
Center for Financial Planning
Michigan
$10.2K
AAG
878
Armstrong Advisory Group
Massachusetts
$9.97K
VCM
879
Versant Capital Management
Arizona
$9.97K -$3.18K -13 -26%
GBT
880
Grove Bank & Trust
Florida
$9.43K -$13.7K -56 -62%
VWA
881
Valued Wealth Advisors
Utah
$8.98K -$1.71K -7 -18%
ADL
882
Asset Dedication LLC
California
$8.9K
TCOV
883
Trust Company of Vermont
Vermont
$8.63K -$1.96K -8 -20%
RFS
884
Richardson Financial Services
Massachusetts
$8.09K
TSWM
885
Tyler-Stone Wealth Management
Ohio
$8.09K
EC
886
EdgeRock Capital
Colorado
$8.09K +$7.34K +30 New
SS
887
Sunbelt Securities
Texas
$7.82K
AIM
888
Anchor Investment Management
South Carolina
$7.28K
WBC
889
West Branch Capital
Massachusetts
$7.28K
RCM
890
Raleigh Capital Management
North Carolina
$7.01K +$1.22K +5 +24%
HDIM
891
Hanson & Doremus Investment Management
Vermont
$7K
YAL
892
Your Advocates Ltd
Texas
$6.74K
BGAI
893
Bruce G. Allen Investments
Colorado
$6.47K -$3.43K -14 -37%
PWMG
894
Prestige Wealth Management Group
New Jersey
$5.93K -$4.41K -18 -45%
MFT
895
Moisand Fitzgerald Tamayo
Florida
$5.93K
ME
896
McIlrath & Eck
Washington
$5.93K
GC
897
Globeflex Capital
California
$5.66K
TC
898
Tacita Capital
Ontario, Canada
$5.66K
HCP
899
Hexagon Capital Partners
Arkansas
$5.39K -$1.96K -8 -29%
JFA
900
JNBA Financial Advisors
Minnesota
$5.39K

VRSK Hedge Fund Activity: Q2 2024 in Review

947 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q2 2024, worth a combined $34.3B — up 14% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new VRSK positions and 78 closed out — a net gain of 28 holders — while 358 added to existing stakes and 344 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $273M. The largest seller was BlackRock, cutting an estimated $227M.

  • 947 institutional investors held Verisk Analytics (VRSK) as of Q2 2024, up from 936 in Q1 2024.
  • Funds reported $34.3B of Verisk Analytics stock for Q2 2024, up 14% quarter-over-quarter.
  • 106 funds opened new Verisk Analytics positions in Q2 2024 and 78 closed out, a net change of +28 holders.
  • The largest Verisk Analytics buyer in Q2 2024 was Citadel Advisors, an estimated $273M added.
  • The largest Verisk Analytics seller in Q2 2024 was BlackRock, an estimated $227M sold.

Based on aggregated 13F filings for Q2 2024.