VRSK icon

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 %
ADL
876
Asset Dedication LLC
California
$8.84K – – –
RFS
877
Richardson Financial Services
Massachusetts
$8.09K – – –
RCM
878
Raleigh Capital Management
North Carolina
$7.77K +$804 +3 +12%
WBC
879
West Branch Capital
Massachusetts
$7.5K +$268 +1 +4%
DF
880
Dunhill Financial
United Kingdom
$7.26K +$3.76K +14 +108%
AIM
881
Anchor Investment Management
South Carolina
$7.24K – – –
IUHSA
882
Itau Unibanco Holding S.A.
Brazil
$7.24K +$7.24K +27 New
SS
883
Sunbelt Securities
Texas
$6.97K -$804 -3 -10%
GCM
884
Gables Capital Management
Florida
$6.97K +$6.97K +26 New
YAL
885
Your Advocates Ltd
Texas
$6.7K – – –
FWM
886
FSA Wealth Management
Massachusetts
$6.7K +$6.7K +25 New
MAM
887
Meeder Asset Management
Ohio
$6.43K -$17.4K -65 -73%
BGAI
888
Bruce G. Allen Investments
Colorado
$6.43K – – –
HCP
889
Hexagon Capital Partners
Arkansas
$6.43K +$1.07K +4 +20%
BBPWM
890
Blue Bell Private Wealth Management
Pennsylvania
$6.16K +$2.68K +10 +77%
MFT
891
Moisand Fitzgerald Tamayo
Florida
$5.9K – – –
PWMG
892
Prestige Wealth Management Group
New Jersey
$5.9K – – –
ME
893
McIlrath & Eck
Washington
$5.9K – – –
GC
894
Globeflex Capital
California
$5.63K – – –
JFA
895
JNBA Financial Advisors
Minnesota
$5.36K – – –
SIC
896
SJS Investment Consulting
Ohio
$5.36K – – –
WWP
897
WR Wealth Planners
Missouri
$5.36K +$1.07K +4 +25%
CAS
898
Coppell Advisory Solutions
Texas
$5.02K – – –
TFGT
899
TS Financial Group (TSFG)
Illinois
$5K -$15.6K -56 -76%
DPW
900
DiNuzzo Private Wealth
Pennsylvania
$4.82K – – –
34 35
36
37 38