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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
EPIM
876
Evelyn Partners Investment Management
$20.4K +$20.6K +74 New
CPBTD
877
Central Pacific Bank - Trust Division
Hawaii
$19.8K -$9.74K -35 -33%
ZB
878
Zions Bancorporation
Utah
$19.3K +$5.57K +20 +40%
GEA
879
Glen Eagle Advisors
New Jersey
$19.1K
WCM
880
WealthTrak Capital Management
Virginia
$18.7K +$18.9K +68 New
JWA
881
JFS Wealth Advisors
Pennsylvania
$18.5K -$835 -3 -4%
APW
882
Aventura Private Wealth
Florida
$17.6K +$17.8K +64 New
MA
883
MCF Advisors
Kentucky
$17.4K
MCA
884
Midwest Capital Advisors
Michigan
$17.1K +$17.3K +62 New
GKIM
885
GW&K Investment Management
Massachusetts
$17K -$278 -1 -2%
CPL
886
Capital & Planning LLC
Georgia
$16.5K +$16.7K +60 New
SL
887
Salomon & Ludwin
Virginia
$16K -$278 -1 -2%
CAM
888
Creekmur Asset Management
Illinois
$15.7K -$1.39K -5 -8%
HI
889
Harbour Investments
Wisconsin
$15.4K +$3.06K +11 +24%
CSB
890
City State Bank
Iowa
$13.8K
GGI
891
Godsey & Gibb Inc
Virginia
$13.8K
VCM
892
Versant Capital Management
Arizona
$13.8K +$3.62K +13 +35%
KWAG
893
Kiely Wealth Advisory Group
North Carolina
$13.2K
CAL
894
Capital Advisors Ltd
Ohio
$13K +$1.11K +4 +10%
TVWM
895
Tower View Wealth Management
Wisconsin
$12.1K
HT
896
Headlands Technologies
Illinois
$11.8K -$3.77M -13,532 -100%
AF
897
Advisornet Financial
Minnesota
$11.3K -$3.34K -12 -23%
LI
898
LRI Investments
Florida
$11.3K
RWM
899
Rialto Wealth Management
New York
$11K +$11.1K +40 New
FFO
900
Fortitude Family Office
Arizona
$11K

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.