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Verisk Analytics

981 hedge funds and large institutions have $36.5B invested in Verisk Analytics in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 366 increasing their positions, 354 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
+37
Holders Change %
+3.92%
% of All Funds
13.06%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
123
Increased
366
Reduced
354
Closed
67
Calls
$23.9M
Puts
$13.8M
Net Calls
+$10.1M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CPL
876
Capital & Planning LLC
Georgia
$16.5K +$16.5K +60 New
SL
877
Salomon & Ludwin
Virginia
$16K -$275 -1 -2%
CAM
878
Creekmur Asset Management
Illinois
$15.7K -$1.38K -5 -8%
HI
879
Harbour Investments
Wisconsin
$15.4K +$3.03K +11 +24%
GGI
880
Godsey & Gibb Inc
Virginia
$13.8K
CSB
881
City State Bank
Iowa
$13.8K
VCM
882
Versant Capital Management
Arizona
$13.8K +$3.58K +13 +35%
KWAG
883
Kiely Wealth Advisory Group
North Carolina
$13.2K
CAL
884
Capital Advisors Ltd
Ohio
$13K +$1.13K +4 +10%
TVWM
885
Tower View Wealth Management
Wisconsin
$12.1K
HT
886
Headlands Technologies
Illinois
$11.8K -$3.73M -13,532 -100%
AF
887
Advisornet Financial
Minnesota
$11.3K -$3.31K -12 -23%
LI
888
LRI Investments
Florida
$11.3K
RWM
889
Rialto Wealth Management
New York
$11K +$11K +40 New
TC
890
Truvestments Capital
Florida
$11K
FFO
891
Fortitude Family Office
Arizona
$11K
EPW
892
Evergreen Private Wealth
Colorado
$10.7K
GBT
893
Grove Bank & Trust
Florida
$10.7K +$1.1K +4 +11%
NFSG
894
Newbridge Financial Services Group
Florida
$10.5K
CFFP
895
Center for Financial Planning
Michigan
$10.5K
AF
896
Atala Financial
California
$10.5K +$10.5K +38 New
AAG
897
Armstrong Advisory Group
Massachusetts
$10.2K
DF
898
Dunhill Financial
United Kingdom
$9.43K +$1.94K +7 +26%
VWA
899
Valued Wealth Advisors
Utah
$9.18K -$834 -3 -8%
ADL
900
Asset Dedication LLC
California
$9.09K