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Verisk Analytics

936 hedge funds and large institutions have $30.2B invested in Verisk Analytics in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 343 increasing their positions, 347 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $45.3M | Put options by funds: $13M

67% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 61

4% more funds holding

Funds holding: 902936 (+34)

1% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 347

2.6% less ownership

Funds ownership: 92.15%89.55% (-2.6%)

5% less capital invested

Capital invested by funds: $31.9B → $30.2B (-$1.71B)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
936
Holders Change
+34
Holders Change %
+3.77%
% of All Funds
13.48%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
102
Increased
343
Reduced
347
Closed
61
Calls
$45.3M
Puts
$13M
Net Calls
+$32.3M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
DPW
901
DiNuzzo Private Wealth
Pennsylvania
$3.77K
BCMLT
902
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.77K +$3.36K +14 +700%
AS
903
Altshuler Shaham
Israel
$3.77K +$3.84K +16 New
DIP
904
DT Investment Partners
Pennsylvania
$3.54K
SWA
905
SOA Wealth Advisors
New York
$3.54K
TIM
906
Tortoise Investment Management
New York
$3.54K +$3.6K +15 New
AAP
907
Arax Advisory Partners
Colorado
$3.22K
TCM
908
TD Capital Management
Tennessee
$3.07K +$961 +4 +44%
BBPWM
909
Blue Bell Private Wealth Management
Pennsylvania
$3.06K +$961 +4 +44%
VF
910
VitalStone Financial
Texas
$3K +$240 +1 +9%
FGAM
911
Financial Gravity Asset Management
Texas
$2.96K +$961 +4 +40%
BWL
912
Bogart Wealth LLC
Virginia
$2.83K
CSC
913
Caldwell Sutter Capital
California
$2.83K
DF
914
Dunhill Financial
United Kingdom
$2.53K +$480 +2 +22%
FFO
915
Fortitude Family Office
Arizona
$1.89K
TWD
916
True Wealth Design
Ohio
$1.65K +$721 +3 +75%
CWC
917
Carolinas Wealth Consulting
North Carolina
$1.42K +$240 +1 +20%
NSIM
918
North Star Investment Management
Illinois
$1.41K
WWP
919
WR Wealth Planners
Missouri
$1.41K +$1.44K +6 New
ECM
920
Everence Capital Management
Indiana
$1.3K -$293K -1,220 -18%
BAM
921
Bellevue Asset Management
Washington
$1.18K
RAM
922
Riggs Asset Management
Pennsylvania
$1.18K +$1.2K +5 New
TFA
923
Transamerica Financial Advisors
Florida
$1K
VNA
924
Valley National Advisers
Pennsylvania
$1K
FPB
925
First PREMIER Bank
South Dakota
$1K +$721 +3 New

VRSK Hedge Fund Activity: Q1 2024 in Review

936 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q1 2024, worth a combined $30.2B — down 5.3% from $31.9B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new VRSK positions and 61 closed out — a net gain of 41 holders — while 343 added to existing stakes and 347 trimmed.

The largest buyer was Millennium Management, adding an estimated $166M. The largest seller was Morgan Stanley, cutting an estimated $1B.

  • 936 institutional investors held Verisk Analytics (VRSK) as of Q1 2024, up from 902 in Q4 2023.
  • Funds reported $30.2B of Verisk Analytics stock for Q1 2024, down 5.3% quarter-over-quarter.
  • 102 funds opened new Verisk Analytics positions in Q1 2024 and 61 closed out, a net change of +41 holders.
  • The largest Verisk Analytics buyer in Q1 2024 was Millennium Management, an estimated $166M added.
  • The largest Verisk Analytics seller in Q1 2024 was Morgan Stanley, an estimated $1B sold.

Based on aggregated 13F filings for Q1 2024.