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Verisk Analytics
VRSK

Overview Fund Activity

930 hedge funds and large institutions have $30.1B invested in Verisk Analytics in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 343 increasing their positions, 344 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
930
Holders Change
+31
Holders Change %
+3.45%
% 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
99
Increased
343
Reduced
344
Closed
61
Calls
$45.3M
Puts
$13M
Net Calls
+$32.3M
Net Calls Change
-$2.39M

Top Buyers

1
Millennium Management
Millennium Management
New York
$179M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$227M
3
Two Sigma Investments
Two Sigma Investments
New York
$82.4M
4
Goldman Sachs
Goldman Sachs
New York
$184M
5
TC
TwinBeech Capital
New York
$46M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$901M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.33B
3
Amundi
Amundi
France
$137M
4
VNIM
Vaughan Nelson Investment Management
Texas
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
901
Arax Advisory Partners
Colorado
$3.22K – – –
TCM
902
TD Capital Management
Tennessee
$3.07K +$944 +4 +44%
BBPWM
903
Blue Bell Private Wealth Management
Pennsylvania
$3.06K +$943 +4 +44%
VF
904
VitalStone Financial
Texas
$3K +$250 +1 +9%
FGAM
905
Financial Gravity Asset Management
Texas
$2.96K +$844 +4 +40%
CSC
906
Caldwell Sutter Capital
California
$2.83K – – –
BWL
907
Bogart Wealth LLC
Virginia
$2.83K – – –
DF
908
Dunhill Financial
United Kingdom
$2.53K +$460 +2 +22%
FFO
909
Fortitude Family Office
Arizona
$1.89K – – –
TWD
910
True Wealth Design
Ohio
$1.65K +$708 +3 +75%
CWC
911
Carolinas Wealth Consulting
North Carolina
$1.42K +$236 +1 +20%
NSIM
912
North Star Investment Management
Illinois
$1.41K – – –
WWP
913
WR Wealth Planners
Missouri
$1.41K +$1.41K +6 New
ECM
914
Everence Capital Management
Indiana
$1.3K -$288 -1,220 -18%
BAM
915
Bellevue Asset Management
Washington
$1.18K – – –
RAM
916
Riggs Asset Management
Pennsylvania
$1.18K +$1.18K +5 New
VNA
917
Valley National Advisers
Pennsylvania
$1K – – –
TFA
918
Transamerica Financial Advisors
Florida
$1K – – –
FPB
919
First PREMIER Bank
South Dakota
$1K +$1K +3 New
CAC
920
Core Alternative Capital
Georgia
$943 -$10.1K -43 -91%
AP
921
Aspect Partners
Virginia
$943 -$1.42K -6 -60%
PWMG
922
Private Wealth Management Group
New Jersey
$943 – – –
Optiver Holding
923
Optiver Holding
Netherlands
$943 +$943 +4 New
DAM
924
Delta Asset Management
Tennessee
$707 – – –
HFS
925
Horizon Financial Services
North Carolina
$707 +$707 +3 New
35 36
37
38 39