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Verisk Analytics

947 hedge funds and large institutions have $34.3B invested in Verisk Analytics in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 358 increasing their positions, 344 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $22.9M | Put options by funds: $8.81M

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

36% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 78

14% more capital invested

Capital invested by funds: $30.2B → $34.3B (+$4.14B)

1% more funds holding

Funds holding: 936947 (+11)

4% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 344

0.26% less ownership

Funds ownership: 89.55%89.29% (-0.26%)

Holders
947
Holders Change
+11
Holders Change %
+1.18%
% of All Funds
13.68%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
106
Increased
358
Reduced
344
Closed
78
Calls
$22.9M
Puts
$8.81M
Net Calls
+$14.1M
Net Calls Change
-$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
901
SJS Investment Consulting
Ohio
$5.39K
CAS
902
Coppell Advisory Solutions
Texas
$5.12K +$4.65K +19 New
SSG
903
Summit Securities Group
New York
$5K +$4.65K +19 New
DPW
904
DiNuzzo Private Wealth
Pennsylvania
$4.85K +$489 +2 +13%
BCMLT
905
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.32K
EBA
906
Eagle Bay Advisors
New York
$4.31K
WWP
907
WR Wealth Planners
Missouri
$4.31K +$2.45K +10 +167%
DIP
908
DT Investment Partners
Pennsylvania
$4.04K
TIM
909
Tortoise Investment Management
New York
$4.04K
S
910
Sachetta
Massachusetts
$4K -$11.3K -46 -77%
AW
911
Avion Wealth
Texas
$4K -$245 -1 -6%
PPA
912
Painted Porch Advisors
California
$3.81K +$3.43K +14 New
AS
913
Altshuler Shaham
Israel
$3.77K -$489 -2 -13%
DF
914
Dunhill Financial
United Kingdom
$3.58K +$489 +2 +18%
SWA
915
SOA Wealth Advisors
New York
$3.5K -$489 -2 -13%
BBPWM
916
Blue Bell Private Wealth Management
Pennsylvania
$3.5K
BWL
917
Bogart Wealth LLC
Virginia
$3.23K
CSC
918
Caldwell Sutter Capital
California
$3.23K
ACM
919
Anfield Capital Management
California
$3.23K +$2.94K +12 New
CC
920
Cultivar Capital
Texas
$3.23K +$2.94K +12 New
FW
921
Fairway Wealth
Ohio
$3.23K +$2.94K +12 New
CAM
922
ClariVest Asset Management
California
$2.97K -$1.96K -8 -42%
SC
923
SouthState Corp
Florida
$2.7K -$4.16K -17 -63%
WIA
924
Wetzel Investment Advisors
Indiana
$2.59K -$61.2K -250 -96%
TCM
925
TD Capital Management
Tennessee
$2.44K -$979 -4 -31%

VRSK Hedge Fund Activity: Q2 2024 in Review

947 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q2 2024, worth a combined $34.3B — up 14% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new VRSK positions and 78 closed out — a net gain of 28 holders — while 358 added to existing stakes and 344 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $273M. The largest seller was BlackRock, cutting an estimated $227M.

  • 947 institutional investors held Verisk Analytics (VRSK) as of Q2 2024, up from 936 in Q1 2024.
  • Funds reported $34.3B of Verisk Analytics stock for Q2 2024, up 14% quarter-over-quarter.
  • 106 funds opened new Verisk Analytics positions in Q2 2024 and 78 closed out, a net change of +28 holders.
  • The largest Verisk Analytics buyer in Q2 2024 was Citadel Advisors, an estimated $273M added.
  • The largest Verisk Analytics seller in Q2 2024 was BlackRock, an estimated $227M sold.

Based on aggregated 13F filings for Q2 2024.