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Verisk Analytics
VRSK

Overview Fund Activity

942 hedge funds and large institutions have $34.3B invested in Verisk Analytics in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 356 increasing their positions, 341 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+13
Holders Change %
+1.4%
% of All Funds
13.7%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
107
Increased
356
Reduced
341
Closed
77
Calls
$22.9M
Puts
$8.81M
Net Calls
+$14.1M
Net Calls Change
-$18.2M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$334M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.17B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$236M
4
DZ Bank
4
DZ Bank
Germany
$84.1M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$126M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.14B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.34B
3
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$4.35M
4
Millennium Management
4
Millennium Management
New York
$46.6M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EBA
901
Eagle Bay Advisors
New York
$4.31K – – –
WWP
902
WR Wealth Planners
Missouri
$4.31K +$2.7K +10 +167%
DIP
903
DT Investment Partners
Pennsylvania
$4.04K – – –
TIM
904
Tortoise Investment Management
New York
$4.04K – – –
S
905
Sachetta
Massachusetts
$4K -$13.2K -46 -77%
AW
906
Avion Wealth
Texas
$4K -$267 -1 -6%
PPA
907
Painted Porch Advisors
California
$3.81K +$3.81K +14 New
AS
908
Altshuler Shaham
Israel
$3.77K -$539 -2 -13%
DF
909
Dunhill Financial
United Kingdom
$3.58K +$551 +2 +18%
SWA
910
SOA Wealth Advisors
New York
$3.5K -$539 -2 -13%
BBPWM
911
Blue Bell Private Wealth Management
Pennsylvania
$3.5K – – –
CSC
912
Caldwell Sutter Capital
California
$3.24K – – –
BWL
913
Bogart Wealth LLC
Virginia
$3.24K – – –
ACM
914
Anfield Capital Management
California
$3.24K +$3.24K +12 New
CC
915
Cultivar Capital
Texas
$3.24K +$3.24K +12 New
FW
916
Fairway Wealth
Ohio
$3.24K +$3.24K +12 New
CAM
917
ClariVest Asset Management
California
$2.97K -$2.16K -8 -42%
SC
918
SouthState Corp
Florida
$2.7K -$4.58K -17 -63%
WIA
919
Wetzel Investment Advisors
Indiana
$2.59K -$58.9K -250 -96%
TCM
920
TD Capital Management
Tennessee
$2.44K -$1.08K -4 -31%
TAM
921
Tucker Asset Management
Colorado
$2.43K +$2.43K +9 New
TWD
922
True Wealth Design
Ohio
$2.16K +$270 +1 +14%
TWP
923
Triad Wealth Partners
Kansas
$2.16K +$2.16K +8 New
CWC
924
Carolinas Wealth Consulting
North Carolina
$1.62K – – –
NMG
925
New Millennium Group
Utah
$1.35K +$1.35K +5 New
35 36
37
38 39