VRSK icon

Verisk Analytics
VRSK

Overview Fund Activity

944 hedge funds and large institutions have $33.6B invested in Verisk Analytics in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 342 increasing their positions, 369 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
944
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
13.66%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
78
Increased
342
Reduced
369
Closed
67
Calls
$73.9M
Puts
$6.67M
Net Calls
+$67.2M
Net Calls Change
+$53.1M

Top Buyers

1
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$212M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$380M
3
AllianceBernstein
AllianceBernstein
Tennessee
$1.29B
4
Goldman Sachs
Goldman Sachs
New York
$317M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.24B

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$9M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$96.1M
3
Barclays
Barclays
United Kingdom
$112M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$1.02B
5
CCM
Candlestick Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
901
Capital Performance Advisors
California
$4.82K +$4.82K +18 New
RWM
902
Reston Wealth Management
Virginia
$4.56K +$4.56K +17 New
BCMLT
903
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.29K – – –
MCM
904
Manchester Capital Management
Vermont
$4.29K -$13.4K -50 -76%
EBA
905
Eagle Bay Advisors
New York
$4.29K – – –
TIM
906
Tortoise Investment Management
New York
$4.02K – – –
AW
907
Avion Wealth
Texas
$4K +$471 +2 +13%
PPA
908
Painted Porch Advisors
California
$3.79K – – –
S
909
Sachetta
Massachusetts
$3.75K – – –
AS
910
Altshuler Shaham
Israel
$3.75K – – –
SWA
911
SOA Wealth Advisors
New York
$3.48K – – –
CSC
912
Caldwell Sutter Capital
California
$3.22K – – –
BWL
913
Bogart Wealth LLC
Virginia
$3.22K – – –
ACM
914
Anfield Capital Management
California
$3.22K – – –
CAM
915
ClariVest Asset Management
California
$2.97K – – –
SC
916
SouthState Corp
Florida
$2.68K – – –
TCM
917
TD Capital Management
Tennessee
$2.43K – – –
BHWM
918
Beaird Harris Wealth Management
Texas
$2.41K -$9.38K -35 -80%
TAM
919
Tucker Asset Management
Colorado
$2.41K – – –
CA
920
Continuum Advisory
Idaho
$2.29K +$2.29K +8 New
TWD
921
True Wealth Design
Ohio
$2.14K – – –
GFPC
922
Global Financial Private Client
Florida
$2.14K +$2.14K +8 New
CWC
923
Carolinas Wealth Consulting
North Carolina
$1.61K – – –
VF
924
VitalStone Financial
Texas
$1.34K -$308K -1,150 -100%
NMG
925
New Millennium Group
Utah
$1.34K – – –
35 36
37
38 39