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Verisk Analytics

993 hedge funds and large institutions have $36.6B invested in Verisk Analytics in 2024 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 373 increasing their positions, 355 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 67

73% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $13.8M

7% more capital invested

Capital invested by funds: $34.1B → $36.6B (+$2.49B)

4% more funds holding

Funds holding: 953993 (+40)

1.45% more ownership

Funds ownership: 89.39%90.84% (+1.4%)

5% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 355

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
993
Holders Change
+40
Holders Change %
+4.2%
% of All Funds
13.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
126
Increased
373
Reduced
355
Closed
67
Calls
$23.9M
Puts
$13.8M
Net Calls
+$10.1M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
901
Truvestments Capital
Florida
$11K
EPW
902
Evergreen Private Wealth
Colorado
$10.7K
GBT
903
Grove Bank & Trust
Florida
$10.7K +$1.11K +4 +11%
NFSG
904
Newbridge Financial Services Group
Florida
$10.5K
CFFP
905
Center for Financial Planning
Michigan
$10.5K
AF
906
Atala Financial
California
$10.5K +$10.6K +38 New
AAG
907
Armstrong Advisory Group
Massachusetts
$10.2K
CWP
908
Clark Wealth Partners
Illinois
$10.2K +$10.3K +37 New
DF
909
Dunhill Financial
United Kingdom
$9.43K +$1.95K +7 +26%
VWA
910
Valued Wealth Advisors
Utah
$9.18K -$835 -3 -8%
ADL
911
Asset Dedication LLC
California
$9.09K
SIC
912
SJS Investment Consulting
Ohio
$9.09K +$3.62K +13 +65%
KI
913
Kapitalo Investimentos
Brazil
$9.09K +$9.18K +33 New
SIM
914
Synergy Investment Management
Florida
$8.81K +$8.9K +32 New
TCOV
915
Trust Company of Vermont
Vermont
$8.54K -$9.74K -35 -53%
RFS
916
Richardson Financial Services
Massachusetts
$8.27K
WBC
917
West Branch Capital
Massachusetts
$7.71K
FNWA
918
Financial Network Wealth Advisors
Utah
$7.44K -$11.1K -40 -60%
RCM
919
Raleigh Capital Management
North Carolina
$7.44K -$557 -2 -7%
AIM
920
Anchor Investment Management
South Carolina
$7.44K
HCP
921
Hexagon Capital Partners
Arkansas
$7.44K +$835 +3 +13%
SS
922
Sunbelt Securities
Texas
$7.17K
GCM
923
Gables Capital Management
Florida
$7.16K
FWM
924
FSA Wealth Management
Massachusetts
$6.89K
YAL
925
Your Advocates Ltd
Texas
$6.89K

VRSK Hedge Fund Activity: Q4 2024 in Review

993 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2024, worth a combined $36.6B — up 7.3% from $34.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new VRSK positions and 67 closed out — a net gain of 59 holders — while 373 added to existing stakes and 355 trimmed.

The largest buyer was Amundi, adding an estimated $120M. The largest seller was Goldman Sachs, cutting an estimated $117M.

  • 993 institutional investors held Verisk Analytics (VRSK) as of Q4 2024, up from 953 in Q3 2024.
  • Funds reported $36.6B of Verisk Analytics stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 126 funds opened new Verisk Analytics positions in Q4 2024 and 67 closed out, a net change of +59 holders.
  • The largest Verisk Analytics buyer in Q4 2024 was Amundi, an estimated $120M added.
  • The largest Verisk Analytics seller in Q4 2024 was Goldman Sachs, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2024.