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Verisk Analytics

936 hedge funds and large institutions have $30.2B invested in Verisk Analytics in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 343 increasing their positions, 347 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $45.3M | Put options by funds: $13M

67% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 61

4% more funds holding

Funds holding: 902936 (+34)

1% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 347

2.6% less ownership

Funds ownership: 92.15%89.55% (-2.6%)

5% less capital invested

Capital invested by funds: $31.9B → $30.2B (-$1.71B)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
936
Holders Change
+34
Holders Change %
+3.77%
% 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
102
Increased
343
Reduced
347
Closed
61
Calls
$45.3M
Puts
$13M
Net Calls
+$32.3M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
926
Core Alternative Capital
Georgia
$943 -$10.3K -43 -91%
AP
927
Aspect Partners
Virginia
$943 -$1.44K -6 -60%
PWMG
928
Private Wealth Management Group
New Jersey
$943
Optiver Holding
929
Optiver Holding
Netherlands
$943 +$961 +4 New
DAM
930
Delta Asset Management
Tennessee
$707
HFS
931
Horizon Financial Services
North Carolina
$707 +$721 +3 New
FSWA
932
Financial Synergies Wealth Advisors
Texas
$472
PIS
933
POM Investment Strategies
North Carolina
$471
LFG
934
Larson Financial Group
Missouri
$236 -$8.89K -37 -97%
CTA
935
Colonial Trust Advisors
South Carolina
$236
MAWCM
936
Mine & Arao Wealth Creation & Management
California
$236 +$240 +1 New
DWM
937
Dogwood Wealth Management
Kansas
$4
VNIM
938
Vaughan Nelson Investment Management
Texas
-$148M -617,954 Closed
NIMI
939
Natixis Investment Managers International
France
-$26.6M -111,215 Closed
Fidelity International
940
Fidelity International
Bermuda
-$14.5M -60,520 Closed
LA
941
LBP AM
France
-$13.9M -58,057 Closed
Marshall Wace
942
Marshall Wace
United Kingdom
-$11.2M -46,806 Closed
FM
943
Freemont Management
Switzerland
-$6.33M -26,500 Closed
Lord, Abbett & Co
944
Lord, Abbett & Co
New Jersey
-$5.16M -21,610 Closed
UFF
945
USA Financial Formulas
Michigan
-$2.36M -9,863 Closed
GCM
946
Gladius Capital Management
Illinois
-$1.15M -4,812 Closed
FI
947
FJ Investments
Utah
-$911K -3,816 Closed
ACM
948
Accent Capital Management
Ohio
-$909K -3,805 Closed
Walleye Trading
949
Walleye Trading
New York
-$701K -2,917 Closed
WPW
950
Waldron Private Wealth
Pennsylvania
-$559K -2,342 Closed

VRSK Hedge Fund Activity: Q1 2024 in Review

936 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q1 2024, worth a combined $30.2B — down 5.3% from $31.9B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new VRSK positions and 61 closed out — a net gain of 41 holders — while 343 added to existing stakes and 347 trimmed.

The largest buyer was Millennium Management, adding an estimated $166M. The largest seller was Morgan Stanley, cutting an estimated $1B.

  • 936 institutional investors held Verisk Analytics (VRSK) as of Q1 2024, up from 902 in Q4 2023.
  • Funds reported $30.2B of Verisk Analytics stock for Q1 2024, down 5.3% quarter-over-quarter.
  • 102 funds opened new Verisk Analytics positions in Q1 2024 and 61 closed out, a net change of +41 holders.
  • The largest Verisk Analytics buyer in Q1 2024 was Millennium Management, an estimated $166M added.
  • The largest Verisk Analytics seller in Q1 2024 was Morgan Stanley, an estimated $1B sold.

Based on aggregated 13F filings for Q1 2024.