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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
TAM
926
Tucker Asset Management
Colorado
$2.43K +$2.2K +9 New
TWD
927
True Wealth Design
Ohio
$2.16K +$245 +1 +14%
TWP
928
Triad Wealth Partners
Kansas
$2.16K +$1.96K +8 New
CWC
929
Carolinas Wealth Consulting
North Carolina
$1.62K
NMG
930
New Millennium Group
Utah
$1.35K +$1.22K +5 New
ECM
931
Everence Capital Management
Indiana
$1.1K -$113K -460 -8%
PWMG
932
Private Wealth Management Group
New Jersey
$1.08K
BAM
933
Bellevue Asset Management
Washington
$1.08K -$245 -1 -20%
AP
934
Aspect Partners
Virginia
$1.08K
CAC
935
Core Alternative Capital
Georgia
$1.08K
RS
936
Rakuten Securities
Japan
$1.08K +$979 +4 New
TFA
937
Transamerica Financial Advisors
Florida
$1K
SFCL
938
Strengthening Families & Communities LLC
Massachusetts
$1K +$489 +2 New
CAL
939
Capital Analysts LLC
Pennsylvania
$1K +$1.22K +5 New
HFS
940
Horizon Financial Services
North Carolina
$809
PIS
941
POM Investment Strategies
North Carolina
$539
LFG
942
Larson Financial Group
Missouri
$270
HWP
943
Highline Wealth Partners
California
$270 +$245 +1 New
RWMG
944
Redwood Wealth Management Group
New Jersey
$270 +$245 +1 New
RWM
945
Ruedi Wealth Management
Illinois
$270 +$245 +1 New
SA
946
Scarborough Advisors
Maryland
$270 +$245 +1 New
DWM
947
Dogwood Wealth Management
Kansas
$5
TC
948
TwinBeech Capital
New York
-$46M -195,071 Closed
SC
949
SRB Corp
Massachusetts
-$41.2M -174,575 Closed
CSS
950
Cubist Systematic Strategies
Connecticut
-$20.7M -87,718 Closed

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.