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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
FFN
951
Focus Financial Network
Minnesota
-$489K -2,046 Closed
TW
952
Transform Wealth
Colorado
-$454K -1,902 Closed
DT
953
Diversified Trust
Tennessee
-$439K -1,839 Closed
ONB
954
Old National Bancorp
Indiana
-$422K -1,767 Closed
GWM
955
Gitterman Wealth Management
New Jersey
-$418K -1,747 Closed
GS
956
GTS Securities
New York
-$376K -1,573 Closed
OIA
957
OneDigital Investment Advisors
Kansas
-$373K -1,562 Closed
CCM
958
Carlson Capital Management
Minnesota
-$319K -1,335 Closed
RFG
959
Range Financial Group
Oregon
-$312K -1,308 Closed
CP
960
CenterBook Partners
Connecticut
-$293K -1,225 Closed
GBWM
961
Granite Bay Wealth Management
New Hampshire
-$276K -1,169 Closed
PE
962
Point72 Europe
United Kingdom
-$278K -1,165 Closed
AC
963
AXQ Capital
New Jersey
-$263K -1,100 Closed
CIA
964
Choate Investment Advisors
Massachusetts
-$259K -1,084 Closed
IAS
965
Insigneo Advisory Services
Florida
-$241K -1,007 Closed
SP
966
Systematic Portfolios
New York
-$221K -927 Closed
VFA
967
Valeo Financial Advisors
Indiana
-$220K -920 Closed
USCWA
968
U.S. Capital Wealth Advisors
Texas
-$214K -897 Closed
WAG
969
Winthrop Advisory Group
Massachusetts
-$209K -873 Closed
TCOTS
970
Trust Company of the South
North Carolina
-$208K -871 Closed
ECM
971
Evergreen Capital Management
Washington
-$204K -854 Closed
HIIFS
972
Harel Insurance Investments & Financial Services
Israel
-$170K -715 Closed
WTG
973
West Tower Group
Virginia
-$91.7K -384 Closed
TWM
974
Tradition Wealth Management
Minnesota
-$91K -382 Closed
KI
975
Kapitalo Investimentos
Brazil
-$69.3K -290 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.