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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
GWS
976
Glassman Wealth Services
Virginia
-$44.7K -187 Closed
DCP
977
DSM Capital Partners
Florida
-$33K -138 Closed
TCWA
978
Turtle Creek Wealth Advisors
Texas
-$20.1K -84 Closed
NFA
979
Northwest Financial Advisors
Virginia
-$19.5K -82 Closed
Parallax Volatility Advisers
980
Parallax Volatility Advisers
California
-$11.2K -47 Closed
ANBT
981
American National Bank & Trust
Texas
-$10.5K -44 Closed
BWM
982
BKM Wealth Management
Wisconsin
-$7.17K -30 Closed
CIR
983
Clear Investment Research
Georgia
-$6.21K -26 Closed
CCM
984
Chilton Capital Management
Texas
-$5.49K -23 Closed
CTWM
985
Cherry Tree Wealth Management
Minnesota
-$4.78K -20 Closed
RS
986
Rakuten Securities
Japan
-$4.54K -19 Closed
BHWM
987
Beaird Harris Wealth Management
Texas
-$3.11K -13 Closed
SSG
988
Summit Securities Group
New York
-$3K -13 Closed
NRG
989
Nemes Rush Group
Michigan
-$2.87K -12 Closed
AT
990
Arlington Trust
Alabama
-$2.39K -10 Closed
CIA
991
Cape Investment Advisory
Georgia
-$2.39K -10 Closed
CTB
992
Country Trust Bank
Illinois
-$2.39K -10 Closed
GI
993
Gradient Investments
Minnesota
-$2.15K -9 Closed
PCTC
994
Perkins Coie Trust Company
Washington
-$1.91K -8 Closed
NMG
995
New Millennium Group
Utah
-$1.19K -5 Closed
M
996
MOTCO
Texas
-$717 -3 Closed
WPA
997
West Paces Advisors
Georgia
-$717 -3 Closed
DWA
998
Delos Wealth Advisors
Texas
-$478 -2 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.