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Verisk Analytics
VRSK

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: 953 → 993 (+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: 7 → 6 (-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

Top Buyers

Rank Fund Capital Flow
1
Amundi
Amundi
France
+$120M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$109M
3
BlackRock
BlackRock
New York
+$102M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$65.6M
5
UBS AM
UBS AM
Illinois
+$64.8M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$117M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$79.3M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$57.9M
4
Marshall Wace
Marshall Wace
United Kingdom
-$57.9M
5
Axa
Axa
France
-$57.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
976
Private Wealth Management Group
New Jersey
$1.1K – – –
PWA
977
Principia Wealth Advisory
Texas
$1.1K +$1.11K +4 New
BAM
978
Bellevue Asset Management
Washington
$1.1K – – –
SFCL
979
Strengthening Families & Communities LLC
Massachusetts
$1K – – –
WTFG
980
Wood Tarver Financial Group
Idaho
$1K +$1.11K +4 New
1IA
981
1620 Investment Advisors
Massachusetts
$978 – – –
CWP
982
Concord Wealth Partners
Virginia
$826 – – –
HFS
983
Horizon Financial Services
North Carolina
$826 – – –
PWM
984
Parkworth Wealth Management
California
$826 +$835 +3 New
WW
985
Winnow Wealth
Texas
$782 +$835 +3 New
PIS
986
POM Investment Strategies
North Carolina
$551 – – –
BFPW
987
BOK Financial Private Wealth
Colorado
$551 +$557 +2 New
CAM
988
Chesapeake Asset Management
New York
$275 – – –
RWM
989
Ruedi Wealth Management
Illinois
$275 – – –
AWM
990
Activest Wealth Management
Florida
$275 +$278 +1 New
CIA
991
Cape Investment Advisory
Georgia
$275 +$278 +1 New
SN
992
Sittner & Nelson
Oregon
$275 +$278 +1 New
SMAM
993
Sugar Maple Asset Management
Wisconsin
$275 +$278 +1 New
RM
994
Rudius Management
New York
– -$26M -97,060 Closed
TI
995
Trexquant Investment
Connecticut
– -$21.3M -79,399 Closed
Point72 Asset Management
996
Point72 Asset Management
Connecticut
– -$11M -41,119 Closed
JFG
997
Jefferies Financial Group
New York
– -$9.33M -34,832 Closed
IAIM
998
International Assets Investment Management
Florida
– -$116 -31,083 Closed
Connor, Clark & Lunn Investment Management (CC&L)
999
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$7.44M -27,770 Closed
LAM
1000
LECAP Asset Management
United Kingdom
– -$4.54M -16,943 Closed
38 39
40
41 42

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.