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Verisk Analytics

787 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 266 increasing their positions, 312 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 65

2% more funds holding

Funds holding: 773787 (+14)

1% more capital invested

Capital invested by funds: $24.3B → $24.6B (+$328M)

1.06% less ownership

Funds ownership: 90.69%89.63% (-1.1%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

15% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 312

30% less call options, than puts

Call options by funds: $9.95M | Put options by funds: $14.2M

Holders
787
Holders Change
+14
Holders Change %
+1.81%
% of All Funds
12.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
93
Increased
266
Reduced
312
Closed
65
Calls
$9.95M
Puts
$14.2M
Net Calls
-$4.24M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
301
Marks Group Wealth Management
Minnesota
$2.67M -$2.64K -15 -0.1%
IMPI
302
Ilmarinen Mutual Pension Insurance
Finland
$2.65M +$2.64M +15,000 New
LOAMS
303
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.65M +$485K +2,761 +23%
WG
304
Watchman Group
Texas
$2.64M +$125K +714 +5%
AWM
305
AE Wealth Management
Kansas
$2.6M -$10.9K -62 -0.4%
TRSOTSOK
306
Teachers Retirement System of the State of Kentucky
Kentucky
$2.58M
FIM
307
Freedom Investment Management
Connecticut
$2.55M -$5.27K -30 -0.2%
EW
308
Evoke Wealth
California
$2.55M +$373K +2,121 +17%
JMPWA
309
JP Morgan Private Wealth Advisors
California
$2.55M -$387K -2,201 -13%
HighTower Advisors
310
HighTower Advisors
Illinois
$2.53M -$38K -216 -1%
EI
311
Ethic Inc
New York
$2.49M -$52.2K -297 -2%
CW
312
Connectus Wealth
Ohio
$2.48M -$17.4K -99 -7%
BFM
313
Boston Financial Management
Massachusetts
$2.46M +$300K +1,707 +14%
BCIM
314
British Columbia Investment Management
British Columbia, Canada
$2.45M -$294K -1,673 -11%
HCM
315
Hutner Capital Management
Vermont
$2.36M -$15.8K -90 -0.7%
ACM
316
Advisors Capital Management
New Jersey
$2.36M -$17.7K -101 -0.7%
SAM
317
Securian Asset Management
Minnesota
$2.29M
BBVA
318
Banco Bilbao Vizcaya Argentaria
Spain
$2.24M -$3.34K -19 -0.2%
CAPTRUST Financial Advisors
319
CAPTRUST Financial Advisors
North Carolina
$2.23M +$661K +3,763 +42%
JFG
320
Jefferies Financial Group
New York
$2.22M +$2.21M +12,604 New
PAS
321
Park Avenue Securities
New York
$2.21M -$86.1K -490 -4%
GAM
322
Garrison Asset Management
Arkansas
$2.2M -$11.9K -68 -0.5%
CM
323
Capula Management
Cayman Islands
$2.19M +$2.18M +12,405 New
KRS
324
Kentucky Retirement Systems
Kentucky
$2.18M +$9.31K +53 +0.4%
SCM
325
Shelton Capital Management
Colorado
$2.18M -$470K -2,676 -18%

VRSK Hedge Fund Activity: Q4 2022 in Review

787 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2022, worth a combined $24.6B — up 1.3% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new VRSK positions and 65 closed out — a net gain of 28 holders — while 266 added to existing stakes and 312 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $472M. The largest seller was AKRE Capital Management, cutting an estimated $426M.

  • 787 institutional investors held Verisk Analytics (VRSK) as of Q4 2022, up from 773 in Q3 2022.
  • Funds reported $24.6B of Verisk Analytics stock for Q4 2022, up 1.3% quarter-over-quarter.
  • 93 funds opened new Verisk Analytics positions in Q4 2022 and 65 closed out, a net change of +28 holders.
  • The largest Verisk Analytics buyer in Q4 2022 was Morgan Stanley, an estimated $472M added.
  • The largest Verisk Analytics seller in Q4 2022 was AKRE Capital Management, an estimated $426M sold.

Based on aggregated 13F filings for Q4 2022.