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Verisk Analytics

874 hedge funds and large institutions have $31.2B invested in Verisk Analytics in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 299 increasing their positions, 352 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

421% more call options, than puts

Call options by funds: $234M | Put options by funds: $44.8M

32% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 62

4% more capital invested

Capital invested by funds: $30.1B → $31.2B (+$1.12B)

1% more funds holding

Funds holding: 867874 (+7)

1.12% less ownership

Funds ownership: 91.97%90.85% (-1.1%)

15% less repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 352

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
874
Holders Change
+7
Holders Change %
+0.81%
% of All Funds
13.87%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.17%
New
82
Increased
299
Reduced
352
Closed
62
Calls
$234M
Puts
$44.8M
Net Calls
+$189M
Net Calls Change
+$96.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Fund Management (CFM)
301
Capital Fund Management (CFM)
France
$3.98M +$3.97M +16,857 New
DT
302
Diversified Trust
Tennessee
$3.98M -$522K -2,214 -12%
JMPWA
303
JP Morgan Private Wealth Advisors
California
$3.98M +$3.97M +16,839 New
Commonwealth Equity Services
304
Commonwealth Equity Services
Massachusetts
$3.96M -$384K -1,630 -9%
AI
305
Atria Investments
North Carolina
$3.93M -$468K -1,984 -11%
Mariner
306
Mariner
Kansas
$3.87M +$344K +1,461 +10%
VRS
307
Virginia Retirement Systems
Virginia
$3.8M +$283K +1,200 +8%
SLAM
308
Swiss Life Asset Management
$3.8M -$598K -2,537 -14%
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$3.72M -$265K -1,123 -7%
FDP
310
Financiere des Professionnels
Quebec, Canada
$3.71M +$3.71M +15,725 New
HBWM
311
Hollow Brook Wealth Management
New York
$3.71M +$30.4K +129 +0.8%
Public Sector Pension Investment Board (PSP Investments)
312
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.67M +$398K +1,690 +12%
SF
313
Synovus Financial
Georgia
$3.65M -$475K -2,014 -12%
EWM
314
Elevatus Welath Management
New York
$3.62M +$280K +1,189 +8%
II
315
Inspire Investing
Idaho
$3.57M -$651K -2,761 -15%
IMPI
316
Ilmarinen Mutual Pension Insurance
Finland
$3.54M
MGWM
317
Marks Group Wealth Management
Minnesota
$3.49M -$71.2K -302 -2%
Wealthfront Advisers
318
Wealthfront Advisers
California
$3.48M +$62.9K +267 +2%
BNP Paribas Asset Management
319
BNP Paribas Asset Management
France
$3.45M +$450K +1,909 +15%
FAM
320
Fenimore Asset Management
New York
$3.41M
SAM
321
Sycomore Asset Management
France
$3.4M +$62.2K +264 +2%
TRSOTSOK
322
Teachers Retirement System of the State of Kentucky
Kentucky
$3.33M
TAF
323
Tredje AP-fonden
Sweden
$3.33M
QCM
324
QRG Capital Management
Illinois
$3.3M +$3.3M +13,980 New
BFM
325
Boston Financial Management
Massachusetts
$3.24M +$5.66K +24 +0.2%

VRSK Hedge Fund Activity: Q3 2023 in Review

874 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q3 2023, worth a combined $31.2B — up 3.7% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VRSK positions and 62 closed out — a net gain of 20 holders — while 299 added to existing stakes and 352 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $499M. The largest seller was Parnassus Investments, cutting an estimated $211M.

  • 874 institutional investors held Verisk Analytics (VRSK) as of Q3 2023, up from 867 in Q2 2023.
  • Funds reported $31.2B of Verisk Analytics stock for Q3 2023, up 3.7% quarter-over-quarter.
  • 82 funds opened new Verisk Analytics positions in Q3 2023 and 62 closed out, a net change of +20 holders.
  • The largest Verisk Analytics buyer in Q3 2023 was AllianceBernstein, an estimated $499M added.
  • The largest Verisk Analytics seller in Q3 2023 was Parnassus Investments, an estimated $211M sold.

Based on aggregated 13F filings for Q3 2023.