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Verisk Analytics

902 hedge funds and large institutions have $31.9B invested in Verisk Analytics in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 321 increasing their positions, 344 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $63.8M | Put options by funds: $29M

56% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 70

3% more funds holding

Funds holding: 874902 (+28)

1.29% more ownership

Funds ownership: 90.85%92.15% (+1.3%)

2% more capital invested

Capital invested by funds: $31.2B → $31.9B (+$706M)

7% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 344

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
902
Holders Change
+28
Holders Change %
+3.2%
% of All Funds
13.15%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
109
Increased
321
Reduced
344
Closed
70
Calls
$63.8M
Puts
$29M
Net Calls
+$34.7M
Net Calls Change
-$154M
Name Holding Trade Value Shares
Change
Change in
Stake
II
301
Inspire Investing
Idaho
$3.7M +$91.1K +385 +3%
SF
302
Synovus Financial
Georgia
$3.69M +$5.68K +24 +0.2%
QIM
303
Quantitative Investment Management
Virginia
$3.65M +$3.62M +15,296 New
IMPI
304
Ilmarinen Mutual Pension Insurance
Finland
$3.58M
MGWM
305
Marks Group Wealth Management
Minnesota
$3.57M +$40.2K +170 +1%
NEI
306
Northwest & Ethical Investments
Ontario, Canada
$3.54M +$3.51M +14,830 New
EAM
307
EFG Asset Management
Oregon
$3.54M -$2.16M -9,125 -38%
Creative Planning
308
Creative Planning
Kansas
$3.46M +$243K +1,027 +8%
Wealth Enhancement Advisory Services
309
Wealth Enhancement Advisory Services
Minnesota
$3.39M +$347K +1,467 +12%
Wealthfront Advisers
310
Wealthfront Advisers
California
$3.37M -$150K -633 -4%
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$3.29M -$473K -1,998 -13%
BFM
312
Boston Financial Management
Massachusetts
$3.27M -$8.52K -36 -0.3%
Voloridge Investment Management
313
Voloridge Investment Management
Florida
$3.26M -$26.7M -112,617 -89%
SMDAM
314
Sumitomo Mitsui DS Asset Management
Japan
$3.25M +$38.3K +162 +1%
Allianz Asset Management
315
Allianz Asset Management
Germany
$3.23M -$841K -3,553 -21%
RJFSA
316
Raymond James Financial Services Advisors
Florida
$3.21M +$191K +807 +6%
HCM
317
Hutner Capital Management
Vermont
$3.2M
PA
318
Profund Advisors
Maryland
$3.14M +$541K +2,287 +21%
LNWWM
319
Laird Norton Wetherby Wealth Management
California
$3.04M -$58.7K -248 -2%
TRSOTSOK
320
Teachers Retirement System of the State of Kentucky
Kentucky
$3.04M -$328K -1,387 -10%
EMPI
321
Elo Mutual Pension Insurance
Finland
$3.04M +$140K +593 +5%
P
322
Pitcairn
Pennsylvania
$3.01M +$881K +3,721 +42%
AIP
323
Ameritas Investment Partners
Nebraska
$3M -$30.8K -130 -1%
AWM
324
AE Wealth Management
Kansas
$2.97M -$1.36M -5,753 -32%
GAM
325
Garrison Asset Management
Arkansas
$2.92M -$32.4K -137 -1%

VRSK Hedge Fund Activity: Q4 2023 in Review

902 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2023, worth a combined $31.9B — up 2.3% from $31.2B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new VRSK positions and 70 closed out — a net gain of 39 holders — while 321 added to existing stakes and 344 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $994M. The largest seller was Citigroup, cutting an estimated $435M.

  • 902 institutional investors held Verisk Analytics (VRSK) as of Q4 2023, up from 874 in Q3 2023.
  • Funds reported $31.9B of Verisk Analytics stock for Q4 2023, up 2.3% quarter-over-quarter.
  • 109 funds opened new Verisk Analytics positions in Q4 2023 and 70 closed out, a net change of +39 holders.
  • The largest Verisk Analytics buyer in Q4 2023 was Morgan Stanley, an estimated $994M added.
  • The largest Verisk Analytics seller in Q4 2023 was Citigroup, an estimated $435M sold.

Based on aggregated 13F filings for Q4 2023.