We are live on ! Find out more
VRSK icon

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
Creative Planning
326
Creative Planning
Kansas
$3.18M +$454K +1,927 +17%
SMDAM
327
Sumitomo Mitsui DS Asset Management
Japan
$3.18M +$266K +1,130 +9%
HCM
328
Hutner Capital Management
Vermont
$3.17M
BCIM
329
British Columbia Investment Management
British Columbia, Canada
$3.11M +$31.6K +134 +1%
LNWWM
330
Laird Norton Wetherby Wealth Management
California
$3.07M +$35.6K +151 +1%
CS
331
Candriam SCA
Luxembourg
$3.03M +$536K +2,275 +22%
Wealth Enhancement Advisory Services
332
Wealth Enhancement Advisory Services
Minnesota
$3.01M +$3M +12,732 New
AIP
333
Ameritas Investment Partners
Nebraska
$3M -$382K -1,621 -11%
TC
334
TownSquare Capital
Utah
$3M +$417K +1,770 +16%
QT
335
Quantbot Technologies
New York
$2.99M +$363K +1,540 +14%
RJFSA
336
Raymond James Financial Services Advisors
Florida
$2.98M +$78.5K +333 +3%
GAM
337
Garrison Asset Management
Arkansas
$2.92M -$11.3K -48 -0.4%
EMPI
338
Elo Mutual Pension Insurance
Finland
$2.86M +$54.2K +230 +2%
BCI
339
Brinker Capital Investments
Pennsylvania
$2.86M +$211K +896 +8%
OPS
340
Orion Portfolio Solutions
Nebraska
$2.86M +$211K +896 +8%
Walleye Trading
341
Walleye Trading
New York
$2.8M -$603K -2,560 -18%
GP
342
Girard Partners
Pennsylvania
$2.78M -$217K -919 -7%
IAA
343
Independent Advisor Alliance
North Carolina
$2.74M +$90K +382 +3%
WG
344
Watchman Group
Texas
$2.74M -$925K -3,924 -25%
KRS
345
Kentucky Retirement Systems
Kentucky
$2.71M -$35.8K -152 -1%
DC
346
Davenport & Co
Virginia
$2.59M -$191K -812 -7%
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$2.58M -$62.5K -265 -2%
CB
348
Commerce Bank
Missouri
$2.58M +$3.06K +13 +0.1%
MSRPS
349
Maryland State Retirement & Pension System
Maryland
$2.57M
PA
350
Profund Advisors
Maryland
$2.56M +$639K +2,711 +33%

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.