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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
BCI
326
Brinker Capital Investments
Pennsylvania
$2.89M +$75.8K +320 +3%
OPS
327
Orion Portfolio Solutions
Nebraska
$2.89M +$75.8K +320 +3%
CAPTRUST Financial Advisors
328
CAPTRUST Financial Advisors
North Carolina
$2.86M +$252K +1,065 +10%
Mercer Global Advisors
329
Mercer Global Advisors
Colorado
$2.84M +$526K +2,224 +23%
IAA
330
Independent Advisor Alliance
North Carolina
$2.82M +$48.3K +204 +2%
AM
331
AGF Management
Ontario, Canada
$2.82M +$2.79M +11,806 New
SAM
332
Silvercrest Asset Management
New York
$2.8M +$446K +1,886 +19%
KRS
333
Kentucky Retirement Systems
Kentucky
$2.77M +$27K +114 +1%
VI
334
Vestcor Inc
New Brunswick, Canada
$2.74M +$1.41M +5,960 +108%
SLAM
335
Swiss Life Asset Management
$2.71M -$1.12M -4,750 -30%
GP
336
Girard Partners
Pennsylvania
$2.71M -$94.2K -398 -3%
GAM
337
Griffin Asset Management
New York
$2.71M +$274K +1,159 +11%
TC
338
TownSquare Capital
Utah
$2.65M -$376K -1,590 -13%
ECM
339
ExodusPoint Capital Management
New York
$2.6M +$2.24M +9,472 +661%
MSRPS
340
Maryland State Retirement & Pension System
Maryland
$2.6M
CI
341
Cavalier Investments
Georgia
$2.59M +$62.5K +264 +2%
CB
342
Commerce Bank
Missouri
$2.57M -$34.8K -147 -1%
DC
343
Davenport & Co
Virginia
$2.57M -$48.1K -203 -2%
CIBC Private Wealth Group
344
CIBC Private Wealth Group
Georgia
$2.54M -$37.6K -159 -1%
SG Americas Securities
345
SG Americas Securities
New York
$2.54M -$1.65M -6,979 -40%
TAM
346
Tocqueville Asset Management
New York
$2.46M -$31.5K -133 -1%
CFMC
347
Curbstone Financial Management Corp
New Hampshire
$2.41M -$4.73K -20 -0.2%
IEFM
348
IQ EQ Fund Management
Ireland
$2.41M +$1.1M +4,649 +85%
ACM
349
Advisors Capital Management
New Jersey
$2.4M -$37.9K -160 -2%
O
350
Ossiam
France
$2.37M +$827K +3,494 +54%

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.