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Verisk Analytics
VRSK

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: 867 → 874 (+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: 13 → 11 (-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

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$499M
2
Citigroup
Citigroup
New York
+$438M
3
UIM
USS Investment Management
United Kingdom
+$111M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$92.6M
5
Franklin Resources
Franklin Resources
California
+$74.8M

Top Sellers

Rank Fund Capital Flow
1
Parnassus Investments
Parnassus Investments
California
-$211M
2
Millennium Management
Millennium Management
New York
-$168M
3
Citadel Advisors
Citadel Advisors
Florida
-$165M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$155M
5
Two Sigma Investments
Two Sigma Investments
New York
-$144M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
351
CIBC Private Wealth Group
Georgia
$2.55M +$2.12M +9,009 +504%
PAS
352
Park Avenue Securities
New York
$2.51M -$102K -431 -4%
CI
353
Cavalier Investments
Georgia
$2.5M +$90.7K +385 +4%
TAM
354
Tocqueville Asset Management
New York
$2.47M +$246K +1,045 +11%
SAM
355
Securian Asset Management
Minnesota
$2.44M -$399K -1,692 -14%
ACM
356
Advisors Capital Management
New Jersey
$2.41M -$4.71K -20 -0.2%
GAM
357
Griffin Asset Management
New York
$2.41M -$134K -570 -5%
CFMC
358
Curbstone Financial Management Corp
New Hampshire
$2.39M +$11.8K +50 +0.5%
TRCT
359
Tower Research Capital (TRC)
New York
$2.39M +$1.06M +4,483 +80%
RAM
360
Redmond Asset Management
Virginia
$2.39M -$25.7K -109 -1%
HIMCH
361
Hartford Investment Management Co (HIMCO)
Connecticut
$2.38M -$65.1K -276 -3%
KeyBank National Association
362
KeyBank National Association
Ohio
$2.34M -$132K -562 -5%
FLPIM
363
F.L. Putnam Investment Management
Massachusetts
$2.33M -$209K -885 -8%
SAM
364
Silvercrest Asset Management
New York
$2.32M +$1.3M +5,512 +127%
PFO
365
Pathstone Family Office
New Jersey
$2.29M +$1M +4,257 +78%
Mercer Global Advisors
366
Mercer Global Advisors
Colorado
$2.28M -$150K -636 -6%
WC
367
Weil Company
California
$2.26M -$4.24K -18 -0.2%
EWA
368
Exencial Wealth Advisors
Oklahoma
$2.26M -$317K -1,345 -12%
Cambridge Investment Research Advisors
369
Cambridge Investment Research Advisors
Iowa
$2.24M +$53.3K +226 +2%
TGAM
370
TBH Global Asset Management
Tennessee
$2.21M -$23.6K -100 -1%
GT
371
Greenleaf Trust
Michigan
$2.18M -$27.8K -118 -1%
VPIM
372
Vanguard Personalized Indexing Management
California
$2.18M +$100K +426 +5%
EW
373
Evoke Wealth
California
$2.17M -$824K -3,496 -28%
SC
374
Settian Capital
New York
$2.16M – – –
UB
375
UMB Bank
Missouri
$2.15M +$29.7K +126 +1%
13 14
15
16 17

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.