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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
UFF
351
USA Financial Formulas
Michigan
$2.36M +$1.88M +7,922 +408%
FLPIM
352
F.L. Putnam Investment Management
Massachusetts
$2.34M -$7.81K -33 -0.3%
HIMCH
353
Hartford Investment Management Co (HIMCO)
Connecticut
$2.33M -$75.8K -320 -3%
PAS
354
Park Avenue Securities
New York
$2.33M -$206K -871 -8%
RAM
355
Redmond Asset Management
Virginia
$2.33M -$84.7K -358 -4%
WC
356
Weil Company
California
$2.3M +$11.8K +50 +0.5%
A
357
AustralianSuper
Australia
$2.29M +$2.27M +9,573 New
CA
358
Callahan Advisors
Texas
$2.27M +$114K +480 +5%
PFA
359
Peak Financial Advisors
Colorado
$2.27M +$2.25M +9,507 New
VPIM
360
Vanguard Personalized Indexing Management
California
$2.25M +$52.1K +220 +2%
EWA
361
Exencial Wealth Advisors
Oklahoma
$2.23M -$51.8K -219 -2%
UB
362
UMB Bank
Missouri
$2.21M +$33.9K +143 +2%
SAM
363
Securian Asset Management
Minnesota
$2.2M -$260K -1,099 -11%
KeyBank National Association
364
KeyBank National Association
Ohio
$2.19M -$176K -742 -7%
SC
365
Settian Capital
New York
$2.19M
GT
366
Greenleaf Trust
Michigan
$2.15M -$55.4K -234 -3%
Two Sigma Investments
367
Two Sigma Investments
New York
$2.04M -$13.7M -57,813 -87%
CGH
368
Crossmark Global Holdings
Texas
$2.03M +$14.2K +60 +0.7%
SWS
369
SYSTM Wealth Solutions
Illinois
$2M -$40K -169 -2%
FDP
370
Financiere des Professionnels
Quebec, Canada
$1.99M -$1.75M -7,397 -47%
PI
371
PineBridge Investments
New York
$1.97M +$762K +3,219 +64%
AI
372
AXS Investments
New York
$1.95M +$1.15M +4,874 +148%
SI
373
Stephens Inc
Arkansas
$1.94M -$71.5K -302 -4%
ACM
374
Aquatic Capital Management
Illinois
$1.91M +$1.89M +8,000 New
TGAM
375
TBH Global Asset Management
Tennessee
$1.91M -$320K -1,350 -14%

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.