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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
CA
376
Callahan Advisors
Texas
$2.14M +$37.7K +160 +2%
P
377
Pitcairn
Pennsylvania
$2.1M +$717K +3,043 +52%
CGH
378
Crossmark Global Holdings
Texas
$2.06M -$66.9K -284 -3%
SWS
379
SYSTM Wealth Solutions
Illinois
$2.02M -$142K -603 -7%
AAS
380
Avantax Advisory Services
Texas
$1.99M -$112K -474 -5%
SI
381
Stephens Inc
Arkansas
$1.99M -$58.9K -250 -3%
BTW
382
Boston Trust Walden
Massachusetts
$1.8M +$4.01K +17 +0.2%
NMERB
383
New Mexico Educational Retirement Board
New Mexico
$1.77M -$23.6K -100 -1%
PAM
384
Panagora Asset Management
Massachusetts
$1.75M -$941K -3,994 -35%
OAM
385
Ostrum Asset Management
France
$1.75M +$426K +1,807 +32%
DADC
386
D.A. Davidson & Co
Montana
$1.74M +$48.1K +204 +3%
AC
387
Annandale Capital
Texas
$1.73M
LT
388
Lindsell Train
United Kingdom
$1.72M
BF
389
BOK Financial
Oklahoma
$1.72M +$286K +1,214 +19%
MYAM
390
Meiji Yasuda Asset Management
Japan
$1.72M +$1.14M +4,855 +202%
BP
391
Ballentine Partners
Massachusetts
$1.71M +$28K +119 +2%
VHAM
392
Van Hulzen Asset Management
California
$1.68M
GT
393
Glenmede Trust
Pennsylvania
$1.67M +$276K +1,172 +20%
KWA
394
Kingswood Wealth Advisors
California
$1.67M +$1.67M +7,069 New
CFGS
395
Concourse Financial Group Securities
Alabama
$1.66M -$123K -520 -7%
HKAM
396
Horizon Kinetics Asset Management
New York
$1.65M
LTAS
397
Linden Thomas Advisory Services
North Carolina
$1.63M +$627K +2,659 +63%
EOJOAM
398
E. Ohman J:or Asset Management
Sweden
$1.6M
WB
399
WesBanco Bank
West Virginia
$1.59M +$707K +3,000 +80%
PP
400
Prudential plc
United Kingdom
$1.59M -$151K -639 -9%

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.