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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
BTW
376
Boston Trust Walden
Massachusetts
$1.87M +$47.3K +200 +3%
OAM
377
Ostrum Asset Management
France
$1.83M +$66.8K +282 +4%
BP
378
Ballentine Partners
Massachusetts
$1.8M +$77.2K +326 +5%
NMERB
379
New Mexico Educational Retirement Board
New Mexico
$1.79M
LTAS
380
Linden Thomas Advisory Services
North Carolina
$1.79M +$137K +579 +8%
PAM
381
Panagora Asset Management
Massachusetts
$1.77M -$5.21K -22 -0.3%
MYAM
382
Meiji Yasuda Asset Management
Japan
$1.76M +$20.1K +85 +1%
AC
383
Annandale Capital
Texas
$1.75M
LT
384
Lindsell Train
United Kingdom
$1.74M
DADC
385
D.A. Davidson & Co
Montana
$1.74M -$24.4K -103 -1%
Cambridge Investment Research Advisors
386
Cambridge Investment Research Advisors
Iowa
$1.73M -$532K -2,249 -24%
FHB
387
First Hawaiian Bank
Hawaii
$1.7M +$342K +1,446 +25%
VHAM
388
Van Hulzen Asset Management
California
$1.7M
BMCM
389
Bryn Mawr Capital Management
Pennsylvania
$1.68M +$1.67M +7,045 New
HKAM
390
Horizon Kinetics Asset Management
New York
$1.67M
ETC
391
Exchange Traded Concepts
Oklahoma
$1.67M +$553K +2,336 +50%
Impax Asset Management Group
392
Impax Asset Management Group
United Kingdom
$1.67M +$925K +3,909 +128%
AAS
393
Avantax Advisory Services
Texas
$1.66M -$351K -1,484 -18%
NIM
394
NEOS Investment Management
Connecticut
$1.63M +$79.5K +336 +5%
GT
395
Glenmede Trust
Pennsylvania
$1.61M -$76.9K -325 -5%
ECM
396
Everence Capital Management
Indiana
$1.61M +$398K +1,680 +33%
CFGS
397
Concourse Financial Group Securities
Alabama
$1.56M -$114K -482 -7%
QT
398
Quantbot Technologies
New York
$1.56M -$1.45M -6,117 -48%
IMRF
399
Illinois Municipal Retirement Fund
Illinois
$1.54M -$4.13M -17,447 -73%
ISL
400
Ingalls & Snyder LLC
New York
$1.52M -$47.3K -200 -3%

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.