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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
MGP
401
Metis Global Partners
California
$1.51M -$91.8K -388 -6%
GFS
402
GYL Financial Synergies
Connecticut
$1.49M +$23.9K +101 +2%
KAS
403
Kestra Advisory Services
Texas
$1.48M +$10.7K +45 +0.7%
Bessemer Group
404
Bessemer Group
New Jersey
$1.45M -$121K -513 -8%
SPA
405
Sherbrooke Park Advisers
New York
$1.45M +$1.24M +5,226 +614%
QCM
406
Quantinno Capital Management
New York
$1.45M +$268K +1,133 +23%
Thrivent Financial for Lutherans
407
Thrivent Financial for Lutherans
Minnesota
$1.44M -$15.6K -66 -1%
OM
408
OV Management
Minnesota
$1.43M +$1.42M +6,000 New
NAM
409
NorthCrest Asset Manangement
Minnesota
$1.43M +$21.5K +91 +2%
NL
410
NVWM LLC
Pennsylvania
$1.42M -$41K -173 -3%
MLICM
411
Metropolitan Life Insurance Company (MetLife)
New York
$1.41M -$23K -97 -2%
PS
412
Principal Securities
Iowa
$1.4M +$1.39M +5,880 New
EOJOAM
413
E. Ohman J:or Asset Management
Sweden
$1.38M -$237K -1,000 -15%
CCA
414
Conestoga Capital Advisors
Pennsylvania
$1.38M +$28.4K +120 +2%
BF
415
BOK Financial
Oklahoma
$1.37M -$432K -1,826 -24%
AUB
416
Atlantic Union Bankshares
Virginia
$1.36M +$1.35M +5,693 New
Koshinski Asset Management
417
Koshinski Asset Management
Illinois
$1.36M +$206K +869 +18%
VCA
418
Verdence Capital Advisors
Maryland
$1.35M +$374K +1,580 +39%
SAM
419
Shell Asset Management
Netherlands
$1.34M +$978K +4,132 +281%
APWM
420
Atlas Private Wealth Management
New York
$1.34M +$23K +97 +2%
SA
421
SRN Advisors
Pennsylvania
$1.33M +$1.32M +5,571 New
AssetMark Inc
422
AssetMark Inc
California
$1.33M +$117K +494 +10%
CA
423
CoreCap Advisors
Michigan
$1.32M -$23.9K -101 -2%
CB
424
Cadence Bank
Mississippi
$1.31M -$16.1K -68 -1%
IC
425
IEQ Capital
California
$1.31M +$177K +746 +16%

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.