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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
LA
426
Legacy Advisors
Pennsylvania
$1.3M -$132K -559 -9%
DGAM
427
Desjardins Global Asset Management
Quebec, Canada
$1.27M +$64.9K +274 +5%
AWS
428
Atria Wealth Solutions
New York
$1.27M +$291K +1,230 +30%
EF
429
Empirical Finance
Pennsylvania
$1.27M +$1.66K +7 +0.1%
OTPPB
430
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.25M -$188K -795 -13%
CANY
431
Caxton Associates (New York)
New York
$1.24M +$199K +839 +19%
GAM
432
Groupama Asset Management
France
$1.24M +$1.74M +7,346 New
KRSITF
433
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.23M +$8.76K +37 +0.7%
SW
434
SVB Wealth
Massachusetts
$1.23M +$98K +414 +9%
GCAC
435
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.22M +$35.5K +150 +3%
DLA
436
Douglas Lane & Associates
New York
$1.2M -$26K -110 -2%
AIM
437
Aquila Investment Management
New York
$1.19M
GCM
438
Gladius Capital Management
Illinois
$1.15M -$105K -443 -8%
CHC
439
City Holding Co
West Virginia
$1.14M +$34.6K +146 +3%
SSA
440
Schonfeld Strategic Advisors
New York
$1.14M -$6.42M -27,135 -85%
RWM
441
Ritholtz Wealth Management
New York
$1.13M +$185K +780 +20%
BB
442
Bell Bank
North Dakota
$1.13M -$98K -414 -8%
SDIC
443
South Dakota Investment Council
South Dakota
$1.13M -$473K -2,000 -30%
FIM
444
Freedom Investment Management
Connecticut
$1.11M -$56.8K -240 -5%
SAM
445
Sompo Asset Management
Japan
$1.11M -$97.1K -410 -8%
NMIMC
446
Northwestern Mutual Investment Management Company
Wisconsin
$1.1M +$3.08K +13 +0.3%
KWA
447
Kingswood Wealth Advisors
California
$1.09M -$589K -2,490 -35%
RJT
448
Raymond James Trust
Florida
$1.09M +$113K +479 +12%
SF
449
Summit Financial
New Jersey
$1.09M +$32.9K +139 +3%
TFS
450
Thoroughbred Financial Services
Tennessee
$1.09M +$149K +631 +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.