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Verisk Analytics

787 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 266 increasing their positions, 312 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 65

2% more funds holding

Funds holding: 773787 (+14)

1% more capital invested

Capital invested by funds: $24.3B → $24.6B (+$328M)

1.06% less ownership

Funds ownership: 90.69%89.63% (-1.1%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

15% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 312

30% less call options, than puts

Call options by funds: $9.95M | Put options by funds: $14.2M

Holders
787
Holders Change
+14
Holders Change %
+1.81%
% of All Funds
12.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
93
Increased
266
Reduced
312
Closed
65
Calls
$9.95M
Puts
$14.2M
Net Calls
-$4.24M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
451
Stonegate Investment Group
Alabama
$721K -$661K -3,759 -48%
AWP
452
Accretive Wealth Partners
New Jersey
$717K +$24.8K +141 +4%
SAM
453
Silvercrest Asset Management
New York
$711K -$879 -5 -0.1%
BCM
454
Brookstone Capital Management
Illinois
$694K +$3.69K +21 +0.6%
TP
455
Tranquility Partners
Tennessee
$694K
CFB
456
Cullen/Frost Bankers
Texas
$688K +$28.3K +161 +4%
Kovitz Investment Group Partners
457
Kovitz Investment Group Partners
Illinois
$682K -$406K -2,309 -37%
BWP
458
BSW Wealth Partners
Colorado
$676K +$109K +620 +19%
AI
459
AXS Investments
New York
$671K -$208K -1,181 -24%
FTDI
460
First Trust Direct Indexing
Massachusetts
$665K +$147K +838 +29%
GC
461
Gratus Capital
Georgia
$665K
LTAS
462
Linden Thomas Advisory Services
North Carolina
$665K +$662K +3,769 New
TWM
463
Thrive Wealth Management
Pennsylvania
$664K +$11.1K +63 +2%
HCM
464
Highview Capital Management
Illinois
$662K
BBHC
465
Brown Brothers Harriman & Co
New York
$658K -$97K -552 -13%
MIM
466
MTM Investment Management
South Carolina
$651K -$41.8K -238 -6%
QCM
467
Quantinno Capital Management
New York
$646K +$644K +3,664 New
LA
468
Legacy Advisors
Pennsylvania
$641K +$169K +962 +36%
CTA
469
Chesley Taft & Associates
Illinois
$640K +$147K +835 +30%
First Manhattan
470
First Manhattan
New York
$639K +$3.51K +20 +0.6%
CAAS
471
Capital Asset Advisory Services
Michigan
$635K -$470K -2,677 -43%
API
472
Advisor Partners II
California
$633K +$125K +714 +25%
PP
473
Pegasus Partners
Wisconsin
$622K +$13.4K +76 +2%
IWA
474
Icon Wealth Advisors
Texas
$621K -$44.3K -252 -7%
CC
475
Centiva Capital
New York
$613K +$611K +3,476 New

VRSK Hedge Fund Activity: Q4 2022 in Review

787 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2022, worth a combined $24.6B — up 1.3% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new VRSK positions and 65 closed out — a net gain of 28 holders — while 266 added to existing stakes and 312 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $472M. The largest seller was AKRE Capital Management, cutting an estimated $426M.

  • 787 institutional investors held Verisk Analytics (VRSK) as of Q4 2022, up from 773 in Q3 2022.
  • Funds reported $24.6B of Verisk Analytics stock for Q4 2022, up 1.3% quarter-over-quarter.
  • 93 funds opened new Verisk Analytics positions in Q4 2022 and 65 closed out, a net change of +28 holders.
  • The largest Verisk Analytics buyer in Q4 2022 was Morgan Stanley, an estimated $472M added.
  • The largest Verisk Analytics seller in Q4 2022 was AKRE Capital Management, an estimated $426M sold.

Based on aggregated 13F filings for Q4 2022.