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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
ETC
451
Exchange Traded Concepts
Oklahoma
$1.1M +$186K +791 +20%
ASN
452
Advisory Services Network
Georgia
$1.1M -$16.5K -70 -1%
CHC
453
City Holding Co
West Virginia
$1.09M -$71.7K -304 -6%
NMIMC
454
Northwestern Mutual Investment Management Company
Wisconsin
$1.08M +$2.36K +10 +0.2%
MFGM
455
Marshall Financial Group (Maryland)
Maryland
$1.07M -$21.2K -90 -2%
BC
456
Burney Company
Virginia
$1.06M -$23.6K -100 -2%
CCM
457
Copeland Capital Management
Pennsylvania
$1.05M -$58.5K -248 -5%
SF
458
Summit Financial
New Jersey
$1.05M -$2.36K -10 -0.2%
ECA
459
Elevated Capital Advisors
Utah
$1.04M -$23.6K -100 -2%
IIM
460
INTECH Investment Management
Florida
$1.04M -$12.6M -53,355 -92%
CANY
461
Caxton Associates (New York)
New York
$1.03M -$1.3M -5,526 -56%
AWP
462
Accretive Wealth Partners
New Jersey
$1.02M +$6.36K +27 +0.6%
EAM
463
Erste Asset Management
Austria
$1.01M
WC
464
Wexford Capital
Florida
$1.01M +$1M +4,258 New
TC
465
TwinBeech Capital
New York
$1M -$518K -2,199 -34%
KIA
466
KCM Investment Advisors
California
$987K -$8.48K -36 -0.9%
AA
467
ALPS Advisors
Colorado
$985K -$1.5M -6,362 -60%
RJT
468
Raymond James Trust
Florida
$967K -$40.5K -172 -4%
AWS
469
Atria Wealth Solutions
New York
$965K -$24.5K -104 -2%
VCA
470
Verdence Capital Advisors
Maryland
$958K +$268K +1,138 +39%
CTA
471
Chesley Taft & Associates
Illinois
$954K +$37.7K +160 +4%
MC
472
Machina Capital
France
$945K -$358K -1,520 -28%
DZ Bank
473
DZ Bank
Germany
$941K -$9.47M -40,187 -91%
RWM
474
Ritholtz Wealth Management
New York
$937K +$374K +1,586 +67%
Squarepoint
475
Squarepoint
New York
$930K -$26.2M -111,222 -97%

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.