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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$262M +$473K +2,006 +0.2%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$250M -$134M -569,594 -35%
Invesco
28
Invesco
Georgia
$248M +$14.2M +60,228 +6%
Legal & General Group
29
Legal & General Group
United Kingdom
$245M -$17.2M -72,982 -7%
JIM
30
Jensen Investment Management
Oregon
$218M -$5.96M -25,270 -3%
TD Asset Management
31
TD Asset Management
Ontario, Canada
$218M +$39.3M +166,656 +22%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$214M +$8.94M +37,948 +4%
Lazard Asset Management
33
Lazard Asset Management
New York
$207M -$56.1M -238,130 -21%
CGI
34
Comgest Global Investors
France
$204M -$1.26M -5,326 -0.6%
Flossbach Von Storch
35
Flossbach Von Storch
Germany
$202M -$45.8M -194,464 -19%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$192M +$1.28M +5,448 +0.7%
Deutsche Bank
37
Deutsche Bank
Germany
$191M -$22.9M -97,177 -11%
Goldman Sachs
38
Goldman Sachs
New York
$179M +$47.3M +200,791 +36%
Charles Schwab
39
Charles Schwab
California
$178M -$13.6M -57,583 -7%
VNIM
40
Vaughan Nelson Investment Management
Texas
$162M +$3.25M +13,807 +2%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$158M +$3.05M +12,948 +2%
UBS AM
42
UBS AM
Illinois
$157M -$39M -165,528 -20%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$144M +$30.5M +129,281 +27%
Franklin Resources
44
Franklin Resources
California
$142M +$74.8M +317,450 +113%
DDC
45
DF Dent & Co
Maryland
$136M -$20.3M -86,283 -13%
CS
46
Credit Suisse
Switzerland
$134M -$6.53M -27,725 -5%
Kayne Anderson Rudnick Investment Management
47
Kayne Anderson Rudnick Investment Management
California
$132M +$7.51M +31,855 +6%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$130M +$23.4M +99,115 +22%
Fayez Sarofim & Co
49
Fayez Sarofim & Co
Texas
$125M +$7.98M +33,840 +7%
Fundsmith LLP
50
Fundsmith LLP
United Kingdom
$124M -$856K -3,633 -0.7%

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.