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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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$235M +$19M +80,146 +9%
Mawer Investment Management
27
Mawer Investment Management
Alberta, Canada
$229M -$38.8M -163,737 -15%
JIM
28
Jensen Investment Management
Oregon
$215M -$4.86M -20,525 -2%
JP Morgan Chase
29
JP Morgan Chase
New York
$203M -$81.7M -345,277 -29%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$195M +$931K +3,935 +0.5%
UIM
31
USS Investment Management
United Kingdom
$193M +$72M +304,238 +61%
Lazard Asset Management
32
Lazard Asset Management
New York
$187M -$22.3M -94,314 -11%
Charles Schwab
33
Charles Schwab
California
$184M +$3.68M +15,548 +2%
Nordea Investment Management
34
Nordea Investment Management
Sweden
$182M +$23.4M +98,880 +15%
UBS AM
35
UBS AM
Illinois
$180M +$21.2M +89,740 +14%
Deutsche Bank
36
Deutsche Bank
Germany
$180M -$13.5M -57,160 -7%
CGI
37
Comgest Global Investors
France
$178M -$28.1M -118,595 -14%
Artisan Partners
38
Artisan Partners
Wisconsin
$176M -$127M -536,606 -42%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$175M -$76.9M -324,776 -31%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$165M +$32.6M +137,706 +25%
Bank Julius Baer & Co
41
Bank Julius Baer & Co
Switzerland
$162M +$36.2M +152,764 +29%
SFFS
42
Stonehage Fleming Financial Services
Jersey
$157M +$120M +508,071 +338%
VNIM
43
Vaughan Nelson Investment Management
Texas
$148M -$15.7M -66,286 -10%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$144M -$1.67M -7,060 -1%
Fayez Sarofim & Co
45
Fayez Sarofim & Co
Texas
$131M -$1.49M -6,311 -1%
CS
46
Credit Suisse
Switzerland
$131M -$4.65M -19,660 -3%
Goldman Sachs
47
Goldman Sachs
New York
$127M -$53.7M -226,663 -30%
Mackenzie Financial
48
Mackenzie Financial
Ontario, Canada
$125M +$6.63M +28,008 +6%
Fundsmith LLP
49
Fundsmith LLP
United Kingdom
$124M -$1.61M -6,782 -1%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$123M +$10.5M +44,442 +9%

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.