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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
V
476
Veritable
Delaware
$608K -$33.7K -192 -5%
RJT
477
Raymond James Trust
Florida
$604K -$183K -1,042 -23%
YIH
478
Y-Intercept (HK)
Hong Kong
$599K -$2.6M -14,818 -81%
WT
479
Whittier Trust
California
$590K -$15.1K -86 -3%
VCM
480
Virtue Capital Management
Tennessee
$589K +$240K +1,363 +69%
SP
481
Symmetry Partners
Connecticut
$587K
BAMF
482
BI Asset Management Fondsmaeglerselskab
Denmark
$587K +$190K +1,079 +48%
EMG
483
ETF Managers Group
New Jersey
$587K +$22.7K +129 +4%
ATC
484
Argent Trust Co
Tennessee
$583K -$1.93K -11 -0.3%
MCG
485
McCollum Christoferson Group
New York
$580K
CRC
486
Curi RMB Capital
Illinois
$579K -$109K -623 -16%
MWM
487
MinichMacGregor Wealth Management
New York
$575K +$879 +5 +0.2%
IC
488
IEQ Capital
California
$571K -$240K -1,367 -30%
BWM
489
Baron Wealth Management
Michigan
$563K +$561K +3,192 New
KWM
490
Kingsview Wealth Management
Oregon
$558K -$33.6K -191 -6%
M
491
Mirova
France
$552K -$413K -2,348 -43%
HWMA
492
Heritage Wealth Management (Arizona)
Arizona
$547K +$275K +1,566 +102%
BFS
493
Bradley Foster & Sargent
Connecticut
$544K
CS
494
Cannell & Spears
New York
$529K
VFA
495
Values First Advisors
Tennessee
$524K +$5.97K +34 +1%
MAS
496
Meeder Advisory Services
Ohio
$516K +$514K +2,924 New
SCA
497
Snowden Capital Advisors
New York
$504K -$95.4K -543 -16%
TI
498
Tidal Investments
Wisconsin
$496K -$411K -2,337 -45%
BTWM
499
Baker Tilly Wealth Management
Wisconsin
$495K +$90.7K +516 +23%
AFP
500
Ausdal Financial Partners
Iowa
$483K -$4.04K -23 -0.8%

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.