We are live on ! Find out more
VRSK icon

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
TFS
476
Thoroughbred Financial Services
Tennessee
$926K +$646K +2,742 +232%
WT
477
Whittier Trust
California
$911K +$64.3K +273 +8%
GC
478
Gratus Capital
Georgia
$904K +$13K +55 +1%
PP
479
Pegasus Partners
Wisconsin
$892K +$22.4K +95 +3%
DWM
480
Dakota Wealth Management
Florida
$884K -$214K -908 -20%
AIMCA
481
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$874K
TWM
482
Thrive Wealth Management
Pennsylvania
$874K -$9.19K -39 -1%
FTDI
483
First Trust Direct Indexing
Massachusetts
$867K +$9.9K +42 +1%
BCM
484
Brookstone Capital Management
Illinois
$861K -$1.18K -5 -0.1%
OCBCO
485
Oversea-Chinese Banking Corp (OCBC)
Singapore
$858K +$856K +3,631 New
GIA
486
Gateway Investment Advisers
Ohio
$835K -$1.18K -5 -0.1%
Caisse de Depot et Placement du Quebec (CDPQ)
487
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$829K -$2.04M -8,648 -71%
Assenagon Asset Management
488
Assenagon Asset Management
Luxembourg
$818K +$82.7K +351 +11%
ONB
489
Old National Bancorp
Indiana
$814K -$23.1K -98 -3%
Kovitz Investment Group Partners
490
Kovitz Investment Group Partners
Illinois
$813K -$818K -3,472 -50%
FA
491
FDx Advisors
Illinois
$809K -$8.25K -35 -1%
MIM
492
MTM Investment Management
South Carolina
$793K +$236 +1 +0%
BFG
493
Bleakley Financial Group
New Jersey
$789K -$5.36M -22,730 -87%
SS
494
Simplicity Solutions
Minnesota
$789K -$5.36M -22,730 -87%
GBWM
495
Granite Bay Wealth Management
New Hampshire
$788K +$788K +3,344 New
SP
496
Symmetry Partners
Connecticut
$786K
CFB
497
Cullen/Frost Bankers
Texas
$784K
AI
498
AXS Investments
New York
$778K -$1.23M -5,228 -61%
HBT
499
Hills Bank & Trust
Iowa
$777K -$260K -1,105 -25%
MWM
500
MinichMacGregor Wealth Management
New York
$774K +$1.18K +5 +0.2%

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.