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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
DP
501
Dearborn Partners
Illinois
$482K +$177K +1,010 +59%
NA
502
NewEdge Advisors
Louisiana
$480K -$789K -4,491 -27%
GIA
503
Gateway Investment Advisers
Ohio
$469K -$1.41K -8 -0.3%
LAS
504
LWM Advisory Services
Florida
$469K -$308K -1,753 -40%
AIM
505
Achmea Investment Management
Netherlands
$464K -$808K -4,601 -62%
RA
506
RFG Advisory
Alabama
$459K +$17.7K +101 +4%
EWM
507
Evercore Wealth Management
New York
$456K +$3.87K +22 +0.9%
EBT
508
Enterprise Bank & Trust
Massachusetts
$450K +$448K +2,550 New
MCM
509
Manchester Capital Management
Vermont
$438K +$437K +2,485 New
EI
510
Ellevest Inc
New York
$432K +$8.43K +48 +2%
SS
511
Simplicity Solutions
Minnesota
$427K +$69.4K +395 +19%
LNC
512
Lincoln National Corp
Pennsylvania
$420K +$185K +1,054 +79%
SYBT
513
Stock Yards Bank & Trust
Kentucky
$416K -$465K -2,645 -53%
AAM
514
Azzad Asset Management
Virginia
$408K -$1.06M -6,032 -72%
RWM
515
Ritholtz Wealth Management
New York
$408K -$476K -2,711 -54%
XT
516
XTX Topco
Cayman Islands
$407K -$430K -2,449 -52%
PTP
517
Platform Technology Partners
New York
$407K
TW
518
Transform Wealth
Colorado
$405K -$10K -57 -2%
P
519
Pitcairn
Pennsylvania
$401K +$6.68K +38 +2%
SSWM
520
Strait & Sound Wealth Management
California
$400K +$387K +2,202 New
W
521
WealthOne
New York
$400K
DZ Bank
522
DZ Bank
Germany
$394K -$3.4M -19,355 -90%
WP
523
WMS Partners
Maryland
$393K -$3.16K -18 -0.8%
DCM
524
Donaldson Capital Management
Indiana
$393K
APP
525
Avantax Planning Partners
Iowa
$392K -$36.5K -208 -9%

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.