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Verisk Analytics
VRSK

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: 867 → 874 (+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: 13 → 11 (-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

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$499M
2
Citigroup
Citigroup
New York
+$438M
3
UIM
USS Investment Management
United Kingdom
+$111M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$92.6M
5
Franklin Resources
Franklin Resources
California
+$74.8M

Top Sellers

Rank Fund Capital Flow
1
Parnassus Investments
Parnassus Investments
California
-$211M
2
Millennium Management
Millennium Management
New York
-$168M
3
Citadel Advisors
Citadel Advisors
Florida
-$165M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$155M
5
Two Sigma Investments
Two Sigma Investments
New York
-$144M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
501
Highview Capital Management
Illinois
$768K – – –
TP
502
Tranquility Partners
Tennessee
$755K -$211K -895 -22%
KWM
503
Kingsview Wealth Management
Oregon
$748K +$4.95K +21 +0.7%
GC
504
Gilbert & Cook
Iowa
$744K +$351K +1,491 +90%
RSWM
505
Robertson Stephens Wealth Management
California
$736K -$9.43K -40 -1%
CRC
506
Curi RMB Capital
Illinois
$732K -$13K -55 -2%
BAMF
507
BI Asset Management Fondsmaeglerselskab
Denmark
$727K +$44.5K +189 +7%
Impax Asset Management Group
508
Impax Asset Management Group
United Kingdom
$724K -$165K -702 -19%
HFM
509
Harvest Fund Management
China
$721K +$214K +906 +42%
FDCDDQ
510
Federation des caisses Desjardins du Quebec
Quebec, Canada
$719K -$12.7K -54 -2%
CC
511
Cipher Capital
New York
$713K +$711K +3,017 New
XT
512
XTX Topco
Cayman Islands
$712K +$710K +3,014 New
BFS
513
Bradley Foster & Sargent
Connecticut
$697K – – –
CAAS
514
Capital Asset Advisory Services
Michigan
$688K -$127K -539 -16%
AWM
515
Axxcess Wealth Management
California
$687K +$686K +2,910 New
BAAM
516
Baker Avenue Asset Management
California
$675K +$45K +191 +7%
BC
517
Bridgefront Capital
Texas
$674K +$673K +2,854 New
VFA
518
Voya Financial Advisors
Connecticut
$670K -$7.07K -30 -1%
MCG
519
McCollum Christoferson Group
New York
$669K -$27.1K -115 -4%
IWP
520
Icon Wealth Partners
Texas
$666K -$16.5K -70 -2%
FMLI
521
Fukoku Mutual Life Insurance
Japan
$661K +$660K +2,800 New
GT
522
Glenview Trust
Kentucky
$650K -$308K -1,307 -32%
ATC
523
Argent Trust Co
Tennessee
$649K – – –
AFP
524
Ausdal Financial Partners
Iowa
$645K +$1.65K +7 +0.3%
CG
525
Caprock Group
Idaho
$643K -$58K -246 -8%
19 20
21
22 23

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.