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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
WJWM
501
Williams Jones Wealth Management
New York
$740K +$733K +3,098 New
RSWM
502
Robertson Stephens Wealth Management
California
$730K -$14.4K -61 -2%
EI
503
Ellevest Inc
New York
$727K +$218K +920 +43%
DWM
504
Dakota Wealth Management
Florida
$726K -$166K -701 -19%
BAMF
505
BI Asset Management Fondsmaeglerselskab
Denmark
$726K -$8.76K -37 -1%
FDCDDQ
506
Federation des caisses Desjardins du Quebec
Quebec, Canada
$724K -$3.55K -15 -0.5%
Nomura Holdings
507
Nomura Holdings
Japan
$698K +$692K +2,924 New
Walleye Trading
508
Walleye Trading
New York
$697K -$2.11M -8,919 -75%
CA
509
Cetera Advisors
Colorado
$696K +$153K +645 +28%
CG
510
Caprock Group
Idaho
$690K +$40K +169 +6%
UCFA
511
United Capital Financial Advisors
Texas
$686K +$418K +1,766 +160%
SEC
512
Seven Eight Capital
New York
$670K +$664K +2,805 New
MCG
513
McCollum Christoferson Group
New York
$668K -$8.29K -35 -1%
HBT
514
Hills Bank & Trust
Iowa
$666K -$119K -501 -15%
GT
515
Glenview Trust
Kentucky
$660K +$3.55K +15 +0.5%
ATC
516
Argent Trust Co
Tennessee
$655K -$1.66K -7 -0.3%
VFA
517
Voya Financial Advisors
Connecticut
$653K -$8.76K -37 -1%
AFP
518
Ausdal Financial Partners
Iowa
$651K -$1.42K -6 -0.2%
SP
519
Symmetry Partners
Connecticut
$649K -$141K -595 -18%
LNC
520
Lincoln National Corp
Pennsylvania
$642K +$127K +535 +25%
PAG
521
Private Advisor Group
New Jersey
$641K +$52.6K +222 +9%
IWA
522
Icon Wealth Advisors
Texas
$627K +$621K +2,623 New
RA
523
RFG Advisory
Alabama
$626K +$19.2K +81 +3%
JFG
524
Jefferies Financial Group
New York
$624K -$11.1K -47 -2%
CRC
525
Curi RMB Capital
Illinois
$624K -$116K -489 -16%

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.