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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
PMEF
526
Point72 Middle East FZE
United Arab Emirates
$640K -$3.35M -14,196 -84%
JFG
527
Jefferies Financial Group
New York
$628K +$627K +2,659 New
SCA
528
Snowden Capital Advisors
New York
$627K -$44.8K -190 -7%
CBNLCF
529
Cognios Beta Neutral Large Cap Fund
Kansas
$620K +$395K +1,674 +176%
VCM
530
Virtue Capital Management
Tennessee
$619K
MFG
531
Merit Financial Group
Georgia
$616K +$144K +613 +31%
RA
532
RFG Advisory
Alabama
$600K -$24.7K -105 -4%
MCM
533
MAI Capital Management
Ohio
$594K +$592K +2,513 New
AP
534
Advisors Preferred
Maryland
$586K +$585K +2,481 New
S
535
SignatureFD
Georgia
$584K +$48.3K +205 +9%
PAG
536
Private Advisor Group
New Jersey
$582K +$27.3K +116 +5%
EWM
537
Evercore Wealth Management
New York
$567K +$27.6K +117 +5%
SYBT
538
Stock Yards Bank & Trust
Kentucky
$564K
BWM
539
Baron Wealth Management
Michigan
$561K +$2.36K +10 +0.4%
SM
540
STF Management
Texas
$560K +$335K +1,421 +150%
OTL
541
Oak Thistle LLC
New York
$553K -$334K -1,415 -38%
WPW
542
Waldron Private Wealth
Pennsylvania
$551K -$31.8K -135 -5%
YIA
543
YHB Investment Advisors
Connecticut
$550K +$280K +1,189 +100%
ICG
544
InterOcean Capital Group
Tennessee
$541K -$265K -1,123 -33%
SSWM
545
Strait & Sound Wealth Management
California
$540K
CA
546
Cetera Advisors
Colorado
$536K +$45.5K +193 +9%
W
547
WealthOne
New York
$535K
KPWS
548
Kestra Private Wealth Services
Texas
$535K +$83K +352 +18%
EBT
549
Enterprise Bank & Trust
Massachusetts
$534K -$68.4K -290 -11%
AG
550
Ascent Group
Virginia
$534K +$125K +529 +30%

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.