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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
QI
526
Qtron Investments
Massachusetts
$624K +$127K +535 +26%
SCA
527
Snowden Capital Advisors
New York
$620K -$14K -59 -2%
AG
528
Ascent Group
Virginia
$608K +$45.5K +192 +8%
SM
529
STF Management
Texas
$587K +$20.6K +87 +4%
SFA
530
Sequoia Financial Advisors
Ohio
$587K +$311K +1,315 +115%
S
531
SignatureFD
Georgia
$585K -$5.92K -25 -1%
DG
532
DMC Group
Alabama
$578K +$38.1K +161 +7%
MAS
533
Meeder Advisory Services
Ohio
$566K +$30.3K +128 +6%
BWM
534
Baron Wealth Management
Michigan
$563K -$3.79K -16 -0.7%
SYBT
535
Stock Yards Bank & Trust
Kentucky
$563K -$6.87K -29 -1%
HFM
536
Harvest Fund Management
China
$562K -$159K -670 -22%
TI
537
Tidal Investments
Wisconsin
$560K +$73.6K +311 +15%
TCM
538
Teza Capital Management
Illinois
$560K +$555K +2,344 New
WPW
539
Waldron Private Wealth
Pennsylvania
$559K +$1.89K +8 +0.3%
EWM
540
Evercore Wealth Management
New York
$545K -$27.7K -117 -5%
SSWM
541
Strait & Sound Wealth Management
California
$541K
NCFG
542
New Century Financial Group
New Jersey
$540K +$535K +2,261 New
EBT
543
Enterprise Bank & Trust
Massachusetts
$540K
HWM
544
HB Wealth Management
Georgia
$538K +$35K +148 +7%
KCM
545
Kathmere Capital Management
Pennsylvania
$526K +$102K +431 +24%
Northwestern Mutual Wealth Management
546
Northwestern Mutual Wealth Management
Wisconsin
$524K +$41.7K +176 +9%
DAS
547
Dynamic Advisor Solutions
Arizona
$523K -$2.6K -11 -0.5%
AWM
548
Axxcess Wealth Management
California
$523K -$170K -720 -25%
CAAS
549
Capital Asset Advisory Services
Michigan
$523K -$145K -611 -22%
PL
550
Perpetual Ltd
Australia
$522K +$134K +567 +35%

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.