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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
WS
551
Wedbush Securities
California
$332K -$40.9K -233 -11%
AWM
552
Apollon Wealth Management
South Carolina
$327K +$112K +640 +53%
CIC
553
Chilton Investment Company
Connecticut
$326K
EWA
554
EP Wealth Advisors
California
$324K +$323K +1,838 New
FA
555
FDx Advisors
Illinois
$318K -$33.2K -189 -9%
EFM
556
E Fund Management
China
$317K -$20.7K -118 -6%
AssetMark Inc
557
AssetMark Inc
California
$314K +$115K +655 +58%
HI
558
Horizon Investments
North Carolina
$314K -$818K -4,656 -72%
SC
559
Saiph Capital
New Jersey
$312K -$10.9K -62 -3%
QCG
560
Quadrant Capital Group
Ohio
$305K -$12.7K -72 -4%
MNBTD
561
Moody National Bank Trust Division
Texas
$305K
EWM
562
Endurance Wealth Management
Rhode Island
$304K +$13.2K +75 +5%
CGL
563
Clarius Group LLC
Washington
$304K +$22K +125 +8%
FMAEN1
564
Fund Management at Engine No 1
California
$304K +$37.8K +215 +14%
MIM
565
Meixler Investment Management
Arizona
$303K -$62.6K -356 -17%
KPWS
566
Kestra Private Wealth Services
Texas
$301K -$555K -3,157 -65%
COI
567
Connable Office Inc
Michigan
$300K
CA
568
Cetera Advisors
Colorado
$298K +$297K +1,689 New
HCM
569
Hengehold Capital Management
Ohio
$292K -$1.41K -8 -0.5%
PVM
570
Palogic Value Management
Texas
$292K +$291K +1,656 New
PPC
571
Park Place Capital
Alabama
$291K +$290K +1,652 New
SWP
572
Stratos Wealth Partners
Ohio
$289K -$26.9K -153 -9%
FP
573
Foundry Partners
Minnesota
$288K -$98.6K -561 -26%
EHWM
574
Eads & Heald Wealth Management
Georgia
$285K -$329K -1,874 -54%
HCM
575
Heathbridge Capital Management
Ontario, Canada
$278K -$74.7K -425 -21%

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.