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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
DG
551
DMC Group
Alabama
$533K +$29.2K +124 +6%
DAS
552
Dynamic Advisor Solutions
Arizona
$532K +$22.9K +97 +5%
MAS
553
Meeder Advisory Services
Ohio
$529K -$103K -435 -16%
CCA
554
Checchi Capital Advisers
California
$527K -$60.3K -256 -10%
1832 Asset Management
555
1832 Asset Management
Ontario, Canada
$526K +$28K +119 +6%
BBHC
556
Brown Brothers Harriman & Co
New York
$524K -$123K -523 -19%
MM
557
MQS Management
New York
$515K +$514K +2,182 New
NG
558
NWK Group
California
$512K
QCG
559
Quadrant Capital Group
Ohio
$511K +$30.6K +130 +6%
LNC
560
Lincoln National Corp
Pennsylvania
$509K -$83.2K -353 -14%
AWM
561
Apollon Wealth Management
South Carolina
$505K +$206K +872 +69%
EI
562
Ellevest Inc
New York
$501K -$225K -956 -31%
CCIA
563
Campbell & Co Investment Adviser
Maryland
$499K +$498K +2,111 New
HWM
564
HB Wealth Management
Georgia
$497K +$71.2K +302 +17%
HNB
565
Huntington National Bank
Ohio
$492K -$11.1K -47 -2%
QI
566
Qtron Investments
Massachusetts
$490K +$71.2K +302 +17%
FMAEN1
567
Fund Management at Engine No 1
California
$490K +$44.8K +190 +10%
HI
568
Horizon Investments
North Carolina
$490K -$32.5K -138 -6%
CFSG
569
Community Financial Services Group
Vermont
$490K +$489K +2,073 New
LAS
570
LWM Advisory Services
Florida
$484K
DP
571
Dearborn Partners
Illinois
$484K -$2.36K -10 -0.5%
TI
572
Tidal Investments
Wisconsin
$481K +$109K +463 +29%
BA
573
Bridgewater Associates
Connecticut
$480K +$479K +2,033 New
Northwestern Mutual Wealth Management
574
Northwestern Mutual Wealth Management
Wisconsin
$477K -$471 -2 -0.1%
MSFS
575
Main Street Financial Solutions
Pennsylvania
$474K -$23.6K -100 -5%

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.