We are live on ! Find out more
VRSK icon

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
HNB
551
Huntington National Bank
Ohio
$518K +$20.8K +88 +4%
NG
552
NWK Group
California
$518K
BBHC
553
Brown Brothers Harriman & Co
New York
$517K -$12.8K -54 -2%
CC
554
Centiva Capital
New York
$517K +$512K +2,163 New
OWA
555
One Wealth Advisors
California
$515K +$82.4K +348 +19%
AWM
556
Apollon Wealth Management
South Carolina
$512K +$2.13K +9 +0.4%
KPWS
557
Kestra Private Wealth Services
Texas
$509K -$32K -135 -6%
CT
558
ClearAlpha Technologies
Connecticut
$506K +$501K +2,117 New
HAG
559
HighPoint Advisor Group
Illinois
$499K +$510K +2,153 New
ICG
560
InterOcean Capital Group
Tennessee
$496K -$50.7K -214 -9%
QCG
561
Quadrant Capital Group
Ohio
$493K -$24.1K -102 -5%
DP
562
Dearborn Partners
Illinois
$489K
FFN
563
Focus Financial Network
Minnesota
$489K +$484K +2,046 New
VCM
564
Virtue Capital Management
Tennessee
$488K -$156K -659 -24%
SC
565
Saiph Capital
New Jersey
$485K +$57.3K +242 +14%
FA
566
FDx Advisors
Illinois
$477K -$338K -1,426 -42%
LAS
567
LWM Advisory Services
Florida
$477K -$12.5K -53 -3%
AT
568
Avalon Trust
New Mexico
$476K
HI
569
Horizon Investments
North Carolina
$472K -$22.7K -96 -5%
PA
570
Procyon Advisors
Connecticut
$472K +$118K +497 +34%
MSFS
571
Main Street Financial Solutions
Pennsylvania
$467K -$11.1K -47 -2%
KIA
572
KLR Investment Advisors
Rhode Island
$460K +$16.1K +68 +4%
TW
573
Transform Wealth
Colorado
$454K +$10.9K +46 +2%
SIG
574
Sky Investment Group
Connecticut
$453K -$7.1K -30 -2%
CC
575
Chicago Capital
Illinois
$453K

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.