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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
PA
576
Parallel Advisors
California
$271K +$176 +1 +0.1%
BPA
577
Beacon Pointe Advisors
California
$270K -$92.6K -527 -26%
CCM
578
Coldstream Capital Management
Washington
$268K +$267K +1,518 New
WA
579
Wealth Alliance
New York
$267K +$2.64K +15 +1%
OWM
580
OneAscent Wealth Management
Alabama
$267K +$1.05K +6 +0.4%
QIM
581
Quantitative Investment Management
Virginia
$264K -$1.38M -7,849 -84%
UCFA
582
United Capital Financial Advisors
Texas
$262K -$68.9K -392 -21%
TFS
583
Thoroughbred Financial Services
Tennessee
$259K -$28.1K -160 -10%
IEFM
584
IQ EQ Fund Management
Ireland
$259K +$258K +1,467 New
HWM
585
HB Wealth Management
Georgia
$259K +$19.7K +112 +8%
MG
586
Meritage Group
California
$256K +$255K +1,450 New
SPA
587
Shore Point Advisors
New Jersey
$255K
MFG
588
Merit Financial Group
Georgia
$251K +$250K +1,425 New
BCMIO
589
Beacon Capital Management Inc (Ohio)
Ohio
$251K
BG
590
Bahl & Gaynor
Ohio
$248K -$650K -3,701 -72%
Verition Fund Management
591
Verition Fund Management
Connecticut
$246K -$506K -2,881 -67%
OFS
592
OneAscent Financial Services
Alabama
$245K +$15.6K +89 +7%
FC
593
FORA Capital
Florida
$245K +$244K +1,386 New
WTC
594
WhitTier Trust Company
Nevada
$243K +$2.11K +12 +0.9%
CPW
595
Crestmont Private Wealth
Texas
$243K +$242K +1,376 New
PCP
596
Proficio Capital Partners
Massachusetts
$239K +$703 +4 +0.3%
KWM
597
Kolinsky Wealth Management
New Jersey
$238K +$12.7K +72 +6%
TWI
598
Thomas White International
Illinois
$236K +$50.4K +287 +27%
PGFC
599
Peapack-Gladstone Financial Corp
New Jersey
$234K +$703 +4 +0.3%
IIC
600
Integrated Investment Consultants
Michigan
$230K -$176 -1 -0.1%

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.