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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
FRM
576
Fox Run Management
Connecticut
$473K -$331K -1,405 -41%
AT
577
Avalon Trust
New Mexico
$470K
MG
578
Mather Group
Illinois
$468K +$467K +1,980 New
BPA
579
Beacon Pointe Advisors
California
$467K +$125K +531 +37%
EWA
580
EP Wealth Advisors
California
$462K -$5.25M -22,257 -92%
UFF
581
USA Financial Formulas
Michigan
$459K +$457K +1,941 New
GS
582
GTS Securities
New York
$458K +$457K +1,937 New
GWM
583
Gitterman Wealth Management
New Jersey
$458K +$456K +1,936 New
WPC
584
Wedmont Private Capital
Pennsylvania
$457K +$77.8K +330 +21%
SIG
585
Sky Investment Group
Connecticut
$455K -$35.4K -150 -7%
CC
586
Chicago Capital
Illinois
$448K
TW
587
Transform Wealth
Colorado
$439K -$64.1K -272 -13%
CIC
588
Chilton Investment Company
Connecticut
$434K
EGM
589
Engineers Gate Manager
New York
$431K +$124K +526 +41%
OWA
590
One Wealth Advisors
California
$428K +$427K +1,810 New
GLA
591
Great Lakes Advisors
Illinois
$425K -$1.04M -4,415 -71%
AI
592
AdvisorShares Investments
Maryland
$423K -$57.5K -244 -12%
SC
593
Saiph Capital
New Jersey
$423K -$14.6K -62 -3%
PCM
594
Penserra Capital Management
California
$421K -$83K -352 -16%
KCM
595
Kathmere Capital Management
Pennsylvania
$418K +$94.3K +400 +29%
PRC
596
Pearl River Capital
Michigan
$416K -$1.22M -5,169 -75%
CA
597
Clearstead Advisors
Ohio
$415K +$227K +962 +121%
PA
598
Parallel Advisors
California
$414K -$3.06K -13 -0.7%
CPIG
599
Chicago Partners Investment Group
Illinois
$409K -$5.18K -22 -1%
AAB
600
ABN AMRO Bank
Netherlands
$407K

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.