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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
AP
576
Advisors Preferred
Maryland
$452K -$138K -583 -23%
PA
577
Parallel Advisors
California
$448K +$30.1K +127 +7%
CQS
578
Credential Qtrade Securities
$446K +$422K +1,784 +2,124%
CCA
579
Checchi Capital Advisers
California
$441K -$90.4K -382 -17%
DT
580
Diversified Trust
Tennessee
$439K -$3.55M -15,002 -89%
Lido Advisors
581
Lido Advisors
California
$435K +$51.1K +216 +13%
JF
582
Jump Financial
Illinois
$431K -$6.28M -26,529 -94%
FCP
583
Fidelis Capital Partners
Florida
$430K +$62.7K +265 +17%
CPIG
584
Chicago Partners Investment Group
Illinois
$429K -$5.21K -22 -1%
GLA
585
Great Lakes Advisors
Illinois
$426K -$3.08K -13 -0.7%
PVM
586
Palogic Value Management
Texas
$425K +$14.2K +60 +3%
ONB
587
Old National Bancorp
Indiana
$422K -$397K -1,678 -49%
WPC
588
Wedmont Private Capital
Pennsylvania
$418K -$17.3K -73 -4%
GWM
589
Gitterman Wealth Management
New Jersey
$418K -$44.7K -189 -10%
AAB
590
ABN AMRO Bank
Netherlands
$412K
CIC
591
Chilton Investment Company
Connecticut
$410K -$28.6K -121 -7%
EWA
592
EP Wealth Advisors
California
$406K -$60.1K -254 -13%
COI
593
Connable Office Inc
Michigan
$406K
SWP
594
Stratos Wealth Partners
Ohio
$399K +$79.8K +337 +25%
CCM
595
Coldstream Capital Management
Washington
$398K +$16.8K +71 +4%
Wolverine Trading
596
Wolverine Trading
Illinois
$395K +$392K +1,655 New
SPA
597
Shore Point Advisors
New Jersey
$393K
SWM
598
Spire Wealth Management
Virginia
$392K -$8.52K -36 -2%
PFBT
599
Parkside Financial Bank & Trust
Missouri
$391K +$162K +686 +72%
WP
600
WMS Partners
Maryland
$388K +$5.45K +23 +1%

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.