We are live on ! Find out more
VRSK icon

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
AF
601
Allworth Financial
California
$227K -$13.5K -77 -6%
AC
602
ASB Consultores
Florida
$226K -$70.1K -399 -24%
NP
603
NorthRock Partners
Minnesota
$225K +$224K +1,277 New
ONB
604
Old National Bancorp
Indiana
$224K
AG
605
Ascent Group
Virginia
$221K +$3.51K +20 +2%
NW
606
NewEdge Wealth
Pennsylvania
$220K -$26.2K -149 -11%
TCM
607
Tandem Capital Management
New Jersey
$220K +$703 +4 +0.3%
SWM
608
Spire Wealth Management
Virginia
$219K +$11.2K +64 +5%
CSI
609
Cross Staff Investments
New York
$219K
MAM
610
Madison Asset Management
Wisconsin
$213K -$157K -894 -42%
IAN
611
Integrated Advisors Network
Texas
$210K -$39.2K -223 -16%
BSI
612
Bennett Selby Investments
Maine
$207K +$206K +1,172 New
VFA
613
Valeo Financial Advisors
Indiana
$206K +$206K +1,170 New
BTI
614
Blue Trust Inc
Georgia
$205K +$107K +607 +102%
UF
615
Univest Financial
Pennsylvania
$201K +$200K +1,138 New
AA
616
Apriem Advisors
California
$201K +$200K +1,137 New
KTC
617
Kistler-Tiffany Companies
Pennsylvania
$199K +$174K +992 +729%
CI Investments Inc
618
CI Investments Inc
Ontario, Canada
$193K +$43.8K +249 +29%
PFBT
619
Parkside Financial Bank & Trust
Missouri
$190K +$20.4K +116 +12%
EWM
620
Evermay Wealth Management
Virginia
$190K
SIM
621
Sentry Investment Management
Wisconsin
$184K -$5.8K -33 -3%
CCM
622
Copeland Capital Management
Pennsylvania
$182K
AAM
623
Advisors Asset Management
Colorado
$179K -$307K -1,748 -63%
PAM
624
Paradigm Asset Management
New York
$176K
WPWM
625
Western Pacific Wealth Management
Illinois
$176K

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.