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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
PVM
601
Palogic Value Management
Texas
$407K -$7.07K -30 -2%
COI
602
Connable Office Inc
Michigan
$402K
AAM
603
Azzad Asset Management
Virginia
$395K -$150K -637 -28%
SWM
604
Spire Wealth Management
Virginia
$394K +$1.18K +5 +0.3%
SPA
605
Shore Point Advisors
New Jersey
$389K
MA
606
MJP Associates
Connecticut
$385K +$51.4K +218 +15%
BBA
607
Braun-Bostich & Associates
Pennsylvania
$383K +$383K +1,623 New
BRWA
608
B. Riley Wealth Advisors
Florida
$383K +$383K +1,623 New
PL
609
Perpetual Ltd
Australia
$383K -$477K -2,022 -56%
BFM
610
Boothbay Fund Management
New York
$382K -$83.7K -355 -18%
PPC
611
Park Place Capital
Alabama
$380K +$37K +157 +11%
Lido Advisors
612
Lido Advisors
California
$379K +$110K +466 +41%
MNBTD
613
Moody National Bank Trust Division
Texas
$378K -$29.9K -127 -7%
WP
614
WMS Partners
Maryland
$378K -$136K -577 -27%
CCM
615
Coldstream Capital Management
Washington
$377K -$7.54K -32 -2%
EFM
616
E Fund Management
China
$377K +$56.8K +241 +18%
NW
617
NewEdge Wealth
Pennsylvania
$376K +$58K +246 +18%
AAP
618
Arax Advisory Partners
Colorado
$371K +$234K +992 +172%
RP
619
Riverwater Partners
Wisconsin
$366K -$48.6K -206 -12%
CI
620
Cigna Investments
Connecticut
$363K -$61K -259 -14%
FCP
621
Fidelis Capital Partners
Florida
$363K +$18.4K +78 +5%
PWG
622
Portside Wealth Group
Utah
$358K +$42.9K +182 +14%
KIA
623
KLR Investment Advisors
Rhode Island
$356K -$10.8K -46 -2%
AF
624
Allworth Financial
California
$356K +$53.3K +226 +18%
Arrowstreet Capital
625
Arrowstreet Capital
Massachusetts
$355K +$354K +1,504 New

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.