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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
TC
601
Telemus Capital
Michigan
$377K +$173K +731 +86%
GS
602
GTS Securities
New York
$376K -$86.2K -364 -19%
OIA
603
OneDigital Investment Advisors
Kansas
$373K +$370K +1,562 New
MA
604
MJP Associates
Connecticut
$371K -$18.2K -77 -5%
BAM
605
Blueshift Asset Management
New Jersey
$371K +$367K +1,552 New
NP
606
NorthRock Partners
Minnesota
$370K +$30.5K +129 +9%
RP
607
Riverwater Partners
Wisconsin
$370K
ALAM
608
Asahi Life Asset Management
Japan
$367K +$36.7K +155 +11%
AF
609
Allworth Financial
California
$363K +$2.84K +12 +0.8%
IWM
610
IHT Wealth Management
Illinois
$362K +$359K +1,517 New
CI
611
Cigna Investments
Connecticut
$361K -$5.68K -24 -2%
PCM
612
Penserra Capital Management
California
$357K -$68.2K -288 -16%
WTC
613
WhitTier Trust Company
Nevada
$356K +$12.3K +52 +4%
EF
614
Empowered Funds
Pennsylvania
$355K +$63.2K +267 +22%
UM
615
UniSuper Management
Australia
$355K +$67.5K +285 +24%
DWT
616
Dorsey & Whitney Trust
South Dakota
$351K +$12.8K +54 +4%
CI Investments Inc
617
CI Investments Inc
Ontario, Canada
$350K +$18.7K +79 +6%
KIA
618
Knollwood Investment Advisory
Maryland
$348K +$345K +1,458 New
EFM
619
E Fund Management
China
$345K -$36K -152 -10%
AAM
620
Advisors Asset Management
Colorado
$341K +$263K +1,113 +352%
GI
621
GAMMA Investing
California
$340K +$334K +1,409 New
PCP
622
Proficio Capital Partners
Massachusetts
$338K +$12.3K +52 +4%
IPAM
623
ICICI Prudential Asset Management
India
$336K +$27.7K +117 +9%
BL
624
Balentine LLC
Georgia
$334K +$31.7K +134 +11%
CPW
625
Crestmont Private Wealth
Texas
$330K -$6.39K -27 -2%

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.