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Verisk Analytics

797 hedge funds and large institutions have $26.5B invested in Verisk Analytics in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 296 increasing their positions, 284 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 61

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

7% more capital invested

Capital invested by funds: $24.6B → $26.5B (+$1.84B)

1% more funds holding

Funds holding: 787797 (+10)

4% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 284

0.56% less ownership

Funds ownership: 89.63%89.07% (-0.56%)

45% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $19.5M

Holders
797
Holders Change
+10
Holders Change %
+1.27%
% of All Funds
12.7%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
86
Increased
296
Reduced
284
Closed
61
Calls
$10.6M
Puts
$19.5M
Net Calls
-$8.85M
Net Calls Change
-$4.61M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
626
Bridgefront Capital
Texas
$223K +$211K +1,163 New
KWM
627
Kolinsky Wealth Management
New Jersey
$221K -$36.2K -200 -15%
Simplex Trading
628
Simplex Trading
Illinois
$220K +$208K +1,148 New
AA
629
Apriem Advisors
California
$218K
FC
630
Financial Consulate
Maryland
$215K +$203K +1,120 New
T
631
TOBAM
France
$214K +$64.7K +357 +47%
YIA
632
YHB Investment Advisors
Connecticut
$212K +$200K +1,107 New
SFA
633
Sequoia Financial Advisors
Ohio
$212K +$200K +1,106 New
FT
634
Fiduciary Trust
Massachusetts
$210K +$198K +1,094 New
WA
635
Wealth Alliance
New York
$209K -$77.3K -427 -28%
EWM
636
Evermay Wealth Management
Virginia
$206K
CI
637
CX Institutional
Indiana
$206K +$195K +1,074 New
VF
638
Virtu Financial
New York
$205K +$193K +1,068 New
ABC
639
Associated Banc-Corp
Wisconsin
$204K +$193K +1,065 New
HCP
640
Holt Capital Partners
Texas
$201K +$190K +1,050 New
NAS
641
Nicolet Advisory Services
Wisconsin
$201K +$191K +1,057 New
FAM
642
Fenimore Asset Management
New York
$201K +$190K +1,047 New
SIM
643
Sentry Investment Management
Wisconsin
$198K -$2.17K -12 -1%
PFBT
644
Parkside Financial Bank & Trust
Missouri
$193K -$12.3K -68 -6%
PAM
645
Paradigm Asset Management
New York
$192K
WPWM
646
Western Pacific Wealth Management
Illinois
$192K
IPAM
647
ICICI Prudential Asset Management
India
$190K +$37.1K +205 +26%
HFM
648
Harvest Fund Management
China
$183K +$133K +735 +336%
BCM
649
Blume Capital Management
California
$175K -$5.61K -31 -3%
PCM
650
Penserra Capital Management
California
$169K -$3M -16,585 -95%

VRSK Hedge Fund Activity: Q1 2023 in Review

797 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q1 2023, worth a combined $26.5B — up 7.5% from $24.6B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new VRSK positions and 61 closed out — a net gain of 25 holders — while 296 added to existing stakes and 284 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $180M. The largest seller was JP Morgan Chase, cutting an estimated $450M.

  • 797 institutional investors held Verisk Analytics (VRSK) as of Q1 2023, up from 787 in Q4 2022.
  • Funds reported $26.5B of Verisk Analytics stock for Q1 2023, up 7.5% quarter-over-quarter.
  • 86 funds opened new Verisk Analytics positions in Q1 2023 and 61 closed out, a net change of +25 holders.
  • The largest Verisk Analytics buyer in Q1 2023 was Citadel Advisors, an estimated $180M added.
  • The largest Verisk Analytics seller in Q1 2023 was JP Morgan Chase, an estimated $450M sold.

Based on aggregated 13F filings for Q1 2023.