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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
VAS
626
Vestmark Advisory Solutions
Massachusetts
$351K -$1.58M -6,707 -82%
PA
627
Procyon Advisors
Connecticut
$349K +$349K +1,479 New
SAM
628
Shell Asset Management
Netherlands
$348K +$19.3K +82 +6%
WTC
629
WhitTier Trust Company
Nevada
$340K -$3.3K -14 -1%
Empower Advisory Group
630
Empower Advisory Group
Colorado
$339K -$102K -433 -23%
ECM
631
ExodusPoint Capital Management
New York
$339K -$16M -67,842 -98%
NP
632
NorthRock Partners
Minnesota
$336K -$39.6K -168 -11%
BTWM
633
Baker Tilly Wealth Management
Wisconsin
$336K -$371K -1,576 -53%
DWT
634
Dorsey & Whitney Trust
South Dakota
$335K +$10.8K +46 +3%
CPW
635
Crestmont Private Wealth
Texas
$332K -$87.4K -371 -21%
AIM
636
Arcadia Investment Management
Michigan
$329K -$54.7K -232 -14%
CI Investments Inc
637
CI Investments Inc
Ontario, Canada
$328K +$236 +1 +0.1%
CGL
638
Clarius Group LLC
Washington
$327K -$81.1K -344 -20%
ALAM
639
Asahi Life Asset Management
Japan
$326K -$37.7K -160 -10%
Credit Agricole
640
Credit Agricole
France
$322K +$321K +1,364 New
PCP
641
Proficio Capital Partners
Massachusetts
$322K +$4.48K +19 +1%
Qube Research & Technologies (QRT)
642
Qube Research & Technologies (QRT)
United Kingdom
$318K -$52.8M -223,918 -99%
KWM
643
Kolinsky Wealth Management
New Jersey
$318K -$8.72K -37 -3%
RAM
644
Ramirez Asset Management
New York
$315K +$314K +1,334 New
SWP
645
Stratos Wealth Partners
Ohio
$315K +$83.4K +354 +36%
IAS
646
Insigneo Advisory Services
Florida
$314K -$1.41K -6 -0.4%
SIA
647
Schechter Investment Advisors
Michigan
$314K +$313K +1,328 New
WS
648
Wedbush Securities
California
$312K -$6.83K -29 -2%
IAN
649
Integrated Advisors Network
Texas
$309K -$236 -1 -0.1%
HCM
650
Hengehold Capital Management
Ohio
$307K

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.