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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
BPA
626
Beacon Pointe Advisors
California
$326K -$146K -615 -31%
AIM
627
Arcadia Investment Management
Michigan
$325K -$7.58K -32 -2%
NW
628
NewEdge Wealth
Pennsylvania
$324K -$54.9K -232 -15%
PWG
629
Portside Wealth Group
Utah
$323K -$38.1K -161 -11%
RIA
630
Regal Investment Advisors
Michigan
$321K +$35.5K +150 +13%
BBA
631
Braun-Bostich & Associates
Pennsylvania
$320K -$67K -283 -17%
SC
632
Savant Capital
Illinois
$319K +$50.9K +215 +19%
MG
633
Meritage Group
California
$319K +$15.2K +64 +5%
CCM
634
Carlson Capital Management
Minnesota
$319K +$34.8K +147 +12%
RAM
635
Ramirez Asset Management
New York
$319K
WS
636
Wedbush Securities
California
$315K
IAN
637
Integrated Advisors Network
Texas
$312K +$237 +1 +0.1%
RFG
638
Range Financial Group
Oregon
$312K +$28.2K +119 +10%
EFI
639
EHP Funds Inc
Canada
$311K +$308K +1,300 New
HCM
640
Hengehold Capital Management
Ohio
$310K
CGL
641
Clarius Group LLC
Washington
$309K -$22.3K -94 -7%
KA
642
Kintegral Advisory
New York
$308K +$306K +1,291 New
MG
643
Mather Group
Illinois
$303K -$169K -712 -36%
A
644
AlphaQuest
New York
$300K +$298K +1,257 New
BRWA
645
B. Riley Wealth Advisors
Florida
$299K -$87.6K -370 -23%
FT
646
Fiduciary Trust
Massachusetts
$299K
TCM
647
Tandem Capital Management
New Jersey
$297K
WBC
648
Westpac Banking Corp
Australia
$297K +$143K +605 +95%
CSI
649
Cross Staff Investments
New York
$296K
VAS
650
Vestmark Advisory Solutions
Massachusetts
$296K -$58.7K -248 -17%

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.