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Verisk Analytics

787 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 266 increasing their positions, 312 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 65

2% more funds holding

Funds holding: 773787 (+14)

1% more capital invested

Capital invested by funds: $24.3B → $24.6B (+$328M)

1.06% less ownership

Funds ownership: 90.69%89.63% (-1.1%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

15% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 312

30% less call options, than puts

Call options by funds: $9.95M | Put options by funds: $14.2M

Holders
787
Holders Change
+14
Holders Change %
+1.81%
% of All Funds
12.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
93
Increased
266
Reduced
312
Closed
65
Calls
$9.95M
Puts
$14.2M
Net Calls
-$4.24M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
651
Tradition Wealth Management
Minnesota
$67K +$176 +1 +0.3%
OWA
652
One Wealth Advisors
California
$65.8K +$65.5K +373 New
LWCFA
653
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$62.8K
FFA
654
Farther Finance Advisors
California
$62.1K +$61.9K +352 New
SSB
655
Sandy Spring Bank
Maryland
$61.7K
TFM
656
TFC Financial Management
Massachusetts
$60.9K
KFI
657
Key Financial Inc
Pennsylvania
$60.7K
AA
658
Ancora Advisors
Ohio
$60K
CSPIA
659
Cary Street Partners Investment Advisory
Virginia
$54.2K +$53.9K +307 New
HPC
660
HM Payson & Co
Maine
$53.6K +$703 +4 +1%
MA
661
Montag & Associates
Georgia
$52.9K
GWS
662
Glassman Wealth Services
Virginia
$50.6K -$351 -2 -0.7%
SOW
663
State of Wyoming
Wyoming
$49.6K +$49.4K +281 New
TWA
664
TCI Wealth Advisors
Arizona
$46.6K
HWA
665
Heritage Wealth Advisors
Virginia
$44.8K +$44.6K +254 New
IAIM
666
International Assets Investment Management
Florida
$44K +$3.51M +19,995 +13,885%
VNA
667
Valley National Advisers
Pennsylvania
$42K -$527 -3 -1%
CPG
668
Cornerstone Planning Group
New Jersey
$41.4K +$40.8K +232 New
CS
669
Comerica Securities
Michigan
$39.9K +$39.7K +226 New
C
670
Covestor
United Kingdom
$39K -$2.99K -17 -7%
HFM
671
Harvest Fund Management
China
$39K +$33K +188 +606%
BIA
672
Bell Investment Advisors
California
$39K -$1.05K -6 -3%
LS
673
Livforsakringsbolaget Skandia
Sweden
$38.4K
LC
674
Lindbrook Capital
California
$36.9K -$11.2K -64 -23%
KSWA
675
Kathleen S. Wright Associates
Pennsylvania
$35K

VRSK Hedge Fund Activity: Q4 2022 in Review

787 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2022, worth a combined $24.6B — up 1.3% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new VRSK positions and 65 closed out — a net gain of 28 holders — while 266 added to existing stakes and 312 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $472M. The largest seller was AKRE Capital Management, cutting an estimated $426M.

  • 787 institutional investors held Verisk Analytics (VRSK) as of Q4 2022, up from 773 in Q3 2022.
  • Funds reported $24.6B of Verisk Analytics stock for Q4 2022, up 1.3% quarter-over-quarter.
  • 93 funds opened new Verisk Analytics positions in Q4 2022 and 65 closed out, a net change of +28 holders.
  • The largest Verisk Analytics buyer in Q4 2022 was Morgan Stanley, an estimated $472M added.
  • The largest Verisk Analytics seller in Q4 2022 was AKRE Capital Management, an estimated $426M sold.

Based on aggregated 13F filings for Q4 2022.