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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
IPAM
651
ICICI Prudential Asset Management
India
$305K +$72.1K +306 +31%
FL
652
Fort LP
Maryland
$302K -$20.5K -87 -6%
MG
653
Meritage Group
California
$300K -$9.19K -39 -3%
NAS
654
Nicolet Advisory Services
Wisconsin
$299K +$18.1K +77 +7%
BL
655
Balentine LLC
Georgia
$298K +$20.3K +86 +7%
BWP
656
Balboa Wealth Partners
Arizona
$296K -$19.8K -84 -6%
FT
657
Fiduciary Trust
Massachusetts
$295K +$37.2K +158 +14%
LCM
658
Landscape Capital Management
New Jersey
$295K +$294K +1,248 New
TCM
659
Tandem Capital Management
New Jersey
$294K
CSI
660
Cross Staff Investments
New York
$293K
PGFC
661
Peapack-Gladstone Financial Corp
New Jersey
$292K -$16.3K -69 -5%
EF
662
Empowered Funds
Pennsylvania
$288K +$29.7K +126 +12%
MAM
663
Madison Asset Management
Wisconsin
$286K
UM
664
UniSuper Management
Australia
$283K
RIA
665
Regal Investment Advisors
Michigan
$282K +$25.7K +109 +10%
RFG
666
Range Financial Group
Oregon
$281K +$280K +1,189 New
CCM
667
Carlson Capital Management
Minnesota
$281K +$60.6K +257 +28%
BSI
668
Bennett Selby Investments
Maine
$277K
SFA
669
Sequoia Financial Advisors
Ohio
$270K +$9.9K +42 +4%
FP
670
Foundry Partners
Minnesota
$269K -$111K -471 -29%
AA
671
Apriem Advisors
California
$269K
BWP
672
BSW Wealth Partners
Colorado
$268K -$11.1K -47 -4%
HCM
673
Heathbridge Capital Management
Ontario, Canada
$266K -$11.8K -50 -4%
VSQM
674
V-Square Quantitative Management
Illinois
$265K +$204K +866 +337%
SC
675
Savant Capital
Illinois
$265K +$264K +1,121 New

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.