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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
PGFC
651
Peapack-Gladstone Financial Corp
New Jersey
$295K
CP
652
CenterBook Partners
Connecticut
$293K +$290K +1,225 New
MAM
653
Madison Asset Management
Wisconsin
$289K
GWA
654
Gratus Wealth Advisors
Virginia
$286K +$283K +1,196 New
OC
655
Oarsman Capital
Wisconsin
$285K +$38.3K +162 +16%
BTWM
656
Baker Tilly Wealth Management
Wisconsin
$284K -$54.4K -230 -16%
BSI
657
Bennett Selby Investments
Maine
$280K
PE
658
Point72 Europe
United Kingdom
$278K +$276K +1,165 New
GBWM
659
Granite Bay Wealth Management
New Hampshire
$276K -$515K -2,175 -65%
AFG
660
Atomi Financial Group
New York
$275K +$273K +1,152 New
LSA
661
Leonteq Securities AG
Switzerland
$275K +$30.8K +130 +13%
WA
662
Wealth Alliance
New York
$274K +$11.1K +47 +4%
MA
663
Mutual Advisors
Nebraska
$273K +$271K +1,143 New
FP
664
Foundry Partners
Minnesota
$272K
AA
665
Apriem Advisors
California
$272K
BWP
666
BSW Wealth Partners
Colorado
$270K -$1.42K -6 -0.5%
VSQM
667
V-Square Quantitative Management
Illinois
$268K
FL
668
Fort LP
Maryland
$267K -$37.9K -160 -13%
Empower Advisory Group
669
Empower Advisory Group
Colorado
$264K -$78.1K -330 -23%
AC
670
AXQ Capital
New Jersey
$263K +$260K +1,100 New
CI
671
CX Institutional
Indiana
$261K -$2.13K -9 -0.8%
CIA
672
Choate Investment Advisors
Massachusetts
$259K
EWM
673
Evermay Wealth Management
Virginia
$257K +$473 +2 +0.2%
BFEC
674
Benjamin F. Edwards & Company
Missouri
$257K +$255K +1,076 New
KWM
675
Kolinsky Wealth Management
New Jersey
$257K -$64.2K -271 -20%

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.