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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
GBT
676
Grove Bank & Trust
Florida
$34K +$33.6K +191 New
Loomis, Sayles & Company
677
Loomis, Sayles & Company
Massachusetts
$33K +$18.6K +106 +134%
PTC
678
Private Trust Company
Ohio
$32K
SIC
679
Salem Investment Counselors
North Carolina
$30.3K
RTC
680
Riverview Trust Company
Washington
$30K
CDIA
681
Capital Directions Investment Advisors
Georgia
$30K +$29.9K +170 New
MCC
682
Money Concepts Capital
Florida
$29.8K +$2.64K +15 +10%
CT
683
Clearstead Trust
Maine
$29K
WB
684
Webster Bank
Connecticut
$29K
FA
685
Fiduciary Alliance
South Carolina
$28.4K +$28.3K +161 New
HI
686
Harbour Investments
Wisconsin
$24.7K +$3.69K +21 +18%
BAAM
687
Baker Avenue Asset Management
California
$23.8K +$23.7K +135 New
CCA
688
Catalyst Capital Advisors
New York
$21.5K -$527 -3 -2%
PWMG
689
Prestige Wealth Management Group
New Jersey
$20.8K -$1.41K -8 -6%
AWM
690
Accurate Wealth Management
Florida
$19.6K +$18.8K +107 New
FMP
691
Financial Management Professionals
Texas
$19K -$2.99K -17 -13%
MPWT
692
MassMutual Private Wealth & Trust
Connecticut
$19K +$3.87K +22 +26%
ATC
693
Adirondack Trust Company
New York
$18.5K
BCWM
694
Bartlett & Co Wealth Management
Ohio
$18.3K -$2.81K -16 -13%
ZB
695
Zions Bancorporation
Utah
$18.3K +$10.2K +58 +126%
BC
696
Bartlett & Co
Ohio
$18K -$2.81K -16 -13%
Jones Financial Companies
697
Jones Financial Companies
Missouri
$18K +$5.8K +33 +46%
FMII
698
Farmers & Merchants Investments Inc
Nebraska
$17.8K
SBL
699
Sargent Bickham Lagudis
Colorado
$17.6K
CT
700
Colonial Trust
South Carolina
$17.6K +$17.4K +99 New

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.