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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
PPC
676
Park Place Capital
Alabama
$255K -$128K -540 -34%
HKIMG
677
Hutchens & Kramer Investment Management Group
Indiana
$255K +$28.2K +119 +13%
HCP
678
Holt Capital Partners
Texas
$251K
1WM
679
1858 Wealth Management
Ohio
$251K +$248K +1,049 New
LSAG
680
Lake Street Advisors Group
New Hampshire
$250K +$248K +1,047 New
EL
681
EWA LLC
Pennsylvania
$249K +$29.1K +123 +14%
EA
682
Emerald Advisers
Pennsylvania
$248K +$246K +1,038 New
CFG
683
Citizens Financial Group
Rhode Island
$248K +$29.6K +125 +14%
BGA
684
Battery Global Advisors
Massachusetts
$247K +$245K +1,035 New
PCIA
685
Prime Capital Investment Advisors
Kansas
$247K +$245K +1,034 New
SIA
686
Schechter Investment Advisors
Michigan
$245K -$71.5K -302 -23%
IAS
687
Insigneo Advisory Services
Florida
$241K -$76.2K -322 -24%
WPWM
688
Western Pacific Wealth Management
Illinois
$239K
TNB
689
Thomasville National Bank
Georgia
$237K
NAS
690
Nicolet Advisory Services
Wisconsin
$237K -$55.2K -233 -19%
FAIM
691
Financial Advocates Investment Management
Washington
$229K +$25.3K +107 +13%
RAG
692
RIA Advisory Group
Iowa
$225K +$258K +1,092 New
SP
693
Systematic Portfolios
New York
$221K +$219K +927 New
HCM
694
Heathbridge Capital Management
Ontario, Canada
$221K -$47.3K -200 -18%
CAM
695
Congress Asset Management
Massachusetts
$221K
VFA
696
Valeo Financial Advisors
Indiana
$220K +$15.6K +66 +8%
SHJ
697
Sharkey, Howes & Javer
Colorado
$220K
RZH
698
Relyea Zuckerberg Hanson
Connecticut
$220K -$18.5K -78 -8%
ACA
699
Aptus Capital Advisors
Alabama
$219K -$34.1K -144 -14%
OWA
700
Outlook Wealth Advisors
Texas
$216K +$214K +905 New

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.