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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
GRP
701
Global Retirement Partners
California
$17.5K -$2.28K -13 -12%
BHWM
702
Beaird Harris Wealth Management
Texas
$16.2K +$16.2K +92 New
FCA
703
FinTrust Capital Advisors
South Carolina
$16.1K
PO
704
Private Ocean
California
$15.9K +$15.8K +90 New
TFS
705
TrustCore Financial Services
Tennessee
$15.5K
CFO
706
CVA Family Office
Colorado
$15K
PI
707
PineBridge Investments
New York
$14.5K
FFL
708
Financial Freedom LLC
Ohio
$14.5K +$14.4K +82 New
MCM
709
MV Capital Management
Maryland
$13.6K +$1.05K +6 +8%
TFGT
710
TS Financial Group (TSFG)
Illinois
$13K
HCP
711
Hexagon Capital Partners
Arkansas
$12.7K
AF
712
Advisornet Financial
Minnesota
$12.5K -$15.1K -86 -55%
AWM
713
Abound Wealth Management
Tennessee
$12.4K -$5.62K -32 -31%
EARNEST Partners
714
EARNEST Partners
Georgia
$10.9K
GEA
715
Glen Eagle Advisors
New Jersey
$10.8K
EWA
716
EverSource Wealth Advisors
Alabama
$10.8K -$2.99K -17 -22%
AFS
717
Annapolis Financial Services
Maryland
$10.8K -$6.33K -36 -37%
SWA
718
Sutton Wealth Advisors
Florida
$10.8K -$176 -1 -2%
FGAM
719
Financial Gravity Asset Management
Texas
$10.3K -$480K -2,731 -94%
BWA
720
BDO Wealth Advisors
Florida
$10.1K
JWA
721
JFS Wealth Advisors
Pennsylvania
$9.53K -$2.28K -13 -19%
SC
722
Schubert & Co
Texas
$9.17K -$1.76K -10 -16%
KFS
723
Kelly Financial Services
Massachusetts
$9.05K
CSB
724
City State Bank
Iowa
$9K
GWM
725
Geneos Wealth Management
Colorado
$8.64K

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.