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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
OWA
701
Opal Wealth Advisors
New York
$210K -$11.5K -49 -5%
EL
702
EWA LLC
Pennsylvania
$210K +$208K +882 New
FNBT
703
FineMark National Bank & Trust
Florida
$208K +$207K +879 New
CTC
704
Central Trust Company
Missouri
$205K
AA
705
Addison Advisors
Vermont
$204K +$8.01K +34 +4%
MW
706
Marcum Wealth
Ohio
$204K -$11.1K -47 -5%
OA
707
Operose Advisors
Wisconsin
$203K +$203K +861 New
EFS
708
Essex Financial Services
Connecticut
$203K +$203K +860 New
IIC
709
Integrated Investment Consultants
Michigan
$203K +$202K +858 New
FAIM
710
Financial Advocates Investment Management
Washington
$202K +$201K +854 New
VFA
711
Valeo Financial Advisors
Indiana
$202K +$201K +854 New
PWPS
712
Pinnacle Wealth Planning Services
Ohio
$201K +$201K +852 New
SPA
713
Sherbrooke Park Advisers
New York
$201K -$577K -2,449 -74%
PAA
714
Peregrine Asset Advisers
Oregon
$201K +$200K +849 New
TC
715
Telemus Capital
Michigan
$200K +$200K +847 New
BCM
716
Blume Capital Management
California
$199K -$4.71K -20 -2%
SIM
717
Sentry Investment Management
Wisconsin
$196K -$47.4K -201 -19%
DCM
718
Dupont Capital Management
Delaware
$193K -$7.34M -31,136 -97%
FHA
719
First Horizon Advisors
Tennessee
$188K
T
720
TOBAM
France
$180K -$35.6K -151 -17%
PAM
721
Paradigm Asset Management
New York
$165K
ST
722
Smithfield Trust
Pennsylvania
$162K
AIM
723
Acropolis Investment Management
Missouri
$158K +$4.95K +21 +3%
WBC
724
Westpac Banking Corp
Australia
$151K
HIA
725
Harbor Investment Advisory
Maryland
$134K

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.