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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
AFT
701
Alpha Family Trust
California
$216K
RCAG
702
Rehmann Capital Advisory Group
Michigan
$216K +$214K +902 New
USCWA
703
U.S. Capital Wealth Advisors
Texas
$214K -$2.84K -12 -1%
AA
704
Addison Advisors
Vermont
$211K +$4.5K +19 +2%
FNBT
705
FineMark National Bank & Trust
Florida
$209K -$1.18K -5 -0.6%
WAG
706
Winthrop Advisory Group
Massachusetts
$209K -$4.26K -18 -2%
OWA
707
Opal Wealth Advisors
New York
$209K -$4.26K -18 -2%
TCOTS
708
Trust Company of the South
North Carolina
$208K +$206K +871 New
CTC
709
Central Trust Company
Missouri
$207K
EFS
710
Essex Financial Services
Connecticut
$207K +$1.42K +6 +0.7%
HT
711
Headlands Technologies
Illinois
$206K +$86.6K +366 +74%
IIC
712
Integrated Investment Consultants
Michigan
$205K
CIA
713
Concurrent Investment Advisors
Florida
$204K +$203K +856 New
ECM
714
Evergreen Capital Management
Washington
$204K +$202K +854 New
PWPS
715
Pinnacle Wealth Planning Services
Ohio
$203K -$237 -1 -0.1%
PAA
716
Peregrine Asset Advisers
Oregon
$203K
BCM
717
Blume Capital Management
California
$195K -$5.92K -25 -3%
CA
718
Clearstead Advisors
Ohio
$192K -$226K -953 -54%
FHA
719
First Horizon Advisors
Tennessee
$190K
SPIA
720
Steward Partners Investment Advisory
New York
$185K +$51.4K +217 +39%
SIM
721
Sentry Investment Management
Wisconsin
$179K -$19.2K -81 -10%
ST
722
Smithfield Trust
Pennsylvania
$175K +$10.2K +43 +6%
HIIFS
723
Harel Insurance Investments & Financial Services
Israel
$170K -$59.9K -253 -26%
PAM
724
Paradigm Asset Management
New York
$167K
MCM
725
MV Capital Management
Maryland
$160K +$55.6K +235 +54%

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.