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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
Bank Julius Baer & Co
51
Bank Julius Baer & Co
Switzerland
$124M +$8.96M +38,033 +8%
UIM
52
USS Investment Management
United Kingdom
$119M +$111M +472,196 +1,593%
Mackenzie Financial
53
Mackenzie Financial
Ontario, Canada
$116M -$21.7M -91,938 -16%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$111M -$22.6M -95,963 -17%
Swiss National Bank
55
Swiss National Bank
Switzerland
$110M -$13.2M -56,100 -11%
American Century Companies
56
American Century Companies
Missouri
$108M -$14.5M -61,433 -12%
RP
57
Riverbridge Partners
Minnesota
$101M -$32.7M -138,777 -25%
William Blair & Company
58
William Blair & Company
Illinois
$95.4M -$1.88M -7,968 -2%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$92.8M +$21.9M +93,082 +31%
RJA
60
Raymond James & Associates
Florida
$92.5M +$587K +2,489 +0.6%
Wellington Management Group
61
Wellington Management Group
Massachusetts
$92M -$15.3M -64,982 -14%
Barclays
62
Barclays
United Kingdom
$91.9M +$10M +42,511 +12%
TCM
63
TimesSquare Capital Management
New York
$85.8M -$4.83M -20,483 -5%
Sumitomo Mitsui Trust Group
64
Sumitomo Mitsui Trust Group
Japan
$85.5M -$1.24M -5,256 -1%
Macquarie Group
65
Macquarie Group
Australia
$83.8M -$617K -2,616 -0.7%
SIMG
66
Stephens Investment Management Group
Texas
$81.9M +$985K +4,180 +1%
Wells Fargo
67
Wells Fargo
California
$80.2M -$6.02M -25,543 -7%
Public Employees Retirement Association of Colorado
68
Public Employees Retirement Association of Colorado
Colorado
$75.6M -$2.51M -10,639 -3%
Citadel Advisors
69
Citadel Advisors
Florida
$75.5M -$165M -701,423 -69%
Federated Hermes
70
Federated Hermes
Pennsylvania
$73.8M +$41.8M +177,391 +131%
Ensign Peak Advisors
71
Ensign Peak Advisors
Utah
$71.9M -$600K -2,544 -0.8%
VOYA Investment Management
72
VOYA Investment Management
Georgia
$70.4M +$3.24M +13,737 +5%
Natixis Advisors
73
Natixis Advisors
Massachusetts
$69.7M +$2.88M +12,238 +4%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$69.5M -$40.3K -171 -0.1%
Ameriprise
75
Ameriprise
Minnesota
$68.7M -$8.78M -37,244 -11%

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.