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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
JWM
726
Janiczek Wealth Management
Colorado
$132K +$2.59K +11 +2%
SPIA
727
Steward Partners Investment Advisory
New York
$132K +$8.72K +37 +7%
CUAMC
728
China Universal Asset Management Company
China
$128K +$88.9K +377 +231%
BEI
729
Benjamin Edwards Inc
Missouri
$122K +$236 +1 +0.2%
CSPIA
730
Cary Street Partners Investment Advisory
Virginia
$118K +$38.4K +163 +48%
AA
731
Alta Advisers
United Kingdom
$118K
HT
732
Headlands Technologies
Illinois
$117K -$287K -1,216 -71%
MAM
733
Magellan Asset Management
Australia
$115K
HAS
734
HBW Advisory Services
California
$115K -$1.18K -5 -1%
MCM
735
MV Capital Management
Maryland
$103K +$70.2K +298 +218%
QL
736
Quarry LP
New York
$94.7K +$35.1K +149 +59%
RFG
737
RFP Financial Group
Georgia
$94.5K
TWM
738
Tradition Wealth Management
Minnesota
$90K +$236 +1 +0.3%
KFI
739
Key Financial Inc
Pennsylvania
$88.8K
TFM
740
TFC Financial Management
Massachusetts
$82.2K
HPC
741
HM Payson & Co
Maine
$78.2K +$7.31K +31 +10%
LC
742
Lindbrook Capital
California
$77.7K +$14.1K +60 +22%
LWCFA
743
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$76.1K
AAM
744
Advisors Asset Management
Colorado
$74.7K +$74.5K +316 New
MPWT
745
MassMutual Private Wealth & Trust
Connecticut
$74.2K +$16.5K +70 +29%
MA
746
Montag & Associates
Georgia
$70.9K
CYG
747
Clean Yield Group
Vermont
$61.4K
BTI
748
Blue Trust Inc
Georgia
$61K +$33.9K +144 +117%
SSB
749
Sandy Spring Bank
Maryland
$59.1K
VAG
750
VisionPoint Advisory Group
Texas
$57.9K +$57.7K +245 New

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.