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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
NICM
726
Neo Ivy Capital Management
New York
$160K +$159K +670 New
AIM
727
Acropolis Investment Management
Missouri
$159K -$237 -1 -0.1%
HIA
728
Harbor Investment Advisory
Maryland
$159K +$23.7K +100 +18%
T
729
TOBAM
France
$152K -$29.6K -125 -16%
JFGIW
730
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$149K +$147K +623 New
JWM
731
Janiczek Wealth Management
Colorado
$133K -$473 -2 -0.4%
PAS
732
Point72 Asia (Singapore)
Singapore
$126K +$125K +529 New
BEI
733
Benjamin Edwards Inc
Missouri
$123K +$473 +2 +0.4%
AA
734
Alta Advisers
United Kingdom
$119K
SNB
735
Security National Bank
Nebraska
$119K +$118K +500 New
HAS
736
HBW Advisory Services
California
$117K
MAM
737
Magellan Asset Management
Australia
$116K
RFG
738
RFP Financial Group
Georgia
$103K +$7.34K +31 +8%
VIA
739
Virtus Investment Advisers
Connecticut
$98.4K +$97.5K +412 New
SAM
740
Smartleaf Asset Management
Massachusetts
$95.2K +$94.9K +401 New
WTG
741
West Tower Group
Virginia
$91.7K +$90.9K +384 New
LC
742
Lindbrook Capital
California
$91.5K +$12.8K +54 +16%
TWM
743
Tradition Wealth Management
Minnesota
$91K
BTI
744
Blue Trust Inc
Georgia
$91K +$27.9K +118 +44%
KFI
745
Key Financial Inc
Pennsylvania
$89.8K
SOW
746
State of Wyoming
Wyoming
$86.5K +$56.3K +238 +192%
MA
747
Montag & Associates
Georgia
$86K +$14.2K +60 +20%
LS
748
Livforsakringsbolaget Skandia
Sweden
$85.8K +$33.4K +141 +65%
RIM
749
Rakuten Investment Management
Japan
$85.3K +$85K +359 New
IA
750
IFP Advisors
Florida
$83.4K +$31.5K +133 +62%

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.