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Verisk Analytics

787 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 266 increasing their positions, 312 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 65

2% more funds holding

Funds holding: 773787 (+14)

1% more capital invested

Capital invested by funds: $24.3B → $24.6B (+$328M)

1.06% less ownership

Funds ownership: 90.69%89.63% (-1.1%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

15% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 312

30% less call options, than puts

Call options by funds: $9.95M | Put options by funds: $14.2M

Holders
787
Holders Change
+14
Holders Change %
+1.81%
% of All Funds
12.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
93
Increased
266
Reduced
312
Closed
65
Calls
$9.95M
Puts
$14.2M
Net Calls
-$4.24M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
751
Moisand Fitzgerald Tamayo
Florida
$3.88K +$3.87K +22 New
SIC
752
SJS Investment Consulting
Ohio
$3.18K +$1.58K +9 +100%
AAMU
753
AEGON Asset Management (UK)
United Kingdom
$3K
DIP
754
DT Investment Partners
Pennsylvania
$2.65K
SWA
755
SOA Wealth Advisors
New York
$2.65K
SCA
756
Stonebridge Capital Advisors
Minnesota
$2.47K
IAA
757
Independent Advisor Alliance
North Carolina
$2.32K +$536K +3,049 +30%
DI
758
Disciplined Investments
Oklahoma
$1.94K -$527 -3 -21%
SC
759
SouthState Corp
Florida
$1.76K +$1.76K +10 New
BBPWM
760
Blue Bell Private Wealth Management
Pennsylvania
$1.59K
BWM
761
BerganKDV Wealth Management
Minnesota
$1.41K -$176 -1 -11%
AWM
762
Avior Wealth Management
Nebraska
$1.41K
MYAM
763
Meiji Yasuda Asset Management
Japan
$1.12K -$177K -1,006 -14%
MPCL
764
My Personal CFO LLC
Washington
$1.06K +$1.05K +6 New
NSIM
765
North Star Investment Management
Illinois
$1.06K +$1.05K +6 New
RBC
766
Romano Brothers & Co
Illinois
$1.06K +$1.05K +6 New
BAM
767
Bellevue Asset Management
Washington
$1.05K
ANBT
768
American National Bank & Trust
Texas
$1K -$1.23K -7 -70%
ADL
769
Asset Dedication LLC
California
$1K
AW
770
Avion Wealth
Texas
$1K
BWM
771
Baystate Wealth Management
Massachusetts
$1K
TFA
772
Transamerica Financial Advisors
Florida
$1K
ST
773
Sageworth Trust
Pennsylvania
$1K +$703 +4 New
ECM
774
Everence Capital Management
Indiana
$891 +$354K +2,015 +66%
CWC
775
Carolinas Wealth Consulting
North Carolina
$882

VRSK Hedge Fund Activity: Q4 2022 in Review

787 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2022, worth a combined $24.6B — up 1.3% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new VRSK positions and 65 closed out — a net gain of 28 holders — while 266 added to existing stakes and 312 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $472M. The largest seller was AKRE Capital Management, cutting an estimated $426M.

  • 787 institutional investors held Verisk Analytics (VRSK) as of Q4 2022, up from 773 in Q3 2022.
  • Funds reported $24.6B of Verisk Analytics stock for Q4 2022, up 1.3% quarter-over-quarter.
  • 93 funds opened new Verisk Analytics positions in Q4 2022 and 65 closed out, a net change of +28 holders.
  • The largest Verisk Analytics buyer in Q4 2022 was Morgan Stanley, an estimated $472M added.
  • The largest Verisk Analytics seller in Q4 2022 was AKRE Capital Management, an estimated $426M sold.

Based on aggregated 13F filings for Q4 2022.