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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
CFD
751
Creative Financial Designs
Indiana
$53.2K
CPG
752
Cornerstone Planning Group
New Jersey
$51.7K +$471 +2 +0.9%
LS
753
Livforsakringsbolaget Skandia
Sweden
$51.5K
IA
754
IFP Advisors
Florida
$51K -$116K -492 -69%
NS
755
NBC Securities
Alabama
$50K +$50K +212 New
BIA
756
Bell Investment Advisors
California
$47.5K
GBT
757
Grove Bank & Trust
Florida
$45.1K -$2.36K -10 -5%
AA
758
Ancora Advisors
Ohio
$45K
MCM
759
Manchester Capital Management
Vermont
$44.4K +$37K +157 +506%
GWS
760
Glassman Wealth Services
Virginia
$43.9K
HWM
761
HighMark Wealth Management
Minnesota
$43K
EWA
762
EverSource Wealth Advisors
Alabama
$41.6K -$11.3K -48 -21%
SIC
763
Salem Investment Counselors
North Carolina
$40.6K
RTC
764
Riverview Trust Company
Washington
$40.2K
CT
765
Clearstead Trust
Maine
$39.5K
NC
766
NewSquare Capital
Pennsylvania
$39.5K +$39.4K +167 New
WB
767
Webster Bank
Connecticut
$38.3K
HWA
768
Heritage Wealth Advisors
Virginia
$37.1K
Capstone Investment Advisors
769
Capstone Investment Advisors
New York
$36.1K +$12.5K +53 +53%
DFA
770
DHJJ Financial Advisors
Illinois
$35.4K +$35.4K +150 New
FFA
771
Farther Finance Advisors
California
$35.2K +$6.83K +29 +24%
Group One Trading
772
Group One Trading
Illinois
$35K -$128K -541 -79%
PTC
773
Private Trust Company
Ohio
$34K
GWM
774
Geneos Wealth Management
Colorado
$29.3K
SOW
775
State of Wyoming
Wyoming
$29.3K +$29.2K +124 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.