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Verisk Analytics
VRSK

797 hedge funds and large institutions have $26.5B invested in Verisk Analytics in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 296 increasing their positions, 284 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 61

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

7% more capital invested

Capital invested by funds: $24.6B → $26.5B (+$1.84B)

1% more funds holding

Funds holding: 787 → 797 (+10)

4% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 284

0.56% less ownership

Funds ownership: 89.63% → 89.07% (-0.56%)

45% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $19.5M

Holders
797
Holders Change
+10
Holders Change %
+1.27%
% of All Funds
12.7%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
86
Increased
296
Reduced
284
Closed
61
Calls
$10.6M
Puts
$19.5M
Net Calls
-$8.85M
Net Calls Change
-$4.61M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$180M
2
Two Sigma Investments
Two Sigma Investments
New York
+$140M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$114M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$99.6M
5
VNIM
Vaughan Nelson Investment Management
Texas
+$86.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$450M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$207M
3
Parnassus Investments
Parnassus Investments
California
-$186M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$184M
5
HL
Harding Loevner
New Jersey
-$148M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
776
SkyView Investment Advisors
New Jersey
$2K +$1.81K +10 New
SC
777
SouthState Corp
Florida
$1.92K – – –
BBPWM
778
Blue Bell Private Wealth Management
Pennsylvania
$1.73K – – –
BWM
779
Baystate Wealth Management
Massachusetts
$1.55K – – –
BWM
780
BerganKDV Wealth Management
Minnesota
$1.53K – – –
AWM
781
Avior Wealth Management
Nebraska
$1.53K – – –
NSIM
782
North Star Investment Management
Illinois
$1.15K – – –
AW
783
Avion Wealth
Texas
$1K – – –
TFA
784
Transamerica Financial Advisors
Florida
$1K – – –
CA
785
Centerpoint Advisors
Massachusetts
$1K +$906 +5 New
ECM
786
Everence Capital Management
Indiana
$969 – – –
CWC
787
Carolinas Wealth Consulting
North Carolina
$959 – – –
CSPAM
788
Cary Street Partners Asset Management
Virginia
$959 – – –
NMG
789
New Millennium Group
Utah
$959 – – –
AAS
790
Ameritas Advisory Services
Nebraska
$959 +$906 +5 New
ANBT
791
American National Bank & Trust
Texas
$576 – – –
MA
792
MCF Advisors
Kentucky
$576 – – –
TWD
793
True Wealth Design
Ohio
$576 – – –
BCMLT
794
Beacon Capital Management LLC (Tennessee)
Tennessee
$384 – – –
DWA
795
Delos Wealth Advisors
Texas
$384 – – –
FSWA
796
Financial Synergies Wealth Advisors
Texas
$384 – – –
CTA
797
Colonial Trust Advisors
South Carolina
$192 – – –
HL
798
Harding Loevner
New Jersey
– -$148M -838,580 Closed
Point72 Asset Management
799
Point72 Asset Management
Connecticut
– -$28.3M -160,600 Closed
OCM
800
Oribel Capital Management
New York
– -$22.3M -126,600 Closed
30 31
32
33 34

VRSK Hedge Fund Activity: Q1 2023 in Review

797 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q1 2023, worth a combined $26.5B — up 7.5% from $24.6B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new VRSK positions and 61 closed out — a net gain of 25 holders — while 296 added to existing stakes and 284 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $180M. The largest seller was JP Morgan Chase, cutting an estimated $450M.

  • 797 institutional investors held Verisk Analytics (VRSK) as of Q1 2023, up from 787 in Q4 2022.
  • Funds reported $26.5B of Verisk Analytics stock for Q1 2023, up 7.5% quarter-over-quarter.
  • 86 funds opened new Verisk Analytics positions in Q1 2023 and 61 closed out, a net change of +25 holders.
  • The largest Verisk Analytics buyer in Q1 2023 was Citadel Advisors, an estimated $180M added.
  • The largest Verisk Analytics seller in Q1 2023 was JP Morgan Chase, an estimated $450M sold.

Based on aggregated 13F filings for Q1 2023.