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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
SS
776
Sunbelt Securities
Texas
$28.2K -$3.54K -15 -11%
FMP
777
Financial Management Professionals
Texas
$26K
CCA
778
Catalyst Capital Advisors
New York
$25.3K +$5.18K +22 +26%
BC
779
Bartlett & Co
Ohio
$25K
ATC
780
Adirondack Trust Company
New York
$24.8K
BCWM
781
Bartlett & Co Wealth Management
Ohio
$24.6K
ANBT
782
American National Bank & Trust
Texas
$24.3K +$23.6K +100 +3,333%
GRP
783
Global Retirement Partners
California
$24.2K +$13.7K +58 +135%
KSWA
784
Kathleen S. Wright Associates
Pennsylvania
$23.9K +$23.6K +100 New
VWM
785
Venturi Wealth Management
Texas
$23.9K -$236 -1 -1%
FMII
786
Farmers & Merchants Investments Inc
Nebraska
$23.9K
AS
787
Altshuler Shaham
Israel
$22.2K -$27.3K -116 -55%
CT
788
Colonial Trust
South Carolina
$22.1K +$7.31K +31 +53%
AWM
789
Abound Wealth Management
Tennessee
$20.9K
Jones Financial Companies
790
Jones Financial Companies
Missouri
$20.3K +$5.66K +24 +39%
CQS
791
Credential Qtrade Securities
$19.8K
CCP
792
Carmel Capital Partners
California
$19.6K +$19.6K +83 New
FFL
793
Financial Freedom LLC
Ohio
$19.4K
AGWCA
794
Annis Gardner Whiting Capital Advisors
Florida
$19.4K +$19.3K +82 New
C
795
Covestor
United Kingdom
$19K -$943 -4 -5%
FCA
796
FinTrust Capital Advisors
South Carolina
$18.4K -$3.06K -13 -14%
PWMG
797
Prestige Wealth Management Group
New Jersey
$18.2K -$236 -1 -1%
TFGT
798
TS Financial Group (TSFG)
Illinois
$17K
WTA
799
Washington Trust Advisors
Massachusetts
$16.3K +$16.3K +69 New
SWA
800
Sutton Wealth Advisors
Florida
$16.1K +$2.12K +9 +15%

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.