We are live on ! Find out more
VRSK icon

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
PTC
776
Private Trust Company
Ohio
$33.9K -$473 -2 -1%
DCP
777
DSM Capital Partners
Florida
$33K +$32.7K +138 New
CCA
778
Catalyst Capital Advisors
New York
$32.5K +$6.87K +29 +27%
FFA
779
Frazier Financial Advisors
Ohio
$32.5K +$32.2K +136 New
VWM
780
Venturi Wealth Management
Texas
$31.5K +$7.34K +31 +31%
GWM
781
Geneos Wealth Management
Colorado
$29.9K +$237 +1 +0.8%
CFO
782
CVA Family Office
Colorado
$29.9K +$29.6K +125 New
VAG
783
VisionPoint Advisory Group
Texas
$27K -$31.2K -132 -54%
FMP
784
Financial Management Professionals
Texas
$26K
Loomis, Sayles & Company
785
Loomis, Sayles & Company
Massachusetts
$26K +$14.4K +61 +133%
ATC
786
Adirondack Trust Company
New York
$25.4K
BC
787
Bartlett & Co
Ohio
$25K
BCWM
788
Bartlett & Co Wealth Management
Ohio
$24.7K
FMII
789
Farmers & Merchants Investments Inc
Nebraska
$24.1K
CFD
790
Creative Financial Designs
Indiana
$23.9K -$29.6K -125 -56%
KSWA
791
Kathleen S. Wright Associates
Pennsylvania
$23.6K
MCM
792
Manchester Capital Management
Vermont
$22.7K -$22K -93 -49%
GBT
793
Grove Bank & Trust
Florida
$21.7K -$23.7K -100 -52%
PCMC
794
Planning Capital Management Corporation
Pennsylvania
$21.5K +$21.3K +90 New
CT
795
Colonial Trust
South Carolina
$21.4K
AWM
796
Abound Wealth Management
Tennessee
$21.1K +$237 +1 +1%
TCWA
797
Turtle Creek Wealth Advisors
Texas
$20.1K +$19.9K +84 New
SS
798
Sunbelt Securities
Texas
$19.9K -$8.52K -36 -30%
AGWCA
799
Annis Gardner Whiting Capital Advisors
Florida
$19.6K
FFL
800
Financial Freedom LLC
Ohio
$19.6K

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.