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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
SFG
801
Steward Financial Group
Texas
$16K -$236 -1 -1%
JWA
802
JFS Wealth Advisors
Pennsylvania
$15.8K +$2.12K +9 +16%
EARNEST Partners
803
EARNEST Partners
Georgia
$14.6K
GEA
804
Glen Eagle Advisors
New Jersey
$14.5K -$236 -1 -2%
AFS
805
Annapolis Financial Services
Maryland
$14.4K
CAC
806
Core Alternative Capital
Georgia
$13.7K
GKIM
807
GW&K Investment Management
Massachusetts
$13K +$471 +2 +4%
CSB
808
City State Bank
Iowa
$12K
GGI
809
Godsey & Gibb Inc
Virginia
$11.8K
ZB
810
Zions Bancorporation
Utah
$11.8K
LFG
811
Larson Financial Group
Missouri
$11.8K +$3.06K +13 +35%
VCM
812
Versant Capital Management
Arizona
$11.6K
KFS
813
Kelly Financial Services
Massachusetts
$11.2K -$707 -3 -6%
TVWM
814
Tower View Wealth Management
Wisconsin
$11K
Loomis, Sayles & Company
815
Loomis, Sayles & Company
Massachusetts
$11K +$4.71K +20 +77%
HI
816
Harbour Investments
Wisconsin
$9.92K +$1.18K +5 +14%
AF
817
Advisornet Financial
Minnesota
$9.45K -$4.48K -19 -32%
TCOV
818
Trust Company of Vermont
Vermont
$9.45K
CFFP
819
Center for Financial Planning
Michigan
$8.98K
QC
820
Quent Capital
New York
$8.98K
SCA
821
Stonebridge Capital Advisors
Minnesota
$8.98K
AAG
822
Armstrong Advisory Group
Massachusetts
$8.74K
ADL
823
Asset Dedication LLC
California
$8K
MA
824
MCF Advisors
Kentucky
$7.56K +$6.83K +29 +967%
RCM
825
Raleigh Capital Management
North Carolina
$7.43K +$7.31K +31 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.