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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
NFA
801
Northwest Financial Advisors
Virginia
$19.5K +$19.4K +82 New
C
802
Covestor
United Kingdom
$19K
PWMG
803
Prestige Wealth Management Group
New Jersey
$18.2K -$237 -1 -1%
TFGT
804
TS Financial Group (TSFG)
Illinois
$18K
FCA
805
FinTrust Capital Advisors
South Carolina
$17.9K -$710 -3 -4%
QC
806
Quent Capital
New York
$17.9K +$8.76K +37 +97%
JWA
807
JFS Wealth Advisors
Pennsylvania
$17K +$947 +4 +6%
MA
808
MCF Advisors
Kentucky
$15K +$7.34K +31 +97%
Jones Financial Companies
809
Jones Financial Companies
Missouri
$14.8K -$5.68K -24 -28%
GEA
810
Glen Eagle Advisors
New Jersey
$14.6K
AFS
811
Annapolis Financial Services
Maryland
$14.6K
S
812
Sachetta
Massachusetts
$14.4K +$14.2K +60 New
HI
813
Harbour Investments
Wisconsin
$14.1K +$4.02K +17 +40%
AF
814
Advisornet Financial
Minnesota
$13.9K +$4.26K +18 +45%
GKIM
815
GW&K Investment Management
Massachusetts
$12K -$1.18K -5 -9%
CSB
816
City State Bank
Iowa
$12K
TVWM
817
Tower View Wealth Management
Wisconsin
$12K
GGI
818
Godsey & Gibb Inc
Virginia
$11.9K
ZB
819
Zions Bancorporation
Utah
$11.9K
VCM
820
Versant Capital Management
Arizona
$11.9K +$237 +1 +2%
TFIPS
821
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.9K +$11.8K +50 New
KFS
822
Kelly Financial Services
Massachusetts
$11.4K
CAC
823
Core Alternative Capital
Georgia
$11.2K -$2.6K -11 -19%
Parallax Volatility Advisers
824
Parallax Volatility Advisers
California
$11.2K +$11.1K +47 New
KWAG
825
Kiely Wealth Advisory Group
North Carolina
$11K +$10.7K +45 New

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.