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Verisk Analytics

787 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 266 increasing their positions, 312 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 65

2% more funds holding

Funds holding: 773787 (+14)

1% more capital invested

Capital invested by funds: $24.3B → $24.6B (+$328M)

1.06% less ownership

Funds ownership: 90.69%89.63% (-1.1%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

15% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 312

30% less call options, than puts

Call options by funds: $9.95M | Put options by funds: $14.2M

Holders
787
Holders Change
+14
Holders Change %
+1.81%
% of All Funds
12.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
93
Increased
266
Reduced
312
Closed
65
Calls
$9.95M
Puts
$14.2M
Net Calls
-$4.24M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
826
Private Advisor Group
New Jersey
-$231K -1,354 Closed
KCM
827
Kathmere Capital Management
Pennsylvania
-$206K -1,206 Closed
ET
828
Equitable Trust
Tennessee
-$203K -1,193 Closed
Parallax Volatility Advisers
829
Parallax Volatility Advisers
California
-$124K -730 Closed
SSG
830
Summit Securities Group
New York
-$103K -603 Closed
SWM
831
Selective Wealth Management
Virginia
-$64K -378 Closed
SC
832
Solstein Capital
California
-$57.5K -327 Closed
KFP
833
KB Financial Partners
New Jersey
-$46.4K -264 Closed
PHK
834
Point72 Hong Kong
Hong Kong
-$35K -203 Closed
WTA
835
Washington Trust Advisors
Massachusetts
-$15K -86 Closed
MA
836
MUFG Americas
New York
-$13K -77 Closed
GIA
837
GHP Investment Advisors
Colorado
-$10K -59 Closed
ACM
838
Absolute Capital Management
Pennsylvania
-$6.36K -37 Closed
SFO
839
Standard Family Office
South Dakota
-$6K -35 Closed
CA
840
Clearstead Advisors
Ohio
-$5K -28 Closed
IAMOG
841
Investors Asset Management of Georgia
Georgia
-$4K -25 Closed
BFEC
842
Benjamin F. Edwards & Company
Missouri
-$4K -24 Closed
CAL
843
Capital Advisors Ltd
Ohio
-$4K -22 Closed
CWM
844
Castle Wealth Management
Florida
-$3K -19 Closed
CAL
845
Capital Analysts LLC
Pennsylvania
-$3K -16 Closed
FEG
846
Financial Enhancement Group
Indiana
-$2K -11 Closed
VWM
847
Valley Wealth Managers
New Jersey
-$1.23K -7 Closed
CHA
848
Carmichael Hill & Associates
Maryland
-$1K -6 Closed
OLVIG
849
Oliver Lagore Vanvalin Investment Group
Michigan
-$1K -3 Closed
WPA
850
West Paces Advisors
Georgia
-$512 -3 Closed

VRSK Hedge Fund Activity: Q4 2022 in Review

787 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2022, worth a combined $24.6B — up 1.3% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new VRSK positions and 65 closed out — a net gain of 28 holders — while 266 added to existing stakes and 312 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $472M. The largest seller was AKRE Capital Management, cutting an estimated $426M.

  • 787 institutional investors held Verisk Analytics (VRSK) as of Q4 2022, up from 773 in Q3 2022.
  • Funds reported $24.6B of Verisk Analytics stock for Q4 2022, up 1.3% quarter-over-quarter.
  • 93 funds opened new Verisk Analytics positions in Q4 2022 and 65 closed out, a net change of +28 holders.
  • The largest Verisk Analytics buyer in Q4 2022 was Morgan Stanley, an estimated $472M added.
  • The largest Verisk Analytics seller in Q4 2022 was AKRE Capital Management, an estimated $426M sold.

Based on aggregated 13F filings for Q4 2022.