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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
TSWM
826
Tyler-Stone Wealth Management
Ohio
$7K
AP
827
Arlington Partners
Alabama
$6.85K
AT
828
Arlington Trust
Alabama
$6.85K +$6.83K +29 New
PCTC
829
Perkins Coie Trust Company
Washington
$6.85K +$6.83K +29 New
WBC
830
West Branch Capital
Massachusetts
$6.38K
AIM
831
Anchor Investment Management
South Carolina
$6.38K
EBA
832
Eagle Bay Advisors
New York
$6.38K +$1.89K +8 +42%
HGERS
833
Householder Group Estate & Retirement Specialist
Arizona
$6.38K +$6.36K +27 New
MAM
834
Marquette Asset Management
Minnesota
$6.14K +$6.13K +26 New
YAL
835
Your Advocates Ltd
Texas
$5.91K -$29.5K -125 -83%
NFSG
836
Newbridge Financial Services Group
Florida
$5.91K +$5.89K +25 New
APC
837
Aspire Private Capital
North Carolina
$5.67K
MFT
838
Moisand Fitzgerald Tamayo
Florida
$5.2K
ME
839
McIlrath & Eck
Washington
$5.2K
SIA
840
SkyView Investment Advisors
New Jersey
$5K
GC
841
Globeflex Capital
California
$4.96K
CTWM
842
Cherry Tree Wealth Management
Minnesota
$4.72K -$471 -2 -9%
JFA
843
JNBA Financial Advisors
Minnesota
$4.72K
SIC
844
SJS Investment Consulting
Ohio
$4.72K
SSG
845
Summit Securities Group
New York
$4K -$7.54K -32 -67%
CAL
846
Capital Advisors Ltd
Ohio
$4K
AW
847
Avion Wealth
Texas
$4K +$943 +4 +24%
DIP
848
DT Investment Partners
Pennsylvania
$3.54K
SWA
849
SOA Wealth Advisors
New York
$3.54K
BHWM
850
Beaird Harris Wealth Management
Texas
$3.07K +$3.06K +13 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.