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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
ANBT
826
American National Bank & Trust
Texas
$10.5K -$14K -59 -57%
FG
827
Fairman Group
Pennsylvania
$9.79K +$9.71K +41 New
TCOV
828
Trust Company of Vermont
Vermont
$9.55K
VWA
829
Valued Wealth Advisors
Utah
$9.5K +$9.47K +40 New
EPW
830
Evergreen Private Wealth
Colorado
$9.32K +$9.23K +39 New
NFSG
831
Newbridge Financial Services Group
Florida
$9.09K +$3.08K +13 +52%
LFG
832
Larson Financial Group
Missouri
$9.08K -$2.84K -12 -24%
CFFP
833
Center for Financial Planning
Michigan
$9.08K
BGAI
834
Bruce G. Allen Investments
Colorado
$9.08K +$8.99K +38 New
AAG
835
Armstrong Advisory Group
Massachusetts
$8.84K
ADL
836
Asset Dedication LLC
California
$8K
TSWM
837
Tyler-Stone Wealth Management
Ohio
$7.17K
RFS
838
Richardson Financial Services
Massachusetts
$7.17K +$7.1K +30 New
BWM
839
BKM Wealth Management
Wisconsin
$7.17K +$7.1K +30 New
WBC
840
West Branch Capital
Massachusetts
$6.45K
AIM
841
Anchor Investment Management
South Carolina
$6.45K
CIR
842
Clear Investment Research
Georgia
$6.21K +$6.16K +26 New
FWM
843
FSA Wealth Management
Massachusetts
$6K +$5.92K +25 New
YAL
844
Your Advocates Ltd
Texas
$5.97K
HCP
845
Hexagon Capital Partners
Arkansas
$5.73K +$2.84K +12 +100%
CCM
846
Chilton Capital Management
Texas
$5.49K +$5.45K +23 New
ME
847
McIlrath & Eck
Washington
$5.25K
MFT
848
Moisand Fitzgerald Tamayo
Florida
$5.25K
SIC
849
SJS Investment Consulting
Ohio
$5.02K +$237 +1 +5%
EBA
850
Eagle Bay Advisors
New York
$5.02K -$1.42K -6 -22%

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.