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Verisk Analytics
VRSK

867 hedge funds and large institutions have $30.1B invested in Verisk Analytics in 2023 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 260 increasing their positions, 371 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

431% more call options, than puts

Call options by funds: $113M | Put options by funds: $21.4M

170% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 44

30% more funds holding in top 10

Funds holding in top 10: 10 → 13 (+3)

14% more capital invested

Capital invested by funds: $26.5B → $30.1B (+$3.61B)

9% more funds holding

Funds holding: 797 → 867 (+70)

2.9% more ownership

Funds ownership: 89.07% → 91.97% (+2.9%)

30% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 371

Holders
867
Holders Change
+70
Holders Change %
+8.78%
% of All Funds
13.61%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.2%
New
119
Increased
260
Reduced
371
Closed
44
Calls
$113M
Puts
$21.4M
Net Calls
+$92.1M
Net Calls Change
+$101M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$138M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$122M
3
Artisan Partners
Artisan Partners
Wisconsin
+$116M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$95.9M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$91.3M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$261M
2
Parnassus Investments
Parnassus Investments
California
-$194M
3
Citadel Advisors
Citadel Advisors
Florida
-$149M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$125M
5
CIP
Champlain Investment Partners
Vermont
-$112M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
851
BerganKDV Wealth Management
Minnesota
$1.81K – – –
AWM
852
Avior Wealth Management
Nebraska
$1.81K – – –
NSIM
853
North Star Investment Management
Illinois
$1.36K – – –
CWC
854
Carolinas Wealth Consulting
North Carolina
$1.13K – – –
NMG
855
New Millennium Group
Utah
$1.13K – – –
BAM
856
Bellevue Asset Management
Washington
$1.13K +$1.05K +5 New
M
857
MOTCO
Texas
$1.13K +$1.05K +5 New
CA
858
Centerpoint Advisors
Massachusetts
$1K – – –
TFA
859
Transamerica Financial Advisors
Florida
$1K – – –
TWD
860
True Wealth Design
Ohio
$905 +$210 +1 +33%
MA
861
MCF Advisors
Kentucky
$679 – – –
ANBT
862
American National Bank & Trust
Texas
$678 – – –
DWA
863
Delos Wealth Advisors
Texas
$453 – – –
FSWA
864
Financial Synergies Wealth Advisors
Texas
$453 – – –
BCMLT
865
Beacon Capital Management LLC (Tennessee)
Tennessee
$452 – – –
CTA
866
Colonial Trust Advisors
South Carolina
$226 – – –
CIP
867
Champlain Investment Partners
Vermont
– -$112M -582,549 Closed
JCM
868
Junto Capital Management
New York
– -$70.4M -367,175 Closed
NC
869
Nitorum Capital
New York
– -$29.4M -153,319 Closed
GF
870
Greenhouse Funds
Maryland
– -$27.9M -145,314 Closed
PI
871
Putnam Investments
Massachusetts
– -$27.2M -141,760 Closed
HAM
872
Honeycomb Asset Management
New York
– -$22.1M -115,000 Closed
BA
873
Bridgewater Associates
Connecticut
– -$14M -73,095 Closed
PCM
874
Prana Capital Management
Connecticut
– -$11.8M -61,451 Closed
ACM
875
Aquatic Capital Management
Illinois
– -$4.68M -24,400 Closed
33 34
35
36 37

VRSK Hedge Fund Activity: Q2 2023 in Review

867 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q2 2023, worth a combined $30.1B — up 14% from $26.5B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new VRSK positions and 44 closed out — a net gain of 75 holders — while 260 added to existing stakes and 371 trimmed.

The largest buyer was Millennium Management, adding an estimated $138M. The largest seller was Vanguard Group, cutting an estimated $261M.

  • 867 institutional investors held Verisk Analytics (VRSK) as of Q2 2023, up from 797 in Q1 2023.
  • Funds reported $30.1B of Verisk Analytics stock for Q2 2023, up 14% quarter-over-quarter.
  • 119 funds opened new Verisk Analytics positions in Q2 2023 and 44 closed out, a net change of +75 holders.
  • The largest Verisk Analytics buyer in Q2 2023 was Millennium Management, an estimated $138M added.
  • The largest Verisk Analytics seller in Q2 2023 was Vanguard Group, an estimated $261M sold.

Based on aggregated 13F filings for Q2 2023.