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Verisk Analytics
VRSK

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: 867 → 874 (+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: 13 → 11 (-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

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$499M
2
Citigroup
Citigroup
New York
+$438M
3
UIM
USS Investment Management
United Kingdom
+$111M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$92.6M
5
Franklin Resources
Franklin Resources
California
+$74.8M

Top Sellers

Rank Fund Capital Flow
1
Parnassus Investments
Parnassus Investments
California
-$211M
2
Millennium Management
Millennium Management
New York
-$168M
3
Citadel Advisors
Citadel Advisors
Florida
-$165M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$155M
5
Two Sigma Investments
Two Sigma Investments
New York
-$144M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
851
ClariVest Asset Management
California
$3K +$707 +3 +38%
VF
852
VitalStone Financial
Texas
$3K +$2.59K +11 New
BWL
853
Bogart Wealth LLC
Virginia
$2.83K – – –
CSC
854
Caldwell Sutter Capital
California
$2.83K – – –
HCP
855
Hexagon Capital Partners
Arkansas
$2.83K – – –
SC
856
SouthState Corp
Florida
$2.36K – – –
First Manhattan
857
First Manhattan
New York
$2.36K +$2.36K +10 New
GI
858
Gradient Investments
Minnesota
$2.13K -$1.65K -7 -44%
BBPWM
859
Blue Bell Private Wealth Management
Pennsylvania
$2.13K – – –
BWM
860
Baystate Wealth Management
Massachusetts
$1.91K – – –
AWM
861
Avior Wealth Management
Nebraska
$1.89K – – –
FGAM
862
Financial Gravity Asset Management
Texas
$1.75K -$51.6K -219 -97%
NSIM
863
North Star Investment Management
Illinois
$1.42K – – –
ECM
864
Everence Capital Management
Indiana
$1.19K – – –
BAM
865
Bellevue Asset Management
Washington
$1.18K – – –
NMG
866
New Millennium Group
Utah
$1.18K – – –
CWC
867
Carolinas Wealth Consulting
North Carolina
$1.14K – – –
CA
868
Centerpoint Advisors
Massachusetts
$1K – – –
TFA
869
Transamerica Financial Advisors
Florida
$1K – – –
TWD
870
True Wealth Design
Ohio
$945 – – –
M
871
MOTCO
Texas
$709 -$471 -2 -40%
DWA
872
Delos Wealth Advisors
Texas
$485 – – –
FSWA
873
Financial Synergies Wealth Advisors
Texas
$473 – – –
BCMLT
874
Beacon Capital Management LLC (Tennessee)
Tennessee
$452 – – –
CTA
875
Colonial Trust Advisors
South Carolina
$236 – – –
33 34
35
36 37

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.