We are live on ! Find out more
VRSK icon

Verisk Analytics
VRSK

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: 874 → 902 (+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: 11 → 8 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$994M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$247M
3
BlackRock
BlackRock
New York
+$154M
4
Franklin Resources
Franklin Resources
California
+$128M
5
SFFS
Stonehage Fleming Financial Services
Jersey
+$120M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$435M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$247M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$159M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$157M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$135M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
876
Aspect Partners
Virginia
$2.39K +$2.37K +10 New
CIA
877
Cape Investment Advisory
Georgia
$2.39K +$2.37K +10 New
CTB
878
Country Trust Bank
Illinois
$2.39K +$2.37K +10 New
TCM
879
TD Capital Management
Tennessee
$2.15K +$2.13K +9 New
BBPWM
880
Blue Bell Private Wealth Management
Pennsylvania
$2.15K – – –
GI
881
Gradient Investments
Minnesota
$2.15K – – –
DF
882
Dunhill Financial
United Kingdom
$2.14K +$2.13K +9 New
BWM
883
Baystate Wealth Management
Massachusetts
$1.93K – – –
FFO
884
Fortitude Family Office
Arizona
$1.91K +$1.89K +8 New
PCTC
885
Perkins Coie Trust Company
Washington
$1.91K -$4.97K -21 -72%
NSIM
886
North Star Investment Management
Illinois
$1.43K – – –
BAM
887
Bellevue Asset Management
Washington
$1.19K – – –
CWC
888
Carolinas Wealth Consulting
North Carolina
$1.19K – – –
NMG
889
New Millennium Group
Utah
$1.19K – – –
TFA
890
Transamerica Financial Advisors
Florida
$1K – – –
VNA
891
Valley National Advisers
Pennsylvania
$1K +$1.42K +6 New
TWD
892
True Wealth Design
Ohio
$956 – – –
PWMG
893
Private Wealth Management Group
New Jersey
$956 +$947 +4 New
AWM
894
Avior Wealth Management
Nebraska
$955 -$947 -4 -50%
M
895
MOTCO
Texas
$717 – – –
DAM
896
Delta Asset Management
Tennessee
$717 +$710 +3 New
WPA
897
West Paces Advisors
Georgia
$717 +$710 +3 New
DWA
898
Delos Wealth Advisors
Texas
$478 – – –
PIS
899
POM Investment Strategies
North Carolina
$478 +$473 +2 New
BCMLT
900
Beacon Capital Management LLC (Tennessee)
Tennessee
$472 – – –
34 35
36
37 38

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.