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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$138M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$122M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$116M |
| 4 |
D.E. Shaw & Co
New York
|
+$95.9M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$91.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$261M |
| 2 |
Parnassus Investments
San Francisco,
California
|
-$194M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$149M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$125M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$112M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
901
AIA Group
Hong Kong
| – | -$117K | -610 | Closed |
|
|
AAM
902
Advisors Asset Management
Monument,
Colorado
| – | -$102K | -532 | Closed |
|
|
TWA
903
TCI Wealth Advisors
Tucson,
Arizona
| – | -$50.7K | -264 | Closed |
|
|
SC
904
Schubert & Co
Mckinney,
Texas
| – | -$10.6K | -55 | Closed |
|
|
CBT
905
Central Bank & Trust
Lexington,
Kentucky
| – | -$5.18K | -27 | Closed |
|
|
PCM
906
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| – | -$3.65K | -19 | Closed |
|
|
JGIA
907
Jackson Grant Investment Advisers
Stamford,
Connecticut
| – | -$3.45K | -18 | Closed |
|
|
GFWA
908
Grey Fox Wealth Advisors
Rockland,
Delaware
| – | -$2.3K | -12 | Closed |
|
|
AAS
909
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$959 | -5 | Closed |
|
|
CSPAM
910
Cary Street Partners Asset Management
Richmond,
Virginia
| – | -$959 | -5 | Closed |
|
911
Comerica Bank
Dallas,
Texas
| – | +$6.52M | +31,040 | New |
|
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.