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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
NC
951
NovaPoint Capital
Georgia
-$236K -1,000 Closed
NC
952
NinePointTwo Capital
California
-$229K -973 Closed
HCS
953
Himension Capital (Singapore)
Singapore
-$219K -925 Closed
MW
954
Marcum Wealth
Ohio
-$204K -864 Closed
OA
955
Operose Advisors
Wisconsin
-$203K -861 Closed
DCM
956
Dupont Capital Management
Delaware
-$193K -817 Closed
CSPIA
957
Cary Street Partners Investment Advisory
Virginia
-$118K -501 Closed
QL
958
Quarry LP
New York
-$94.7K -401 Closed
LWCFA
959
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$76.1K -331 Closed
RTC
960
Riverview Trust Company
Washington
-$40.2K -170 Closed
NC
961
NewSquare Capital
Pennsylvania
-$39.5K -167 Closed
Capstone Investment Advisors
962
Capstone Investment Advisors
New York
-$36.2K -153 Closed
AS
963
Altshuler Shaham
Israel
-$22.2K -94 Closed
CCP
964
Carmel Capital Partners
California
-$19.6K -83 Closed
WTA
965
Washington Trust Advisors
Massachusetts
-$16.3K -69 Closed
EARNEST Partners
966
EARNEST Partners
Georgia
-$14.6K -62 Closed
SCA
967
Stonebridge Capital Advisors
Minnesota
-$8.98K -38 Closed
AP
968
Arlington Partners
Alabama
-$6.85K -29 Closed
HGERS
969
Householder Group Estate & Retirement Specialist
Arizona
-$6.38K -27 Closed
MAM
970
Marquette Asset Management
Minnesota
-$6.14K -26 Closed
APC
971
Aspire Private Capital
North Carolina
-$5.67K -24 Closed
SIA
972
SkyView Investment Advisors
New Jersey
-$5K -20 Closed
CA
973
Centerpoint Advisors
Massachusetts
-$1K -5 Closed

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.