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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
UBS Group
76
UBS Group
Switzerland
$70.1M +$14.4M +60,664 +26%
Flossbach Von Storch
77
Flossbach Von Storch
Germany
$68.3M -$135M -569,243 -67%
Natixis Advisors
78
Natixis Advisors
Massachusetts
$65.6M -$4.85M -20,504 -7%
Axa
79
Axa
France
$56.2M +$9.48M +40,040 +20%
JFL
80
Jarislowsky, Fraser Ltd
Quebec, Canada
$55.8M -$4.19M -17,713 -7%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$54.9M +$852K +3,601 +2%
Man Group
82
Man Group
United Kingdom
$53.5M +$53M +224,094 New
MPIA
83
Mountain Pacific Investment Advisers
Idaho
$51.6M -$181K -763 -0.4%
SEI Investments
84
SEI Investments
Pennsylvania
$50.8M -$9.04M -38,172 -15%
Ensign Peak Advisors
85
Ensign Peak Advisors
Utah
$49.1M -$23.3M -98,639 -32%
EIP
86
Epoch Investment Partners
New York
$49M +$33.6M +142,088 +225%
YL
87
YCG LLC
Texas
$47.5M -$96.1K -406 -0.2%
Ameriprise
88
Ameriprise
Minnesota
$45.5M -$23.6M -99,769 -34%
AQR Capital Management
89
AQR Capital Management
Connecticut
$43.9M +$25.4M +107,303 +140%
AAIS
90
ABN AMRO Investment Solutions
$43.3M +$969K +4,094 +2%
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$42.9M +$13.8M +58,249 +48%
National Pension Service
92
National Pension Service
South Korea
$42.4M
SO
93
STRS Ohio
Ohio
$42.3M -$10.7M -45,189 -20%
Truist Financial
94
Truist Financial
North Carolina
$42.2M -$2.06M -8,689 -5%
SC
95
SRB Corp
Massachusetts
$42.1M
RG
96
Rathbones Group
United Kingdom
$42M -$7.25M -30,641 -15%
First Trust Advisors
97
First Trust Advisors
Illinois
$40.8M +$7.28M +30,752 +22%
Luther King Capital Management (LKCM)
98
Luther King Capital Management (LKCM)
Texas
$39.8M +$2.71M +11,445 +7%
Canada Life
99
Canada Life
Manitoba, Canada
$39.6M +$1.67M +7,057 +4%
National Bank of Canada
100
National Bank of Canada
Quebec, Canada
$39M +$19.8M +83,732 +105%

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.