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Verisk Analytics

787 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 266 increasing their positions, 312 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 65

2% more funds holding

Funds holding: 773787 (+14)

1% more capital invested

Capital invested by funds: $24.3B → $24.6B (+$328M)

1.06% less ownership

Funds ownership: 90.69%89.63% (-1.1%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

15% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 312

30% less call options, than puts

Call options by funds: $9.95M | Put options by funds: $14.2M

Holders
787
Holders Change
+14
Holders Change %
+1.81%
% of All Funds
12.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
93
Increased
266
Reduced
312
Closed
65
Calls
$9.95M
Puts
$14.2M
Net Calls
-$4.24M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.06B +$30.8M +175,206 +1%
BlackRock
2
BlackRock
New York
$2.24B +$104M +592,431 +5%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.28B -$5.64M -32,086 -0.4%
State Street
4
State Street
Massachusetts
$1.14B +$503K +2,864 +0%
Parnassus Investments
5
Parnassus Investments
California
$974M -$128M -728,526 -12%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$729M -$5.81M -33,082 -0.8%
Morgan Stanley
7
Morgan Stanley
New York
$664M +$472M +2,684,234 +248%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$664M +$17.1M +97,123 +3%
JP Morgan Chase
9
JP Morgan Chase
New York
$561M +$6.26M +35,605 +1%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$499M +$415K +2,364 +0.1%
Brown Advisory
11
Brown Advisory
Maryland
$491M -$48.1M -273,665 -9%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$456M -$81.5M -464,060 -15%
Flossbach Von Storch
13
Flossbach Von Storch
Germany
$413M -$52.5M -298,599 -11%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$360M +$3.06M +17,423 +0.9%
N
15
Nuveen
North Carolina
$339M -$12M -68,022 -3%
Northern Trust
16
Northern Trust
Illinois
$311M +$3.35M +19,074 +1%
Principal Financial Group
17
Principal Financial Group
Iowa
$283M -$22.6M -128,502 -7%
Norges Bank
18
Norges Bank
Norway
$269M +$23.5M +133,869 +10%
Amundi
19
Amundi
France
$256M +$12.3M +70,084 +5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$255M -$38.3K -218 -0%
Invesco
21
Invesco
Georgia
$252M +$30.1M +171,333 +14%
BAMCO Inc
22
BAMCO Inc
New York
$227M +$7.86M +44,706 +4%
Bank of America
23
Bank of America
North Carolina
$225M -$8.82M -50,187 -4%
Lazard Asset Management
24
Lazard Asset Management
New York
$213M +$60.9M +346,785 +40%
Mawer Investment Management
25
Mawer Investment Management
Alberta, Canada
$196M +$18.4M +104,990 +10%

VRSK Hedge Fund Activity: Q4 2022 in Review

787 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2022, worth a combined $24.6B — up 1.3% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new VRSK positions and 65 closed out — a net gain of 28 holders — while 266 added to existing stakes and 312 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $472M. The largest seller was AKRE Capital Management, cutting an estimated $426M.

  • 787 institutional investors held Verisk Analytics (VRSK) as of Q4 2022, up from 773 in Q3 2022.
  • Funds reported $24.6B of Verisk Analytics stock for Q4 2022, up 1.3% quarter-over-quarter.
  • 93 funds opened new Verisk Analytics positions in Q4 2022 and 65 closed out, a net change of +28 holders.
  • The largest Verisk Analytics buyer in Q4 2022 was Morgan Stanley, an estimated $472M added.
  • The largest Verisk Analytics seller in Q4 2022 was AKRE Capital Management, an estimated $426M sold.

Based on aggregated 13F filings for Q4 2022.