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Verisk Analytics

874 hedge funds and large institutions have $31.2B invested in Verisk Analytics in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 299 increasing their positions, 352 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

421% more call options, than puts

Call options by funds: $234M | Put options by funds: $44.8M

32% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 62

4% more capital invested

Capital invested by funds: $30.1B → $31.2B (+$1.12B)

1% more funds holding

Funds holding: 867874 (+7)

1.12% less ownership

Funds ownership: 91.97%90.85% (-1.1%)

15% less repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 352

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
874
Holders Change
+7
Holders Change %
+0.81%
% of All Funds
13.87%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.17%
New
82
Increased
299
Reduced
352
Closed
62
Calls
$234M
Puts
$44.8M
Net Calls
+$189M
Net Calls Change
+$96.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.84B -$2.7M -11,465 -0.1%
BlackRock
2
BlackRock
New York
$2.92B +$29.7M +126,158 +1%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.78B +$92.6M +392,945 +6%
State Street
4
State Street
Massachusetts
$1.44B -$271K -1,150 -0%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.16B +$43M +182,631 +4%
Morgan Stanley
6
Morgan Stanley
New York
$897M +$962K +4,082 +0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$891M +$15.9M +67,655 +2%
Brown Advisory
8
Brown Advisory
Maryland
$653M -$69.3M -294,121 -10%
Parnassus Investments
9
Parnassus Investments
California
$631M -$211M -894,105 -25%
AllianceBernstein
10
AllianceBernstein
Tennessee
$583M +$499M +2,119,097 +605%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$504M -$21.7M -91,933 -4%
Citigroup
12
Citigroup
New York
$471M +$438M +1,860,298 +1,405%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$441M -$42.2M -179,156 -9%
Northern Trust
14
Northern Trust
Illinois
$393M +$21.2M +89,920 +6%
Amundi
15
Amundi
France
$367M +$30.9M +131,277 +10%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$357M +$24.2M +102,542 +7%
Principal Financial Group
17
Principal Financial Group
Iowa
$341M -$494K -2,095 -0.1%
N
18
Nuveen
North Carolina
$326M -$13.8M -58,446 -4%
BAMCO Inc
19
BAMCO Inc
New York
$318M +$309K +1,310 +0.1%
Artisan Partners
20
Artisan Partners
Wisconsin
$301M -$14.3M -60,713 -5%
Norges Bank
21
Norges Bank
Norway
$294M -$7.43M -31,509 -2%
JP Morgan Chase
22
JP Morgan Chase
New York
$282M +$49.7M +211,032 +21%
GAM
23
GuardCap Asset Management
United Kingdom
$270M -$9.64M -40,888 -3%
Bank of America
24
Bank of America
North Carolina
$267M +$16.6M +70,477 +7%
Mawer Investment Management
25
Mawer Investment Management
Alberta, Canada
$265M -$18.4M -78,099 -7%

VRSK Hedge Fund Activity: Q3 2023 in Review

874 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q3 2023, worth a combined $31.2B — up 3.7% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VRSK positions and 62 closed out — a net gain of 20 holders — while 299 added to existing stakes and 352 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $499M. The largest seller was Parnassus Investments, cutting an estimated $211M.

  • 874 institutional investors held Verisk Analytics (VRSK) as of Q3 2023, up from 867 in Q2 2023.
  • Funds reported $31.2B of Verisk Analytics stock for Q3 2023, up 3.7% quarter-over-quarter.
  • 82 funds opened new Verisk Analytics positions in Q3 2023 and 62 closed out, a net change of +20 holders.
  • The largest Verisk Analytics buyer in Q3 2023 was AllianceBernstein, an estimated $499M added.
  • The largest Verisk Analytics seller in Q3 2023 was Parnassus Investments, an estimated $211M sold.

Based on aggregated 13F filings for Q3 2023.