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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.92B +$40.4M +170,620 +1%
BlackRock
2
BlackRock
New York
$3.1B +$154M +649,219 +5%
Morgan Stanley
3
Morgan Stanley
New York
$1.91B +$994M +4,197,388 +111%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.64B -$157M -663,629 -9%
State Street
5
State Street
Massachusetts
$1.47B +$19.9M +84,113 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.19B +$9.64M +40,729 +0.8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$918M +$17.2M +72,806 +2%
AllianceBernstein
8
AllianceBernstein
Tennessee
$839M +$247M +1,041,878 +42%
Brown Advisory
9
Brown Advisory
Maryland
$552M -$107M -453,290 -16%
Parnassus Investments
10
Parnassus Investments
California
$530M -$107M -452,049 -17%
N
11
Nuveen
North Carolina
$446M +$115M +487,335 +35%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$426M -$20.1M -85,050 -5%
Northern Trust
13
Northern Trust
Illinois
$377M -$19.2M -81,197 -5%
Norges Bank
14
Norges Bank
Norway
$375M +$76.3M +322,270 +26%
Invesco
15
Invesco
Georgia
$365M +$114M +480,731 +46%
Amundi
16
Amundi
France
$352M +$1.66M +7,032 +0.5%
T. Rowe Price Investment Management
17
T. Rowe Price Investment Management
Maryland
$349M -$159M -669,697 -31%
BAMCO Inc
18
BAMCO Inc
New York
$330M +$8.08M +34,139 +3%
Principal Financial Group
19
Principal Financial Group
Iowa
$329M -$15.9M -67,139 -5%
TD Asset Management
20
TD Asset Management
Ontario, Canada
$321M +$99.9M +422,002 +46%
Bank of America
21
Bank of America
North Carolina
$275M +$5.05M +21,338 +2%
Franklin Resources
22
Franklin Resources
California
$273M +$128M +542,432 +91%
GAM
23
GuardCap Asset Management
United Kingdom
$269M -$3.96M -16,725 -1%
Legal & General Group
24
Legal & General Group
United Kingdom
$266M +$17.8M +75,270 +7%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$259M -$6.11M -25,825 -2%

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.