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Verisk Analytics
VRSK

Overview Fund Activity

335 hedge funds and large institutions have $9.1B invested in Verisk Analytics in 2014 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 135 increasing their positions, 105 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
9.68%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.03%
New
41
Increased
135
Reduced
105
Closed
38
Calls
$324K
Puts
$810K
Net Calls
-$486K
Net Calls Change
-$572K

Top Buyers

1
BTS
BB&T Securities
Virginia
+$201M
2
Parnassus Investments
Parnassus Investments
California
+$61.7M
3
Principal Financial Group
Principal Financial Group
Iowa
+$57.2M
4
SCM
Sterling Capital Management
North Carolina
+$55.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$46.9M

Top Sellers

1
ORIO
Old Republic International (ORI)
Illinois
-$185M
2
Wells Fargo
Wells Fargo
California
-$73M
3
CIC
Chilton Investment Company
Connecticut
-$40.1M
4
MCM
Marsico Capital Management
Colorado
-$36.5M
5
Ameriprise
Ameriprise
Minnesota
-$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
301
Creative Planning
Kansas
$126K – – –
LTFS
302
Ladenburg Thalmann Financial Services
Florida
$120K -$566K -9,431 -83%
WA
303
WealthTrust-Arizona
Arizona
$117K +$2.69K +45 +2%
RNS
304
Robert N. Shapiro
$110K +$19.4K +325 +21%
FMT
305
First Mercantile Trust
Tennessee
$104K +$104K +1,744 New
GT
306
Glenmede Trust
Pennsylvania
$59K -$33.9K -575 -37%
Envestnet Asset Management
307
Envestnet Asset Management
Illinois
$56K -$127K -2,144 -69%
FAM
308
Fred Alger Management
New York
$54K -$5.47M -90,942 -99%
OMCS
309
Old Mutual Customised Solutions
South Africa
$54K – – –
IGIM
310
I.G. Investment Management
Manitoba, Canada
$52K +$38.2K +640 +277%
Robeco Institutional Asset Management
311
Robeco Institutional Asset Management
Netherlands
$51K – – –
S
312
SignatureFD
Georgia
$46K – – –
SAMC
313
Shinko Asset Management Company
Japan
$42K – – –
MOACM
314
Mutual of America Capital Management
New York
$26K – – –
MAM
315
Mizuho Asset Management
Japan
$21K – – –
TRCT
316
Tower Research Capital (TRC)
New York
$15K -$110K -1,819 -88%
CTC
317
Central Trust Company
Missouri
$15K +$15K +256 New
PSI
318
Pinnacle Summer Investments
Virginia
$14K – – –
M&T Bank
319
M&T Bank
New York
$8K +$8K +138 New
MFS
320
MSI Financial Services
Massachusetts
$7K -$5.54K -91 -44%
TF
321
Tompkins Financial
New York
$7K +$7K +102 New
CFA
322
Carroll Financial Associates
North Carolina
$6K +$6K +93 New
WEC
323
Winslow Evans & Crocker
Massachusetts
$5.88K – – –
WRM
324
Westport Resources Management
Connecticut
$3K – – –
WT
325
Whittier Trust
California
$3K +$3K +43 New
11 12
13
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