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Verisk Analytics
VRSK

Overview Fund Activity

418 hedge funds and large institutions have $11.1B invested in Verisk Analytics in 2015 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 172 increasing their positions, 121 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
11.27%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.22%
New
62
Increased
172
Reduced
121
Closed
28
Calls
$2.28M
Puts
$1.69M
Net Calls
+$592K
Net Calls Change
+$935K

Top Buyers

1
HL
Harding Loevner
New Jersey
$422M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$182M
3
ACM
AKRE Capital Management
Virginia
$145M
4
SGA
Sustainable Growth Advisers
Connecticut
$70.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
$726M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$260M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$494M
3
Capital Research Global Investors
Capital Research Global Investors
California
$177M
4
CIP
Champlain Investment Partners
Vermont
$0
5
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
301
Barings
North Carolina
$568K +$568K +7,800 New
JPMPWA
302
J.P. Morgan Private Wealth Advisors
California
$566K +$266K +3,657 +89%
FA
303
FDx Advisors
Illinois
$563K +$319K +4,435 +130%
HK
304
Horizon Kinetics
New York
$553K -$7.28K -100 -1%
CIM
305
Calvert Investment Management
Maryland
$539K +$74.5K +1,024 +16%
AA
306
ALPS Advisors
Colorado
$536K +$8.3K +114 +2%
CS
307
Credential Securities
$522K +$42.4K +583 +9%
SCM
308
Shelton Capital Management
Colorado
$514K – – –
SB
309
Suntrust Banks
Georgia
$514K +$258K +3,559 +101%
SI
310
Stephens Inc
Arkansas
$509K -$19.1K -262 -4%
B
311
BancorpSouth
Mississippi
$499K – – –
CFMC
312
Curbstone Financial Management Corp
New Hampshire
$487K +$158K +2,175 +48%
HH
313
Hilltop Holdings
Texas
$475K -$22K -302 -4%
Fuller & Thaler Asset Management
314
Fuller & Thaler Asset Management
California
$458K +$269K +3,700 +142%
WCM
315
Washington Capital Management
Washington
$444K – – –
VAM
316
Visium Asset Management
New York
$441K +$441K +6,059 New
GVT
317
Genesee Valley Trust
New York
$438K +$35.7K +490 +9%
BOC
318
Barbara Oil Co
Illinois
$437K – – –
SHA
319
Smith Hayes Advisers
Nebraska
$432K +$23.6K +325 +6%
FAAS
320
First Allied Advisory Services
California
$429K -$5.97K -82 -1%
NCA
321
NCM Capital Advisers
North Carolina
$418K – – –
GAM
322
Gotham Asset Management
New York
$402K +$402K +5,522 New
Loomis, Sayles & Company
323
Loomis, Sayles & Company
Massachusetts
$389K +$44.3K +609 +13%
MC
324
Menta Capital
California
$378K +$378K +5,200 New
AB
325
Amalgamated Bank
New York
$375K +$27.3K +375 +8%
11 12
13
14 15