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Verisk Analytics

676 hedge funds and large institutions have $23.6B invested in Verisk Analytics in 2019 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 233 increasing their positions, 255 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

7% more capital invested

Capital invested by funds: $22.1B → $23.6B (+$1.49B)

3% more funds holding

Funds holding: 656676 (+20)

9% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 255

1.05% less ownership

Funds ownership: 92.34%91.29% (-1%)

39% less call options, than puts

Call options by funds: $29M | Put options by funds: $47.9M

Holders
676
Holders Change
+20
Holders Change %
+3.05%
% of All Funds
14.82%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.39%
New
75
Increased
233
Reduced
255
Closed
53
Calls
$29M
Puts
$47.9M
Net Calls
-$18.9M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Korea Investment Corp
301
Korea Investment Corp
South Korea
$2.13M +$62.1K +400 +3%
TCM
302
Tuttle Capital Management
Connecticut
$2.12M -$1.07M -6,877 -34%
CIBC Private Wealth Group
303
CIBC Private Wealth Group
Georgia
$2.08M +$124K +797 +6%
NMERB
304
New Mexico Educational Retirement Board
New Mexico
$1.99M -$124K -800 -6%
AWM
305
AE Wealth Management
Kansas
$1.98M -$175K -1,126 -8%
PA
306
Profund Advisors
Maryland
$1.97M -$29.3K -189 -1%
BC
307
Brinker Capital
Pennsylvania
$1.97M +$45.6K +294 +2%
CFMC
308
Curbstone Financial Management Corp
New Hampshire
$1.97M -$34.1K -220 -2%
CGH
309
Crossmark Global Holdings
Texas
$1.93M -$45.3K -292 -2%
CS
310
Candriam SCA
Luxembourg
$1.93M -$1.39M -8,973 -42%
LPL Financial
311
LPL Financial
California
$1.91M +$83K +535 +5%
CA
312
Commerzbank Aktiengesellschaft
Germany
$1.91M +$1.06M +6,801 +129%
JMPWA
313
JP Morgan Private Wealth Advisors
California
$1.89M +$574K +3,700 +45%
Caisse de Depot et Placement du Quebec (CDPQ)
314
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.87M +$993K +6,400 +118%
Wealth Enhancement Advisory Services
315
Wealth Enhancement Advisory Services
Minnesota
$1.86M +$1.83M +11,826 New
UH
316
Unigestion Holding
Switzerland
$1.85M -$61.3K -395 -3%
ACM
317
Ativo Capital Management
Illinois
$1.82M -$692K -4,461 -28%
WBC
318
Westpac Banking Corp
Australia
$1.8M -$6.84M -44,100 -79%
LIA
319
LS Investment Advisors
Michigan
$1.8M -$26.1K -168 -1%
WAM
320
World Asset Management
Michigan
$1.79M +$16.8K +108 +1%
CA
321
Callahan Advisors
Texas
$1.77M +$169K +1,088 +11%
AAM
322
Azzad Asset Management
Virginia
$1.77M +$1.18M +7,633 +246%
SAM
323
Shell Asset Management
Netherlands
$1.69M -$228K -1,467 -12%
GC
324
Gratus Capital
Georgia
$1.69M
COPPSERS
325
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.66M +$135K +869 +9%

VRSK Hedge Fund Activity: Q3 2019 in Review

676 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q3 2019, worth a combined $23.6B — up 6.7% from $22.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VRSK positions and 53 closed out — a net gain of 22 holders — while 233 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $202M. The largest seller was Deutsche Bank, cutting an estimated $168M.

  • 676 institutional investors held Verisk Analytics (VRSK) as of Q3 2019, up from 656 in Q2 2019.
  • Funds reported $23.6B of Verisk Analytics stock for Q3 2019, up 6.7% quarter-over-quarter.
  • 75 funds opened new Verisk Analytics positions in Q3 2019 and 53 closed out, a net change of +22 holders.
  • The largest Verisk Analytics buyer in Q3 2019 was Fidelity Investments, an estimated $202M added.
  • The largest Verisk Analytics seller in Q3 2019 was Deutsche Bank, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2019.