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Verisk Analytics

348 hedge funds and large institutions have $9.27B invested in Verisk Analytics in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 28

33% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 111

4% more funds holding

Funds holding: 335348 (+13)

2% more capital invested

Capital invested by funds: $9.1B → $9.27B (+$177M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

47% less call options, than puts

Call options by funds: $1.62M | Put options by funds: $3.08M

Holders
348
Holders Change
+13
Holders Change %
+3.88%
% of All Funds
10%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
148
Reduced
111
Closed
28
Calls
$1.62M
Puts
$3.08M
Net Calls
-$1.46M
Net Calls Change
-$973K
Name Holding Trade Value Shares
Change
Change in
Stake
VAM
326
Visionary Asset Management
Texas
$26K +$25.5K +426 New
MAM
327
Mizuho Asset Management
Japan
$21K
BPBT
328
Boston Private Bank & Trust
Massachusetts
$21K +$20.9K +350 New
EWM
329
Edge Wealth Management
New York
$19K +$19.4K +325 New
PSI
330
Pinnacle Summer Investments
Virginia
$18K +$4.84K +81 +36%
BRWA
331
B. Riley Wealth Advisors
Florida
$15.6K +$15.5K +260 New
QI
332
QS Investors
New York
$12K +$12K +200 New
TF
333
Tompkins Financial
New York
$7K
MFBTD
334
MB Financial Bank - Trust Department
Illinois
$7K +$7.35K +123 New
TWA
335
TCI Wealth Advisors
Arizona
$6K +$5.8K +97 New
WEC
336
Winslow Evans & Crocker
Massachusetts
$5.88K
PMFA
337
Plante Moran Financial Advisors
Michigan
$5K +$5.38K +90 New
JWA
338
JFS Wealth Advisors
Pennsylvania
$4K +$4K +67 New
MFS
339
MSI Financial Services
Massachusetts
$3K -$4K -67 -58%
WT
340
Whittier Trust
California
$3K
KT
341
Kanaly Trust
Texas
$2K
MIM
342
Macroview Investment Management
Maryland
$2K
AC
343
Alexandria Capital
Virginia
$1K -$538 -9 -27%
CAW
344
Cornerstone Advisors (Washington)
Washington
$1K
EFSCE
345
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
Toronto Dominion Bank
346
Toronto Dominion Bank
Ontario, Canada
$1K
CFA
347
Carroll Financial Associates
North Carolina
$1K +$3.59K +60 +65%
CCM
348
Criterion Capital Management
California
-$5.69M -94,900 Closed
Adage Capital Partners
349
Adage Capital Partners
Massachusetts
-$5.45M -90,939 Closed
SCA
350
SAC Capital Advisors
Connecticut
-$5.36M -89,359 Closed