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Verisk Analytics
VRSK

Overview Fund Activity

355 hedge funds and large institutions have $9.74B invested in Verisk Analytics in 2014 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 141 increasing their positions, 106 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+8
Holders Change %
+2.31%
% of All Funds
9.47%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
49
Increased
141
Reduced
106
Closed
37
Calls
$1.91M
Puts
$806K
Net Calls
+$1.1M
Net Calls Change
+$689K

Top Buyers

1
HL
Harding Loevner
New Jersey
$126M
2
William Blair & Company
William Blair & Company
Illinois
$192M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$598M
4
SCM
Sterling Capital Management
North Carolina
$88.8M
5
SI
Scout Investments
Missouri
$45.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$731M
2
Capital Research Global Investors
Capital Research Global Investors
California
$314M
3
Franklin Resources
Franklin Resources
California
$110M
4
Morgan Stanley
Morgan Stanley
New York
$467M
5
TG
TCW Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
326
Manchester Capital Management
Vermont
$46K – – –
TF
327
Tompkins Financial
New York
$37K +$31K +485 +522%
SAMC
328
Shinko Asset Management Company
Japan
$32K -$6.4K -100 -17%
GT
329
Glenmede Trust
Pennsylvania
$32K – – –
Royal London Asset Management
330
Royal London Asset Management
United Kingdom
$27.9K +$6.15K +9,483 +28%
EWM
331
Evercore Wealth Management
New York
$22K -$13K -199 -37%
BPBT
332
Boston Private Bank & Trust
Massachusetts
$22K -$3.14K -50 -13%
PSI
333
Pinnacle Summer Investments
Virginia
$20K – – –
SIA
334
Stancorp Investment Advisers
Oregon
$20K +$20K +311 New
RC
335
RegentAtlantic Capital
New Jersey
$19K +$19K +297 New
CFG
336
CKW Financial Group
Hawaii
$19K – – –
SEC
337
Seven Eight Capital
New York
$19K +$19K +300 New
VanEck Associates
338
VanEck Associates
New York
$15K +$15K +239 New
QI
339
QS Investors
New York
$13K – – –
FHA
340
First Horizon Advisors
Tennessee
$10K – – –
TWA
341
TCI Wealth Advisors
Arizona
$8K +$739 +11 +10%
PMFA
342
Plante Moran Financial Advisors
Michigan
$6K – – –
WEC
343
Winslow Evans & Crocker
Massachusetts
$5.06K – – –
IMS
344
Index Management Solutions
Pennsylvania
$5K +$5K +77 New
CFA
345
Carroll Financial Associates
North Carolina
$4K -$7.13K -98 -64%
FPFS
346
First Personal Financial Services
North Carolina
$4K +$4K +75 New
WT
347
Whittier Trust
California
$3K – – –
MFS
348
MSI Financial Services
Massachusetts
$3K +$167 +3 +6%
KT
349
Kanaly Trust
Texas
$2K – – –
AC
350
Alexandria Capital
Virginia
$2K +$2K +30 New
12 13
14
15 16