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Verisk Analytics

545 hedge funds and large institutions have $16B invested in Verisk Analytics in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 170 increasing their positions, 214 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 49

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

9% more capital invested

Capital invested by funds: $14.6B → $16B (+$1.39B)

4% more funds holding

Funds holding: 526545 (+19)

0.75% more ownership

Funds ownership: 92.67%93.42% (+0.75%)

21% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 214

76% less call options, than puts

Call options by funds: $3.7M | Put options by funds: $15.6M

Holders
545
Holders Change
+19
Holders Change %
+3.61%
% of All Funds
12.49%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.39%
New
75
Increased
170
Reduced
214
Closed
49
Calls
$3.7M
Puts
$15.6M
Net Calls
-$11.9M
Net Calls Change
-$4.82M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
326
Wealthspire Advisors (Maryland)
Maryland
$847K +$94.4K +946 +13%
KRS
327
Kentucky Retirement Systems
Kentucky
$842K -$149K -1,489 -16%
RG
328
Rathbones Group
United Kingdom
$828K +$795K +7,962 New
MYAM
329
Meiji Yasuda Asset Management
Japan
$812K +$26K +260 +3%
KIA
330
KCM Investment Advisors
California
$800K
HK
331
Horizon Kinetics
New York
$790K
OI
332
Oakbrook Investments
Illinois
$783K +$752K +7,530 New
BOC
333
Barbara Oil Co
Illinois
$780K
SLAM
334
Swiss Life Asset Management
$769K +$738K +7,393 New
V
335
Veritable
Delaware
$761K +$35.4K +355 +5%
CCA
336
Conestoga Capital Advisors
Pennsylvania
$727K -$11K -110 -2%
WCA
337
Waratah Capital Advisors
Ontario, Canada
$724K +$695K +6,965 New
BAS
338
Brown Advisory Securities
Maryland
$700K -$10.2K -102 -1%
GHCM
339
Glen Harbor Capital Management
California
$689K -$68.1K -682 -9%
PG
340
PEAK6 Group
Illinois
$663K +$461K +4,620 +264%
AIP
341
Ameritas Investment Partners
Nebraska
$658K
Nisa Investment Advisors
342
Nisa Investment Advisors
Missouri
$654K
LIA
343
LS Investment Advisors
Michigan
$650K -$1.19M -11,957 -66%
KeyBank National Association
344
KeyBank National Association
Ohio
$645K -$306K -3,063 -33%
LMGAM
345
Liberty Mutual Group Asset Management
Massachusetts
$644K
BS
346
Banco Santander
Spain
$633K +$607K +6,085 New
BCM
347
Brookstone Capital Management
Illinois
$623K -$29.9K -300 -5%
CSS
348
Cubist Systematic Strategies
Connecticut
$610K +$585K +5,862 New
CB
349
Cadence Bank
Mississippi
$602K +$11.7K +117 +2%
AA
350
ALPS Advisors
Colorado
$599K +$575K +5,761 New

VRSK Hedge Fund Activity: Q1 2018 in Review

545 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q1 2018, worth a combined $16B — up 9.5% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VRSK positions and 49 closed out — a net gain of 26 holders — while 170 added to existing stakes and 214 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $120M. The largest seller was Berkshire Hathaway, cutting an estimated $128M.

  • 545 institutional investors held Verisk Analytics (VRSK) as of Q1 2018, up from 526 in Q4 2017.
  • Funds reported $16B of Verisk Analytics stock for Q1 2018, up 9.5% quarter-over-quarter.
  • 75 funds opened new Verisk Analytics positions in Q1 2018 and 49 closed out, a net change of +26 holders.
  • The largest Verisk Analytics buyer in Q1 2018 was Massachusetts Financial Services, an estimated $120M added.
  • The largest Verisk Analytics seller in Q1 2018 was Berkshire Hathaway, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2018.