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Verisk Analytics

335 hedge funds and large institutions have $9.1B invested in Verisk Analytics in 2014 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 135 increasing their positions, 105 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 105

8% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 38

0% more funds holding

Funds holding: 334335 (+1)

8% less capital invested

Capital invested by funds: $9.86B → $9.1B (-$766M)

60% less call options, than puts

Call options by funds: $324K | Put options by funds: $810K

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

Holders
335
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
9.67%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.03%
New
41
Increased
135
Reduced
105
Closed
38
Calls
$324K
Puts
$810K
Net Calls
-$486K
Net Calls Change
-$572K
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
351
Convergence Investment Partners
Florida
-$766K -11,660 Closed
MCC
352
Mid Continent Capital
Illinois
-$703K -10,700 Closed
SLG
353
Stanley-Laman Group
Pennsylvania
-$555K -8,445 Closed
WSA
354
Wall Street Associates
California
-$517K -7,860 Closed
AA
355
ALPS Advisors
Colorado
-$471K -7,378 Closed
TH
356
Timber Hill
Connecticut
-$405K -6,169 Closed
CGT
357
Capital Guardian Trust
California
-$389K -5,925 Closed
Loomis, Sayles & Company
358
Loomis, Sayles & Company
Massachusetts
-$334K -5,078 Closed
MSU
359
Maple Securities USA
New Jersey
-$245K -3,728 Closed
UBWV
360
United Bank (West Virginia)
West Virginia
-$213K -3,240 Closed
QIM
361
Quantitative Investment Management
Virginia
-$210K -3,200 Closed
P
362
Pitcairn
Pennsylvania
-$202K -3,074 Closed
AAM
363
Advisors Asset Management
Colorado
-$50K -761 Closed
IRS
364
Invictus RG (Singapore)
Singapore
-$39K -592 Closed
SHWM
365
Smith & Howard Wealth Management
Georgia
-$33K -508 Closed
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
-$33K -504 Closed
WA
367
WFG Advisors
Texas
-$30K -450 Closed
SEC
368
Seven Eight Capital
New York
-$20K -300 Closed
MPWT
369
MassMutual Private Wealth & Trust
Connecticut
-$6.58K -104 Closed
Northwestern Mutual Wealth Management
370
Northwestern Mutual Wealth Management
Wisconsin
-$4K -59 Closed
WA
371
Waverly Advisors
Alabama
-$3K -50 Closed
PAS
372
Partnervest Advisory Services
California
+$506 +8 New

VRSK Hedge Fund Activity: Q1 2014 in Review

335 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q1 2014, worth a combined $9.1B — down 7.8% from $9.86B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VRSK positions and 38 closed out — a net gain of 3 holders — while 135 added to existing stakes and 105 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $65.1M. The largest seller was Old Republic International (ORI), exiting entirely with an estimated $185M sold.

  • 335 institutional investors held Verisk Analytics (VRSK) as of Q1 2014, up from 334 in Q4 2013.
  • Funds reported $9.1B of Verisk Analytics stock for Q1 2014, down 7.8% quarter-over-quarter.
  • 41 funds opened new Verisk Analytics positions in Q1 2014 and 38 closed out, a net change of +3 holders.
  • The largest Verisk Analytics buyer in Q1 2014 was Parnassus Investments, an estimated $65.1M added.
  • The largest Verisk Analytics seller in Q1 2014 was Old Republic International (ORI), an estimated $185M sold.

Based on aggregated 13F filings for Q1 2014.