VRSK icon

Verisk Analytics
VRSK

Overview Fund Activity

388 hedge funds and large institutions have $10.7B invested in Verisk Analytics in 2015 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 151 increasing their positions, 122 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+33
Holders Change %
+9.3%
% of All Funds
10.35%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
55
Increased
151
Reduced
122
Closed
18
Calls
$1.92M
Puts
$2.26M
Net Calls
-$343K
Net Calls Change
-$1.45M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$101M
2
Artisan Partners
Artisan Partners
Wisconsin
$168M
3
Capital World Investors
Capital World Investors
California
$64.3M
4
HCM
Herndon Capital Management
Georgia
$151M
5
OCAM
Onex Canada Asset Management
Ontario, Canada
$45.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$456M
2
Morgan Stanley
Morgan Stanley
New York
$336M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$322M
4
CIP
Champlain Investment Partners
Vermont
$42M
5
CWAM
Columbia Wanger Asset Management
Illinois
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
351
STRS Ohio
Ohio
$78K +$78K +1,097 New
HNB
352
Huntington National Bank
Ohio
$70K -$12.1K -170 -15%
CBOA
353
Commonwealth Bank of Australia
Australia
$64K – – –
FANJ
354
Financial Architects (New Jersey)
New Jersey
$49K +$49K +685 New
CGT
355
Capital Guardian Trust
California
$46K +$46K +645 New
TDC
356
Thompson Davis & Co
Virginia
$46K +$46K +649 New
TF
357
Tompkins Financial
New York
$41K +$212 +3 +0.5%
SAMC
358
Shinko Asset Management Company
Japan
$36K – – –
GT
359
Glenmede Trust
Pennsylvania
$35K – – –
VanEck Associates
360
VanEck Associates
New York
$32K +$15K +210 +88%
EWM
361
Evercore Wealth Management
New York
$29K +$4.87K +68 +20%
BPBT
362
Boston Private Bank & Trust
Massachusetts
$25K – – –
CFG
363
CKW Financial Group
Hawaii
$22K – – –
SIA
364
Stancorp Investment Advisers
Oregon
$22K – – –
FHA
365
First Horizon Advisors
Tennessee
$22K +$10.8K +152 +97%
IMS
366
Index Management Solutions
Pennsylvania
$20K +$14.5K +203 +264%
PSI
367
Pinnacle Summer Investments
Virginia
$15K -$6.93K -97 -32%
QI
368
QS Investors
New York
$14K – – –
Northwestern Mutual Wealth Management
369
Northwestern Mutual Wealth Management
Wisconsin
$14K +$14K +200 New
GWM
370
Gupta Wealth Management
California
$9K +$9K +125 New
TWA
371
TCI Wealth Advisors
Arizona
$8K -$137 -2 -2%
CFA
372
Carroll Financial Associates
North Carolina
$8K +$4.07K +57 +104%
PMFA
373
Plante Moran Financial Advisors
Michigan
$6K – – –
FPFS
374
First Personal Financial Services
North Carolina
$6K – – –
NCM
375
Nelson Capital Management
California
$6K +$6K +80 New
13 14
15
16 17