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Verisk Analytics

418 hedge funds and large institutions have $11.1B invested in Verisk Analytics in 2015 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 172 increasing their positions, 121 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 28

42% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 121

35% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $1.69M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

8% more funds holding

Funds holding: 388418 (+30)

4% more capital invested

Capital invested by funds: $10.7B → $11.1B (+$404M)

Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
11.26%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.22%
New
62
Increased
172
Reduced
121
Closed
28
Calls
$2.28M
Puts
$1.69M
Net Calls
+$592K
Net Calls Change
+$935K
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
376
Jacobus Wealth Management
Wisconsin
$109K +$111K +1,504 New
BL
377
Balentine LLC
Georgia
$104K -$61K -830 -37%
WA
378
WealthTrust-Arizona
Arizona
$96K -$220 -3 -0.2%
QCG
379
Quadrant Capital Group
Ohio
$93K +$96.3K +1,311 New
IMS
380
Index Management Solutions
Pennsylvania
$82K +$62.5K +851 +304%
Fifth Third Bancorp
381
Fifth Third Bancorp
Ohio
$78K +$78.9K +1,073 New
WBC
382
Westpac Banking Corp
Australia
$77.5K -$520K -7,077 -87%
CBOA
383
Commonwealth Bank of Australia
Australia
$67K +$2.06K +28 +3%
HNB
384
Huntington National Bank
Ohio
$66K -$5.14K -70 -7%
PHK
385
Point72 Hong Kong
Hong Kong
$54K +$54.7K +745 New
FANJ
386
Financial Architects (New Jersey)
New Jersey
$50K
Walleye Trading
387
Walleye Trading
New York
$50K +$50.3K +684 New
CGT
388
Capital Guardian Trust
California
$47K
TDC
389
Thompson Davis & Co
Virginia
$47K
GT
390
Glenmede Trust
Pennsylvania
$41K +$5.88K +80 +16%
SAMC
391
Shinko Asset Management Company
Japan
$36K
TF
392
Tompkins Financial
New York
$33K -$9.19K -125 -22%
FHA
393
First Horizon Advisors
Tennessee
$32K +$9.63K +131 +42%
EWM
394
Evercore Wealth Management
New York
$29K
OSAM
395
O'Shaughnessy Asset Management
Connecticut
$29K +$29.5K +402 New
GWM
396
Gupta Wealth Management
California
$24K +$14.9K +203 +162%
CFG
397
CKW Financial Group
Hawaii
$22K
ASN
398
Advisory Services Network
Georgia
$21K +$21K +286 New
CFA
399
Carroll Financial Associates
North Carolina
$19K +$11.2K +152 +136%
MFS
400
MSI Financial Services
Massachusetts
$13K +$11.6K +158 +1,129%