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Verisk Analytics
VRSK

Overview Fund Activity

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.

Holders
418
Holders Change
+30
Holders Change %
+7.73%
% of All Funds
11.27%
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

Top Buyers

1
HL
1
Harding Loevner
New Jersey
$422M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$182M
3
ACM
3
AKRE Capital Management
Virginia
$145M
4
SGA
4
Sustainable Growth Advisers
Connecticut
$70.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$726M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$260M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$494M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$177M
4
CIP
4
Champlain Investment Partners
Vermont
$0
5
Ohio Public Employees Retirement System (OPERS)
5
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JWM
376
Jacobus Wealth Management
Wisconsin
$109K 1,504 +1,504 New
BL
377
Balentine LLC
Georgia
$104K 1,425 -830 -37%
WA
378
WealthTrust-Arizona
Arizona
$96K 1,322 -3 -0.2%
QCG
379
Quadrant Capital Group
Ohio
$93K 1,311 +1,311 New
IMS
380
Index Management Solutions
Pennsylvania
$82K 1,131 +851 +304%
Fifth Third Bancorp
381
Fifth Third Bancorp
Ohio
$78K 1,073 +1,073 New
WBC
382
Westpac Banking Corp
Australia
$77.5K 1,065 -7,077 -87%
CBOA
383
Commonwealth Bank of Australia
Australia
$67K 928 +28 +3%
HNB
384
Huntington National Bank
Ohio
$66K 910 -70 -7%
PHK
385
Point72 Hong Kong
Hong Kong
$54K 745 +745 New
FANJ
386
Financial Architects (New Jersey)
New Jersey
$50K 685 – –
Walleye Trading
387
Walleye Trading
New York
$50K 684 +684 New
TDC
388
Thompson Davis & Co
Virginia
$47K 649 – –
CGT
389
Capital Guardian Trust
California
$47K 645 – –
GT
390
Glenmede Trust
Pennsylvania
$41K 580 +80 +16%
SAMC
391
Shinko Asset Management Company
Japan
$36K 500 – –
TF
392
Tompkins Financial
New York
$33K 456 -125 -22%
FHA
393
First Horizon Advisors
Tennessee
$32K 440 +131 +42%
EWM
394
Evercore Wealth Management
New York
$29K 405 – –
OSAM
395
O'Shaughnessy Asset Management
Connecticut
$29K 402 +402 New
GWM
396
Gupta Wealth Management
California
$24K 328 +203 +162%
CFG
397
CKW Financial Group
Hawaii
$22K 303 – –
ASN
398
Advisory Services Network
Georgia
$21K 286 +286 New
CFA
399
Carroll Financial Associates
North Carolina
$19K 264 +152 +136%
MFS
400
MSI Financial Services
Massachusetts
$13K 172 +158 +1,129%
14 15
16
17 18