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Verisk Analytics
VRSK

749 hedge funds and large institutions have $29.2B invested in Verisk Analytics in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 295 increasing their positions, 257 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $25.1B → $29.2B (+$4.11B)

15% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 257

11% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 64

1.74% more ownership

Funds ownership: 88.7% → 90.44% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0% less funds holding

Funds holding: 751 → 749 (-2)

13% less call options, than puts

Call options by funds: $51.2M | Put options by funds: $59.1M

Holders
749
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
13.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
71
Increased
295
Reduced
257
Closed
64
Calls
$51.2M
Puts
$59.1M
Net Calls
-$7.88M
Net Calls Change
+$1.01M

Top Buyers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
+$205M
2
Goldman Sachs
Goldman Sachs
New York
+$178M
3
Amundi
Amundi
France
+$168M
4
CS
Credit Suisse
Switzerland
+$118M
5
Brown Advisory
Brown Advisory
Maryland
+$97M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$225M
2
Franklin Resources
Franklin Resources
California
-$211M
3
Citigroup
Citigroup
New York
-$98.5M
4
Millennium Management
Millennium Management
New York
-$86.3M
5
Invesco
Invesco
Georgia
-$83.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
376
Kestra Advisory Services
Texas
$1.37M +$250K +1,291 +23%
IAA
377
Independent Advisor Alliance
North Carolina
$1.36M +$86.4K +446 +7%
CFG
378
CMC Financial Group
Georgia
$1.36M -$3.29K -17 -0.2%
FHB
379
First Hawaiian Bank
Hawaii
$1.34M +$1.3M +6,707 New
Kovitz Investment Group Partners
380
Kovitz Investment Group Partners
Illinois
$1.31M – – –
WP
381
WMS Partners
Maryland
$1.3M +$479K +2,472 +61%
LT
382
Lindsell Train
United Kingdom
$1.3M – – –
VFA
383
Voya Financial Advisors
Connecticut
$1.3M +$119K +613 +11%
Bessemer Group
384
Bessemer Group
New Jersey
$1.3M -$85K -439 -6%
MYAM
385
Meiji Yasuda Asset Management
Japan
$1.28M +$15.5K +80 +1%
APWM
386
Atlas Private Wealth Management
New York
$1.27M -$187K -965 -13%
CCA
387
Conestoga Capital Advisors
Pennsylvania
$1.27M -$86.2K -445 -7%
SWM
388
Sugarloaf Wealth Management
Georgia
$1.26M +$1.74K +9 +0.1%
AAM
389
Azzad Asset Management
Virginia
$1.25M +$126K +649 +12%
NL
390
NVWM LLC
Pennsylvania
$1.25M +$1.21M +6,248 New
AC
391
Annandale Capital
Texas
$1.25M – – –
Koshinski Asset Management
392
Koshinski Asset Management
Illinois
$1.24M +$260K +1,342 +28%
Mercer Global Advisors
393
Mercer Global Advisors
Colorado
$1.23M +$29.8K +154 +3%
PC
394
Pecaut & Co
Iowa
$1.2M – – –
CAPTRUST Financial Advisors
395
CAPTRUST Financial Advisors
North Carolina
$1.19M -$30.2K -156 -3%
TP
396
Tranquility Partners
Tennessee
$1.19M +$3.1K +16 +0.3%
SWP
397
Stratos Wealth Partners
Ohio
$1.19M -$59.3K -306 -5%
Simplex Trading
398
Simplex Trading
Illinois
$1.19M – – –
HBT
399
Hills Bank & Trust
Iowa
$1.18M +$969 +5 +0.1%
MFGM
400
Marshall Financial Group (Maryland)
Maryland
$1.16M +$66.8K +345 +6%
14 15
16
17 18

VRSK Hedge Fund Activity: Q3 2021 in Review

749 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q3 2021, worth a combined $29.2B — up 16% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VRSK positions and 64 closed out — a net gain of 7 holders — while 295 added to existing stakes and 257 trimmed.

The largest buyer was Barclays, adding an estimated $205M. The largest seller was T. Rowe Price Associates, cutting an estimated $225M.

  • 749 institutional investors held Verisk Analytics (VRSK) as of Q3 2021, down from 751 in Q2 2021.
  • Funds reported $29.2B of Verisk Analytics stock for Q3 2021, up 16% quarter-over-quarter.
  • 71 funds opened new Verisk Analytics positions in Q3 2021 and 64 closed out, a net change of +7 holders.
  • The largest Verisk Analytics buyer in Q3 2021 was Barclays, an estimated $205M added.
  • The largest Verisk Analytics seller in Q3 2021 was T. Rowe Price Associates, an estimated $225M sold.

Based on aggregated 13F filings for Q3 2021.