Verisk Analytics
VRSK
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.
206% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 18
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
24% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 122
10% more capital invested
Capital invested by funds: $9.74B → $10.7B (+$968M)
9% more funds holding
Funds holding: 355 → 388 (+33)
15% less call options, than puts
Call options by funds: $1.92M | Put options by funds: $2.26M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$95.8M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$82.5M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$60.8M |
| 4 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
+$55.7M |
| 5 |
OCAM
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
+$42.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$339M |
| 2 |
Morgan Stanley
New York
|
-$174M |
| 3 |
Neuberger Berman Group
New York
|
-$38.5M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$33.8M |
| 5 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$31.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EGM
401
Engineers Gate Manager
New York
| – | -$216K | -3,374 | Closed |
|
402
Parallax Volatility Advisers
San Francisco,
California
| – | -$138K | -2,037 | Closed |
|
|
MCM
403
Manchester Capital Management
Manchester,
Vermont
| – | -$46K | -720 | Closed |
|
|
RC
404
RegentAtlantic Capital
Morristown,
New Jersey
| – | -$19K | -297 | Closed |
|
|
NPC
405
National Planning Corporation
El Segundo,
California
| – | -$1.76K | -28 | Closed |
|
VRSK Hedge Fund Activity: Q1 2015 in Review
388 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q1 2015, worth a combined $10.7B — up 9.9% from $9.74B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new VRSK positions and 18 closed out — a net gain of 37 holders — while 151 added to existing stakes and 122 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $95.8M. The largest seller was Fidelity Investments, cutting an estimated $339M.
- 388 institutional investors held Verisk Analytics (VRSK) as of Q1 2015, up from 355 in Q4 2014.
- Funds reported $10.7B of Verisk Analytics stock for Q1 2015, up 9.9% quarter-over-quarter.
- 55 funds opened new Verisk Analytics positions in Q1 2015 and 18 closed out, a net change of +37 holders.
- The largest Verisk Analytics buyer in Q1 2015 was Victory Capital Management, an estimated $95.8M added.
- The largest Verisk Analytics seller in Q1 2015 was Fidelity Investments, an estimated $339M sold.
Based on aggregated 13F filings for Q1 2015.