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Verisk Analytics
VRSK

Overview Fund Activity

575 hedge funds and large institutions have $18.6B invested in Verisk Analytics in 2018 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 231 increasing their positions, 200 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+26
Holders Change %
+4.74%
% of All Funds
13.17%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.37%
New
64
Increased
231
Reduced
200
Closed
32
Calls
$5.99M
Puts
$8.03M
Net Calls
-$2.04M
Net Calls Change
+$1.2M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$115M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$85.8M
3
BlackRock
BlackRock
New York
+$79.9M
4
Morgan Stanley
Morgan Stanley
New York
+$50.9M
5
Goldman Sachs
Goldman Sachs
New York
+$46.5M

Top Sellers

1
NEAM
New England Asset Management
Connecticut
-$215M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$53.7M
3
FCM
Farallon Capital Management
California
-$47.9M
4
UBS AM
UBS AM
Illinois
-$46.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$44.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAG
401
Polaris Wealth Advisory Group
California
$364K +$364K +3,021 New
CS
402
Cannell & Spears
New York
$362K – – –
Envestnet Asset Management
403
Envestnet Asset Management
Illinois
$360K -$6.24M -51,867 -95%
SBL
404
Sargent Bickham Lagudis
Colorado
$359K – – –
DWA
405
Douglass Winthrop Advisors
New York
$356K -$1.2K -10 -0.3%
SFM
406
Signature Financial Management
Virginia
$350K -$18.5K -153 -5%
SB
407
Simmons Bank
Arkansas
$348K -$2.05K -17 -0.6%
SCA
408
Snowden Capital Advisors
New York
$335K +$1.33K +11 +0.4%
ZCA
409
Zeke Capital Advisors
Pennsylvania
$331K -$963 -8 -0.3%
Creative Planning
410
Creative Planning
Kansas
$329K +$10.1K +84 +3%
DT
411
Diversified Trust
Tennessee
$324K -$18.1K -150 -5%
Jane Street
412
Jane Street
New York
$318K -$198K -1,639 -38%
CI
413
Conning Inc
Connecticut
$318K -$24.1K -200 -7%
RJFSA
414
Raymond James Financial Services Advisors
Florida
$316K +$34.9K +289 +12%
ET
415
Equitable Trust
Tennessee
$316K +$316K +2,622 New
IRF
416
IBM Retirement Fund
New York
$315K -$55.8K -463 -15%
CTC
417
Central Trust Company
Missouri
$315K +$50.9K +422 +19%
SBH
418
Segall Bryant & Hamill
Illinois
$303K – – –
Korea Investment Corp
419
Korea Investment Corp
South Korea
$295K -$2.94M -24,428 -91%
CWM
420
Cornerstone Wealth Management
Missouri
$278K +$324 +27 +0.1%
LOAMS
421
Lombard Odier Asset Management (Switzerland)
Switzerland
$273K +$273K +2,263 New
DCM
422
Dupont Capital Management
Delaware
$271K +$271K +2,249 New
W
423
Wealthfront
California
$264K +$8.07K +67 +3%
GT
424
Greenleaf Trust
Michigan
$261K +$32.8K +272 +14%
CS
425
Comerica Securities
Michigan
$260K +$260K +2,156 New
15 16
17
18 19