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Verisk Analytics
VRSK

Overview Fund Activity

465 hedge funds and large institutions have $12.4B invested in Verisk Analytics in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 154 increasing their positions, 199 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+4
Holders Change %
+0.87%
% of All Funds
12.41%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
53
Increased
154
Reduced
199
Closed
46
Calls
$7.4M
Puts
$11.7M
Net Calls
-$4.27M
Net Calls Change
-$2.02M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$639M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$87.7M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$151M
4
JCM
Junto Capital Management
New York
$27.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.06B

Top Sellers

1
HCM
Herndon Capital Management
Georgia
$1.22M
2
SGA
Sustainable Growth Advisers
Connecticut
$0
3
Neuberger Berman Group
Neuberger Berman Group
New York
$227M
4
BAMCO Inc
BAMCO Inc
New York
$228M
5
Wells Fargo
Wells Fargo
California
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
426
Advisory Services Network
Georgia
$30K – – –
TF
427
Tompkins Financial
New York
$29K -$5.35K -67 -16%
TRCT
428
Tower Research Capital (TRC)
New York
$29K +$29K +362 New
MA
429
MUFG Americas
New York
$23K -$83.2K -1,045 -78%
CFA
430
Carroll Financial Associates
North Carolina
$22K +$391 +5 +2%
TDC
431
Thompson Davis & Co
Virginia
$19K -$30.5K -380 -62%
GWM
432
Gupta Wealth Management
California
$18K – – –
Lazard Asset Management
433
Lazard Asset Management
New York
$18K – – –
FANJ
434
Financial Architects (New Jersey)
New Jersey
$17K +$17K +208 New
FHA
435
First Horizon Advisors
Tennessee
$15K -$17.2K -223 -53%
TWA
436
TCI Wealth Advisors
Arizona
$15K +$1.25K +16 +9%
PMFA
437
Plante Moran Financial Advisors
Michigan
$15K +$15K +186 New
SEC
438
Seven Eight Capital
New York
$14K +$14K +174 New
VCM
439
Versant Capital Management
Arizona
$13K – – –
OSAM
440
O'Shaughnessy Asset Management
Connecticut
$12K +$5.56K +70 +86%
MPWT
441
MassMutual Private Wealth & Trust
Connecticut
$11.6K +$11.6K +145 New
GWS
442
Glassman Wealth Services
Virginia
$10K – – –
CTC
443
Central Trust Company
Missouri
$10K +$10K +125 New
AAM
444
Advisors Asset Management
Colorado
$8K +$8K +100 New
JIC
445
Joel Isaacson & Co
New York
$7K -$2.39K -29 -25%
WEC
446
Winslow Evans & Crocker
Massachusetts
$6.31K -$80 -1 -1%
NCM
447
Nelson Capital Management
California
$6K – – –
CHP
448
Cable Hill Partners
Oregon
$5K -$11.9K -141 -71%
GWM
449
Geneos Wealth Management
Colorado
$4K +$4K +57 New
Nuveen Asset Management
450
Nuveen Asset Management
Illinois
$3.28K +$1.28K +15,989 +64%
16 17
18
19 20