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Verisk Analytics

464 hedge funds and large institutions have $12.6B invested in Verisk Analytics in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 165 increasing their positions, 188 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

13% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $12.1M

1% more capital invested

Capital invested by funds: $12.4B → $12.6B (+$131M)

0% less funds holding

Funds holding: 465464 (-1)

12% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 188

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
464
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
12.38%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
36
Increased
165
Reduced
188
Closed
27
Calls
$13.6M
Puts
$12.1M
Net Calls
+$1.52M
Net Calls Change
+$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
426
Harel Insurance Investments & Financial Services
Israel
$30K -$2.75K -35 -9%
TF
427
Tompkins Financial
New York
$29K
ASN
428
Advisory Services Network
Georgia
$27K -$4K -51 -13%
Lazard Asset Management
429
Lazard Asset Management
New York
$24K +$5.1K +65 +28%
CFA
430
Carroll Financial Associates
North Carolina
$22K
CTC
431
Central Trust Company
Missouri
$22K +$11.4K +145 +116%
MA
432
MUFG Americas
New York
$20K -$3.06K -39 -13%
TDC
433
Thompson Davis & Co
Virginia
$19K
PSUF
434
People's United Financial
Connecticut
$18K -$184K -2,341 -91%
WA
435
WealthTrust-Arizona
Arizona
$18K -$48.6K -619 -74%
ClearBridge Investments
436
ClearBridge Investments
New York
$18K +$17.6K +225 New
FANJ
437
Financial Architects (New Jersey)
New Jersey
$17K
TWA
438
TCI Wealth Advisors
Arizona
$16K +$628 +8 +4%
FHA
439
First Horizon Advisors
Tennessee
$15K
VCM
440
Versant Capital Management
Arizona
$13K -$157 -2 -1%
IA
441
IFP Advisors
Florida
$11K +$10.3K +131 New
GWS
442
Glassman Wealth Services
Virginia
$10K
RWG
443
Regal Wealth Group
California
$8K +$4.71K +60 +150%
FMP
444
Financial Management Professionals
Texas
$8K +$8.24K +105 New
JIC
445
Joel Isaacson & Co
New York
$7K
WTB
446
Washington Trust Bank
Washington
$7K +$4.39K +56 +170%
WEC
447
Winslow Evans & Crocker
Massachusetts
$6.41K +$78 +1 +1%
NCM
448
Nelson Capital Management
California
$6K
PMFA
449
Plante Moran Financial Advisors
Michigan
$5K -$9.81K -125 -67%
CHP
450
Cable Hill Partners
Oregon
$5K