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Verisk Analytics
VRSK

Overview Fund Activity

469 hedge funds and large institutions have $12.6B invested in Verisk Analytics in 2016 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 170 increasing their positions, 172 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+6
Holders Change %
+1.3%
% of All Funds
12.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
47
Increased
170
Reduced
172
Closed
36
Calls
$7.06M
Puts
$6.55M
Net Calls
+$505K
Net Calls Change
-$1.02M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$337M
2
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$112M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.14B
4
Ameriprise
Ameriprise
Minnesota
$45.4M
5
Parnassus Investments
Parnassus Investments
California
$392M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$56.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$595M
3
JCM
Junto Capital Management
New York
$0
4
IIP
Intermede Investment Partners
United Kingdom
$0
5
FAM
Fred Alger Management
New York
$74.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
426
Lazard Asset Management
New York
$24K – – –
CTC
427
Central Trust Company
Missouri
$22K – – –
CFA
428
Carroll Financial Associates
North Carolina
$22K – – –
MA
429
MUFG Americas
New York
$20K – – –
LAM
430
Lebenthal Asset Management
New York
$20K +$20K +242 New
TDC
431
Thompson Davis & Co
Virginia
$19K – – –
WA
432
WealthTrust-Arizona
Arizona
$18K -$82 -1 -0.5%
PSUF
433
People's United Financial
Connecticut
$18K – – –
ClearBridge Investments
434
ClearBridge Investments
New York
$18K – – –
FANJ
435
Financial Architects (New Jersey)
New Jersey
$17K – – –
TWA
436
TCI Wealth Advisors
Arizona
$16K – – –
VCM
437
Versant Capital Management
Arizona
$13K -$154 -2 -1%
IA
438
IFP Advisors
Florida
$12K +$1.73K +22 +17%
GWS
439
Glassman Wealth Services
Virginia
$11K +$1.15K +14 +12%
AWM
440
AllSquare Wealth Management
New York
$11K +$11K +131 New
CJA
441
C-J Advisory
California
$10K +$10K +120 New
KF
442
Krilogy Financial
Missouri
$10K +$10K +121 New
SIG
443
Stanford Investment Group
California
$9K +$9K +112 New
VOYA Investment Management
444
VOYA Investment Management
Georgia
$8.78K +$192 +2,368 +2%
HIIFS
445
Harel Insurance Investments & Financial Services
Israel
$8K -$20.9K -264 -72%
RWG
446
Regal Wealth Group
California
$8K – – –
NCM
447
Nelson Capital Management
California
$7K – – –
JIC
448
Joel Isaacson & Co
New York
$7K – – –
WEC
449
Winslow Evans & Crocker
Massachusetts
$6.42K – – –
PMFA
450
Plante Moran Financial Advisors
Michigan
$6K +$618 +7 +11%
16 17
18
19 20