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Verisk Analytics

526 hedge funds and large institutions have $14.6B invested in Verisk Analytics in 2017 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 166 increasing their positions, 187 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

153% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 38

14% more capital invested

Capital invested by funds: $12.8B → $14.6B (+$1.79B)

12% more funds holding

Funds holding: 471526 (+55)

1.19% less ownership

Funds ownership: 93.85%92.67% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 187

79% less call options, than puts

Call options by funds: $1.83M | Put options by funds: $8.91M

Holders
526
Holders Change
+55
Holders Change %
+11.68%
% of All Funds
11.93%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.29%
New
96
Increased
166
Reduced
187
Closed
38
Calls
$1.83M
Puts
$8.91M
Net Calls
-$7.08M
Net Calls Change
+$8.67M
Name Holding Trade Value Shares
Change
Change in
Stake
II
426
Inspire Investing
Idaho
$179K +$169K +1,867 New
LBG
427
Lloyds Banking Group
United Kingdom
$178K -$181 -2 -0.1%
OWA
428
One Wealth Advisors
California
$172K +$162K +1,788 New
PG
429
PEAK6 Group
Illinois
$168K +$159K +1,752 New
Fifth Third Bancorp
430
Fifth Third Bancorp
Ohio
$166K +$58K +641 +59%
QI
431
QS Investors
New York
$165K
PAM
432
Paradigm Asset Management
New York
$163K -$22.6K -250 -13%
GBT
433
Grove Bank & Trust
Florida
$151K -$20.4K -225 -13%
HNB
434
Huntington National Bank
Ohio
$146K
VCM
435
Virtue Capital Management
Tennessee
$121K +$114K +1,263 New
PFBT
436
Parkside Financial Bank & Trust
Missouri
$116K -$7.78K -86 -7%
FFW
437
Fusion Family Wealth
New York
$116K +$110K +1,210 New
OMCS
438
Old Mutual Customised Solutions
South Africa
$115K
DCM
439
Dupont Capital Management
Delaware
$112K +$106K +1,168 New
PA
440
Perennial Advisors
New York
$106K
ADL
441
Asset Dedication LLC
California
$99K
BL
442
Balentine LLC
Georgia
$93K
GT
443
Greenleaf Trust
Michigan
$92K
WA
444
WealthTrust-Arizona
Arizona
$87K -$14.7K -162 -15%
QCG
445
Quadrant Capital Group
Ohio
$82K
QT
446
Quantbot Technologies
New York
$77K +$73K +806 New
SWP
447
Stratos Wealth Partners
Ohio
$74K +$69.8K +771 New
EMG
448
ETF Managers Group
New Jersey
$73K +$9.78K +108 +17%
FAM
449
Fred Alger Management
New York
$72K
LWM
450
Lenox Wealth Management
Ohio
$63K

VRSK Hedge Fund Activity: Q4 2017 in Review

526 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2017, worth a combined $14.6B — up 14% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VRSK positions and 38 closed out — a net gain of 58 holders — while 166 added to existing stakes and 187 trimmed.

The largest buyer was Two Creeks Capital Management, opening a new position worth an estimated $64.6M. The largest seller was Morgan Stanley, cutting an estimated $287M.

  • 526 institutional investors held Verisk Analytics (VRSK) as of Q4 2017, up from 471 in Q3 2017.
  • Funds reported $14.6B of Verisk Analytics stock for Q4 2017, up 14% quarter-over-quarter.
  • 96 funds opened new Verisk Analytics positions in Q4 2017 and 38 closed out, a net change of +58 holders.
  • The largest Verisk Analytics buyer in Q4 2017 was Two Creeks Capital Management, an estimated $64.6M added.
  • The largest Verisk Analytics seller in Q4 2017 was Morgan Stanley, an estimated $287M sold.

Based on aggregated 13F filings for Q4 2017.