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Verisk Analytics

550 hedge funds and large institutions have $16.5B invested in Verisk Analytics in 2018 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 207 increasing their positions, 197 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

5% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 197

3% more capital invested

Capital invested by funds: $16B → $16.5B (+$517M)

1% more funds holding

Funds holding: 545550 (+5)

0.37% less ownership

Funds ownership: 93.42%93.05% (-0.37%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

37% less call options, than puts

Call options by funds: $5.6M | Put options by funds: $8.83M

Holders
550
Holders Change
+5
Holders Change %
+0.92%
% of All Funds
12.59%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.34%
New
54
Increased
207
Reduced
197
Closed
44
Calls
$5.6M
Puts
$8.83M
Net Calls
-$3.23M
Net Calls Change
+$8.66M
Name Holding Trade Value Shares
Change
Change in
Stake
W
426
Wealthfront
California
$229K +$226K +2,126 New
DAS
427
Dynamic Advisor Solutions
Arizona
$226K
CPH
428
C Partners Holding
Switzerland
$222K -$17.7K -166 -7%
DILIC
429
Dai-ichi Life Insurance Company
Japan
$220K
BSW
430
Buckingham Strategic Wealth
Missouri
$218K
FP
431
Foundry Partners
Minnesota
$218K +$216K +2,027 New
GAM
432
Griffin Asset Management
New York
$215K
CWM
433
Cornerstone Wealth Management
Missouri
$214K +$2.46M +23,139 New
P
434
Pitcairn
Pennsylvania
$211K -$16.1K -151 -7%
CSS
435
Cubist Systematic Strategies
Connecticut
$205K -$421K -3,957 -68%
Macquarie Group
436
Macquarie Group
Australia
$204K -$351K -3,300 -63%
COI
437
Connable Office Inc
Michigan
$203K -$12K -113 -6%
GT
438
Greenleaf Trust
Michigan
$203K +$126K +1,188 +169%
LBG
439
Lloyds Banking Group
United Kingdom
$202K -$2.77K -26 -1%
Bessemer Group
440
Bessemer Group
New Jersey
$202K
EDRH
441
Edmond de Rothschild Holding
Switzerland
$188K +$186K +1,751 New
QI
442
QS Investors
New York
$184K -$958 -9 -0.5%
PAM
443
Paradigm Asset Management
New York
$183K
RIM
444
Rampart Investment Management
Connecticut
$170K -$196K -1,842 -54%
CAPTRUST Financial Advisors
445
CAPTRUST Financial Advisors
North Carolina
$166K +$79.8K +750 +95%
RCAG
446
Rehmann Capital Advisory Group
Michigan
$160K +$16.4K +154 +12%
CMBA
447
C.M. Bidwell & Associates
Hawaii
$150K
GT
448
Glenmede Trust
Pennsylvania
$147K +$81.3K +764 +127%
SMFS
449
Squar Milner Financial Services
California
$146K +$145K +1,360 New
RFC
450
Regions Financial Corp
Alabama
$142K -$245K -2,298 -64%

VRSK Hedge Fund Activity: Q2 2018 in Review

550 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q2 2018, worth a combined $16.5B — up 3.2% from $16B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VRSK positions and 44 closed out — a net gain of 10 holders — while 207 added to existing stakes and 197 trimmed.

The largest buyer was Waddell & Reed Financial, adding an estimated $172M. The largest seller was Parnassus Investments, cutting an estimated $156M.

  • 550 institutional investors held Verisk Analytics (VRSK) as of Q2 2018, up from 545 in Q1 2018.
  • Funds reported $16.5B of Verisk Analytics stock for Q2 2018, up 3.2% quarter-over-quarter.
  • 54 funds opened new Verisk Analytics positions in Q2 2018 and 44 closed out, a net change of +10 holders.
  • The largest Verisk Analytics buyer in Q2 2018 was Waddell & Reed Financial, an estimated $172M added.
  • The largest Verisk Analytics seller in Q2 2018 was Parnassus Investments, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2018.