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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 %
PCP
451
Proficio Capital Partners
Massachusetts
$3K -$324 -4 -10%
TSU
452
TD Securities (USA)
New York
$3K – – –
RWG
453
Regal Wealth Group
California
$3K – – –
HWP
454
Hefty Wealth Partners
Indiana
$3K – – –
WT
455
Whittier Trust
California
$3K – – –
WTB
456
Washington Trust Bank
Washington
$3K +$3K +33 New
AC
457
Alexandria Capital
Virginia
$2K -$300 -3 -13%
KT
458
Kanaly Trust
Texas
$2K – – –
ZB
459
Zions Bancorporation
Utah
$2K – – –
JWA
460
JFS Wealth Advisors
Pennsylvania
$2K +$2K +21 New
AIA
461
Alerus Investment Advisors
Minnesota
$2K +$2K +21 New
TFO
462
Tarbox Family Office
California
$2K +$2K +27 New
EFSCE
463
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
SWA
464
Sutton Wealth Advisors
Florida
$719 +$719 +9 New
LP
465
LMR Partners
United Kingdom
$253 +$253 +3,171 New
PCM
466
Penserra Capital Management
California
$247 +$156 +1,959 +172%
SGA
467
Sustainable Growth Advisers
Connecticut
– -$91.6M -1,191,122 Closed
SI
468
Scout Investments
Missouri
– -$21M -273,768 Closed
Alkeon Capital Management
469
Alkeon Capital Management
New York
– -$15.7M -204,324 Closed
CCM
470
Cadian Capital Management
New York
– -$15.2M -198,000 Closed
RIM
471
Rainier Investment Management
Washington
– -$12.2M -158,112 Closed
ACM
472
Atlanta Capital Management
Georgia
– -$11.9M -154,454 Closed
O
473
OppenheimerFunds
New York
– -$8M -104,082 Closed
SFM
474
Soros Fund Management
New York
– -$6.81M -88,626 Closed
KI
475
Kalmar Investments
Delaware
– -$5.92M -76,945 Closed
17 18
19
20 21