VRSK icon

Verisk Analytics
VRSK

Overview Fund Activity

509 hedge funds and large institutions have $12.5B invested in Verisk Analytics in 2016 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 191 increasing their positions, 159 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+40
Holders Change %
+8.53%
% of All Funds
12.74%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.23%
New
80
Increased
191
Reduced
159
Closed
33
Calls
$4.07M
Puts
$3M
Net Calls
+$1.06M
Net Calls Change
+$558K

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$405M
2
Invesco
Invesco
Georgia
$179M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$40.1M
4
State Street
State Street
Massachusetts
$521M
5
BFA
BlackRock Fund Advisors
California
$240M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$46.9M
2
Capital Research Global Investors
Capital Research Global Investors
California
$0
3
UBS AM
UBS AM
Illinois
$143M
4
Morgan Stanley
Morgan Stanley
New York
$296M
5
WP
Wedgewood Partners
Missouri
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLI
451
Guardian Life Insurance
New York
$48K +$1.53K +19 +3%
AIL
452
AGF Investments LLC
Ontario, Canada
$45K +$45K +550 New
WA
453
WFG Advisors
Texas
$38K +$1.07K +13 +3%
TF
454
Tompkins Financial
New York
$29K – – –
Lazard Asset Management
455
Lazard Asset Management
New York
$24K – – –
HCM
456
Herndon Capital Management
Georgia
$23K -$327K -4,036 -93%
CTC
457
Central Trust Company
Missouri
$22K – – –
CFA
458
Carroll Financial Associates
North Carolina
$22K – – –
MA
459
MUFG Americas
New York
$20K – – –
TDC
460
Thompson Davis & Co
Virginia
$19K – – –
WA
461
WealthTrust-Arizona
Arizona
$18K – – –
PSUF
462
People's United Financial
Connecticut
$18K – – –
FANJ
463
Financial Architects (New Jersey)
New Jersey
$17K – – –
TWA
464
TCI Wealth Advisors
Arizona
$16K – – –
AWM
465
AllSquare Wealth Management
New York
$16K +$5.08K +61 +47%
BIG
466
Bellwether Investment Group
Tennessee
$16K +$16K +196 New
CG
467
Cutler Group
California
$15K -$161K -2,118 -91%
IA
468
IFP Advisors
Florida
$13K +$411 +5 +3%
AA
469
Ancora Advisors
Ohio
$13K +$13K +155 New
VCM
470
Versant Capital Management
Arizona
$12K -$675 -9 -5%
WTC
471
WhitTier Trust Company
Nevada
$12K +$12K +145 New
RWA
472
Ropes Wealth Advisors
Massachusetts
$12K +$12K +150 New
GWS
473
Glassman Wealth Services
Virginia
$11K – – –
KF
474
Krilogy Financial
Missouri
$11K +$1.14K +14 +12%
CJA
475
C-J Advisory
California
$10K – – –
17 18
19
20 21