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Verisk Analytics
VRSK

Overview Fund Activity

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 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
+56
Holders Change %
+11.91%
% of All Funds
11.95%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.3%
New
96
Increased
166
Reduced
187
Closed
37
Calls
$1.83M
Puts
$8.91M
Net Calls
-$7.08M
Net Calls Change
+$8.67M

Top Buyers

1
TCCM
Two Creeks Capital Management
New York
$68.5M
2
Victory Capital Management
Victory Capital Management
Texas
$61M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$45.6M
4
Citadel Advisors
Citadel Advisors
Florida
$49.6M
5
JCM
Junto Capital Management
New York
$50.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$58.2M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$191M
3
Ameriprise
Ameriprise
Minnesota
$17.8M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$220M
5
UIM
USS Investment Management
United Kingdom
$73M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
451
Brinker Capital Investments
Pennsylvania
$62K – – –
ASN
452
Advisory Services Network
Georgia
$62K +$16.5K +172 +36%
IWM
453
IHT Wealth Management
Illinois
$61K – – –
IWP
454
Icon Wealth Partners
Texas
$61K +$61K +635 New
GT
455
Glenmede Trust
Pennsylvania
$57K -$28.5K -300 -33%
CBT
456
Capital Bank & Trust
California
$57K – – –
AFNAS
457
American Financial Network Advisory Services
California
$53K – – –
SWM
458
SeaCrest Wealth Management
New York
$52K +$52K +546 New
CG
459
Cutler Group
California
$50K -$133K -1,400 -73%
TF
460
Tompkins Financial
New York
$50K – – –
GLI
461
Guardian Life Insurance
New York
$48K +$14.9K +156 +45%
Fuller & Thaler Asset Management
462
Fuller & Thaler Asset Management
California
$48K +$48K +500 New
EWM
463
Evercore Wealth Management
New York
$48K +$48K +505 New
FPFS
464
First Personal Financial Services
North Carolina
$40K +$40K +419 New
WTC
465
WhitTier Trust Company
Nevada
$39K – – –
AIL
466
AGF Investments LLC
Ontario, Canada
$38K -$10.9K -114 -22%
SLF
467
Sun Life Financial
Ontario, Canada
$33K -$78.3K -804 -70%
AIM
468
ARK Investment Management
Florida
$33K +$33K +344 New
TL
469
TrueWealth LLC
Georgia
$26K +$26K +269 New
CFA
470
Carroll Financial Associates
North Carolina
$24K – – –
VFA
471
Valeo Financial Advisors
Indiana
$24K +$1.57K +16 +7%
CTC
472
Central Trust Company
Missouri
$24K +$7.97K +82 +50%
FFG
473
Ford Financial Group
California
$24K +$24K +249 New
ClearBridge Investments
474
ClearBridge Investments
New York
$22K – – –
CAPTRUST Financial Advisors
475
CAPTRUST Financial Advisors
North Carolina
$22K +$22K +224 New
17 18
19
20 21