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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
BCI
451
Brinker Capital Investments
Pennsylvania
$62K
ASN
452
Advisory Services Network
Georgia
$62K +$15.6K +172 +36%
IWM
453
IHT Wealth Management
Illinois
$61K
IWP
454
Icon Wealth Partners
Texas
$61K +$57.5K +635 New
GT
455
Glenmede Trust
Pennsylvania
$57K -$27.2K -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 +$49.4K +546 New
CG
459
Cutler Group
California
$50K -$127K -1,400 -73%
TF
460
Tompkins Financial
New York
$50K
GLI
461
Guardian Life Insurance
New York
$48K +$14.1K +156 +45%
Fuller & Thaler Asset Management
462
Fuller & Thaler Asset Management
California
$48K +$45.3K +500 New
EWM
463
Evercore Wealth Management
New York
$48K +$45.7K +505 New
FPFS
464
First Personal Financial Services
North Carolina
$40K +$37.9K +419 New
WTC
465
WhitTier Trust Company
Nevada
$39K
AIL
466
AGF Investments LLC
Ontario, Canada
$38K -$10.3K -114 -22%
SLF
467
Sun Life Financial
Ontario, Canada
$33K -$72.8K -804 -70%
AIM
468
ARK Investment Management
Florida
$33K +$31.1K +344 New
TL
469
TrueWealth LLC
Georgia
$26K +$24.3K +269 New
CFA
470
Carroll Financial Associates
North Carolina
$24K
VFA
471
Valeo Financial Advisors
Indiana
$24K +$1.45K +16 +7%
CTC
472
Central Trust Company
Missouri
$24K +$7.42K +82 +50%
FFG
473
Ford Financial Group
California
$24K +$22.5K +249 New
ClearBridge Investments
474
ClearBridge Investments
New York
$22K
CAPTRUST Financial Advisors
475
CAPTRUST Financial Advisors
North Carolina
$22K +$20.3K +224 New

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.