VRSK icon

Verisk Analytics
VRSK

Overview Fund Activity

544 hedge funds and large institutions have $16B invested in Verisk Analytics in 2018 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 170 increasing their positions, 214 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+18
Holders Change %
+3.42%
% of All Funds
12.49%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.39%
New
74
Increased
170
Reduced
214
Closed
49
Calls
$3.7M
Puts
$15.6M
Net Calls
-$11.9M
Net Calls Change
-$4.82M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$126M
2
Franklin Resources
Franklin Resources
California
+$89.3M
3
BI
BlueSpruce Investments
Illinois
+$66.4M
4
Renaissance Technologies
Renaissance Technologies
New York
+$58.9M
5
EVM
Eaton Vance Management
Massachusetts
+$53.2M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$133M
2
WP
Wedgewood Partners
Missouri
-$110M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$102M
4
Invesco
Invesco
Georgia
-$82.5M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMCS
451
Old Mutual Customised Solutions
South Africa
$125K – – –
VCM
452
Virtue Capital Management
Tennessee
$123K -$13.5K -125 -10%
PFBT
453
Parkside Financial Bank & Trust
Missouri
$115K -$10.8K -104 -9%
ADL
454
Asset Dedication LLC
California
$108K – – –
PA
455
Perennial Advisors
New York
$104K -$10.4K -100 -9%
Fifth Third Bancorp
456
Fifth Third Bancorp
Ohio
$101K -$78.7K -759 -44%
NIMI
457
Natixis Investment Managers International
France
$100K +$100K +963 New
QCG
458
Quadrant Capital Group
Ohio
$89K +$617 +6 +0.7%
EMG
459
ETF Managers Group
New Jersey
$88K +$11K +108 +14%
SWM
460
SeaCrest Wealth Management
New York
$84K +$26.9K +257 +47%
CAPTRUST Financial Advisors
461
CAPTRUST Financial Advisors
North Carolina
$80K +$57.3K +567 +253%
FAM
462
Fred Alger Management
New York
$78K – – –
GT
463
Greenleaf Trust
Michigan
$73K -$27K -260 -27%
WA
464
WealthTrust-Arizona
Arizona
$73K -$20.9K -202 -22%
BCI
465
Brinker Capital Investments
Pennsylvania
$68K – – –
IFAM
466
Institutional & Family Asset Management
Colorado
$68K +$68K +650 New
MYIA
467
Mount Yale Investment Advisors
Colorado
$68K +$68K +650 New
IWM
468
IHT Wealth Management
Illinois
$67K +$3.35K +33 +5%
AIM
469
ARK Investment Management
Florida
$67K +$31.4K +304 +88%
CBT
470
Capital Bank & Trust
California
$61K – – –
GT
471
Glenmede Trust
Pennsylvania
$57K – – –
TF
472
Tompkins Financial
New York
$56K +$1.56K +15 +3%
CG
473
Cutler Group
California
$54K – – –
Fuller & Thaler Asset Management
474
Fuller & Thaler Asset Management
California
$52K – – –
LWM
475
Lenox Wealth Management
Ohio
$47K -$19.9K -194 -30%
17 18
19
20 21