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Verisk Analytics

545 hedge funds and large institutions have $16B invested in Verisk Analytics in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 170 increasing their positions, 214 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 49

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

9% more capital invested

Capital invested by funds: $14.6B → $16B (+$1.39B)

4% more funds holding

Funds holding: 526545 (+19)

0.75% more ownership

Funds ownership: 92.67%93.42% (+0.75%)

21% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 214

76% less call options, than puts

Call options by funds: $3.7M | Put options by funds: $15.6M

Holders
545
Holders Change
+19
Holders Change %
+3.61%
% 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
75
Increased
170
Reduced
214
Closed
49
Calls
$3.7M
Puts
$15.6M
Net Calls
-$11.9M
Net Calls Change
-$4.82M
Name Holding Trade Value Shares
Change
Change in
Stake
FFW
451
Fusion Family Wealth
New York
$126K
OMCS
452
Old Mutual Customised Solutions
South Africa
$125K
VCM
453
Virtue Capital Management
Tennessee
$123K -$12.5K -125 -10%
PFBT
454
Parkside Financial Bank & Trust
Missouri
$115K -$10.4K -104 -9%
ADL
455
Asset Dedication LLC
California
$108K
PA
456
Perennial Advisors
New York
$104K -$9.98K -100 -9%
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$101K -$75.8K -759 -44%
NIMI
458
Natixis Investment Managers International
France
$100K +$96.1K +963 New
QCG
459
Quadrant Capital Group
Ohio
$89K +$599 +6 +0.7%
EMG
460
ETF Managers Group
New Jersey
$88K +$10.8K +108 +14%
SWM
461
SeaCrest Wealth Management
New York
$84K +$25.7K +257 +47%
CAPTRUST Financial Advisors
462
CAPTRUST Financial Advisors
North Carolina
$80K +$56.6K +567 +253%
FAM
463
Fred Alger Management
New York
$78K
GT
464
Greenleaf Trust
Michigan
$73K -$26K -260 -27%
WA
465
WealthTrust-Arizona
Arizona
$73K -$20.2K -202 -22%
BCI
466
Brinker Capital Investments
Pennsylvania
$68K
IFAM
467
Institutional & Family Asset Management
Colorado
$68K +$64.9K +650 New
MYIA
468
Mount Yale Investment Advisors
Colorado
$68K +$64.9K +650 New
IWM
469
IHT Wealth Management
Illinois
$67K +$3.29K +33 +5%
AIM
470
ARK Investment Management
Florida
$67K +$30.3K +304 +88%
CBT
471
Capital Bank & Trust
California
$61K
GT
472
Glenmede Trust
Pennsylvania
$57K
TF
473
Tompkins Financial
New York
$56K +$1.5K +15 +3%
CG
474
Cutler Group
California
$54K
Fuller & Thaler Asset Management
475
Fuller & Thaler Asset Management
California
$52K

VRSK Hedge Fund Activity: Q1 2018 in Review

545 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q1 2018, worth a combined $16B — up 9.5% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VRSK positions and 49 closed out — a net gain of 26 holders — while 170 added to existing stakes and 214 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $120M. The largest seller was Berkshire Hathaway, cutting an estimated $128M.

  • 545 institutional investors held Verisk Analytics (VRSK) as of Q1 2018, up from 526 in Q4 2017.
  • Funds reported $16B of Verisk Analytics stock for Q1 2018, up 9.5% quarter-over-quarter.
  • 75 funds opened new Verisk Analytics positions in Q1 2018 and 49 closed out, a net change of +26 holders.
  • The largest Verisk Analytics buyer in Q1 2018 was Massachusetts Financial Services, an estimated $120M added.
  • The largest Verisk Analytics seller in Q1 2018 was Berkshire Hathaway, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2018.