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Verisk Analytics
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465 hedge funds and large institutions have $12.4B invested in Verisk Analytics in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 154 increasing their positions, 199 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 46

1% more funds holding

Funds holding: 461 → 465 (+4)

2% less capital invested

Capital invested by funds: $12.7B → $12.4B (-$229M)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

23% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 199

37% less call options, than puts

Call options by funds: $7.4M | Put options by funds: $11.7M

Holders
465
Holders Change
+4
Holders Change %
+0.87%
% of All Funds
12.39%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
53
Increased
154
Reduced
199
Closed
46
Calls
$7.4M
Puts
$11.7M
Net Calls
-$4.27M
Net Calls Change
-$2.02M

Top Buyers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$217M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$150M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$80.2M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$41.2M
5
JCM
Junto Capital Management
New York
+$24.9M

Top Sellers

1
HCM
Herndon Capital Management
Georgia
-$118M
2
SGA
Sustainable Growth Advisers
Connecticut
-$91.6M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$78.3M
4
BAMCO Inc
BAMCO Inc
New York
-$62.7M
5
Wells Fargo
Wells Fargo
California
-$53.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$145M -$53.4M -731,701 -29%
American Century Companies
27
American Century Companies
Missouri
$138M +$12.9M +176,941 +11%
Berkshire Hathaway
28
Berkshire Hathaway
Nebraska
$125M – – –
Invesco
29
Invesco
Georgia
$119M -$7.57M -103,714 -7%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$118M +$11.6M +158,652 +12%
JFL
31
Jarislowsky, Fraser Ltd
Quebec, Canada
$113M -$1.02M -14,022 -1%
WRF
32
Waddell & Reed Financial
Kansas
$113M -$22.1M -301,952 -18%
Capital Research Global Investors
33
Capital Research Global Investors
California
$108M – – –
FAM
34
Fred Alger Management
New York
$105M -$9.87M -135,217 -9%
DDC
35
DF Dent & Co
Maryland
$100M -$4.12M -56,442 -4%
Victory Capital Management
36
Victory Capital Management
Texas
$94.2M -$16M -218,872 -16%
UIM
37
USS Investment Management
United Kingdom
$91.9M – – –
Norges Bank
38
Norges Bank
Norway
$89.9M -$15.7M -215,471 -16%
Mawer Investment Management
39
Mawer Investment Management
Alberta, Canada
$87.7M +$80.2M +1,097,928 New
SCM
40
Sterling Capital Management
North Carolina
$84.8M -$9.93M -136,003 -11%
BG
41
BlackRock Group
United Kingdom
$84.8M -$833K -11,412 -1%
Bank of America
42
Bank of America
North Carolina
$84.3M +$2.41M +32,950 +3%
TA
43
Teachers Advisors
New York
$76.4M -$608K -8,328 -0.9%
William Blair & Company
44
William Blair & Company
Illinois
$75.4M -$3.47M -47,582 -5%
EVM
45
Eaton Vance Management
Massachusetts
$73.9M -$17.4M -238,348 -20%
BCM
46
Bares Capital Management
Texas
$72.6M +$2.11M +28,837 +3%
TCM
47
TimesSquare Capital Management
New York
$69M -$6.34M -86,750 -9%
SO
48
STRS Ohio
Ohio
$64.8M +$69.1K +946 +0.1%
RP
49
Riverbridge Partners
Minnesota
$58.9M +$564K +7,728 +1%
SAM
50
Sawgrass Asset Management
Florida
$58.7M +$144K +1,970 +0.3%
1
2
3 4 5

VRSK Hedge Fund Activity: Q1 2016 in Review

465 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q1 2016, worth a combined $12.4B — down 1.8% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VRSK positions and 46 closed out — a net gain of 7 holders — while 154 added to existing stakes and 199 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $217M. The largest seller was Herndon Capital Management, cutting an estimated $118M.

  • 465 institutional investors held Verisk Analytics (VRSK) as of Q1 2016, up from 461 in Q4 2015.
  • Funds reported $12.4B of Verisk Analytics stock for Q1 2016, down 1.8% quarter-over-quarter.
  • 53 funds opened new Verisk Analytics positions in Q1 2016 and 46 closed out, a net change of +7 holders.
  • The largest Verisk Analytics buyer in Q1 2016 was Royal London Asset Management, an estimated $217M added.
  • The largest Verisk Analytics seller in Q1 2016 was Herndon Capital Management, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2016.