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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
BAMCO Inc
26
BAMCO Inc
New York
$157M -$152K -1,520 -0.1%
UBS AM
27
UBS AM
Illinois
$155M +$19.4M +194,230 +15%
JFL
28
Jarislowsky, Fraser Ltd
Quebec, Canada
$152M +$1.52M +15,228 +1%
Norges Bank
29
Norges Bank
Norway
$149M +$516K +5,174 +0.4%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$137M +$12.2M +121,730 +10%
Bank of America
31
Bank of America
North Carolina
$135M +$28M +280,869 +28%
EVM
32
Eaton Vance Management
Massachusetts
$135M +$51.1M +511,702 +65%
Deutsche Bank
33
Deutsche Bank
Germany
$134M +$26.9M +269,222 +26%
TCCM
34
Two Creeks Capital Management
New York
$106M +$31M +310,291 +43%
CIP
35
Champlain Investment Partners
Vermont
$105M -$496K -4,970 -0.5%
William Blair & Company
36
William Blair & Company
Illinois
$102M +$209K +2,089 +0.2%
OCBV
37
Ownership Capital B.V.
Netherlands
$101M +$17.8M +178,401 +22%
SCM
38
Sterling Capital Management
North Carolina
$96.8M -$562K -5,630 -0.6%
RP
39
Riverbridge Partners
Minnesota
$94.7M -$825K -8,268 -0.9%
UIM
40
USS Investment Management
United Kingdom
$84.7M +$3.55M +35,586 +5%
Mitsubishi UFJ Trust & Banking
41
Mitsubishi UFJ Trust & Banking
Japan
$83.8M -$946K -9,478 -1%
Mackenzie Financial
42
Mackenzie Financial
Ontario, Canada
$83.1M -$747K -7,480 -0.9%
ACM
43
Atlanta Capital Management
Georgia
$83.1M +$10.8M +108,498 +16%
Goldman Sachs
44
Goldman Sachs
New York
$81.2M +$8.65M +86,650 +12%
Legal & General Group
45
Legal & General Group
United Kingdom
$79.3M +$340K +3,410 +0.4%
WCM Investment Management
46
WCM Investment Management
California
$78.4M +$1.91M +19,099 +3%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$76.2M +$25.7M +257,930 +54%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$74.1M +$16.6M +166,463 +30%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$66.9M -$1.11M -11,087 -2%
BI
50
BlueSpruce Investments
Illinois
$66.4M +$63.7M +638,061 New

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.