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Verisk Analytics

599 hedge funds and large institutions have $16.4B invested in Verisk Analytics in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 225 increasing their positions, 201 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 58

12% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 201

12% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $11.1M

4% more funds holding

Funds holding: 576599 (+23)

1.63% less ownership

Funds ownership: 93.97%92.34% (-1.6%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

12% less capital invested

Capital invested by funds: $18.6B → $16.4B (-$2.21B)

Holders
599
Holders Change
+23
Holders Change %
+3.99%
% of All Funds
13.35%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.33%
New
86
Increased
225
Reduced
201
Closed
58
Calls
$12.4M
Puts
$11.1M
Net Calls
+$1.28M
Net Calls Change
+$3.32M
Name Holding Trade Value Shares
Change
Change in
Stake
JFL
26
Jarislowsky, Fraser Ltd
Quebec, Canada
$142M -$16.8M -143,932 -10%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$142M -$6.89M -58,970 -4%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$135M +$41.6M +356,059 +40%
Mackenzie Financial
29
Mackenzie Financial
Ontario, Canada
$131M +$23.2M +198,308 +20%
CIP
30
Champlain Investment Partners
Vermont
$124M +$440K +3,760 +0.3%
ACM
31
Atlanta Capital Management
Georgia
$116M +$7.5M +64,135 +6%
WCM Investment Management
32
WCM Investment Management
California
$112M +$7.84M +67,040 +7%
JP Morgan Chase
33
JP Morgan Chase
New York
$107M -$2.14M -18,288 -2%
William Blair & Company
34
William Blair & Company
Illinois
$106M -$1.09M -9,312 -0.9%
Goldman Sachs
35
Goldman Sachs
New York
$104M -$8.56M -73,205 -7%
TCM
36
TimesSquare Capital Management
New York
$93.7M -$52.5M -449,325 -34%
Legal & General Group
37
Legal & General Group
United Kingdom
$92.5M +$9.29M +79,434 +10%
RP
38
Riverbridge Partners
Minnesota
$91.4M -$3.82M -32,656 -4%
OCBV
39
Ownership Capital B.V.
Netherlands
$86.6M -$1.28M -10,988 -1%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$84.4M +$1.91M +16,306 +2%
Bessemer Group
41
Bessemer Group
New Jersey
$84.3M -$20.9M -179,096 -19%
Victory Capital Management
42
Victory Capital Management
Texas
$78.1M +$25.2M +215,823 +43%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$77.9M +$11.3M +97,061 +16%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$77.2M +$7.64M +65,388 +10%
SCM
45
Sterling Capital Management
North Carolina
$75.9M -$14.7M -125,920 -15%
Deutsche Bank
46
Deutsche Bank
Germany
$74.8M -$45.3M -387,258 -36%
EVM
47
Eaton Vance Management
Massachusetts
$74.7M +$1.62M +13,846 +2%
Diamond Hill Capital Management
48
Diamond Hill Capital Management
Ohio
$73.8M -$93.7M -801,836 -54%
Charles Schwab
49
Charles Schwab
California
$69.5M +$2.18M +18,629 +3%
TCIM
50
TIAA CREF Investment Management
New York
$69.3M +$18.5M +157,984 +33%

VRSK Hedge Fund Activity: Q4 2018 in Review

599 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2018, worth a combined $16.4B — down 12% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new VRSK positions and 58 closed out — a net gain of 28 holders — while 225 added to existing stakes and 201 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $69.4M. The largest seller was William Blair Investment Management, cutting an estimated $99.1M.

  • 599 institutional investors held Verisk Analytics (VRSK) as of Q4 2018, up from 576 in Q3 2018.
  • Funds reported $16.4B of Verisk Analytics stock for Q4 2018, down 12% quarter-over-quarter.
  • 86 funds opened new Verisk Analytics positions in Q4 2018 and 58 closed out, a net change of +28 holders.
  • The largest Verisk Analytics buyer in Q4 2018 was Janus Henderson Group, an estimated $69.4M added.
  • The largest Verisk Analytics seller in Q4 2018 was William Blair Investment Management, an estimated $99.1M sold.

Based on aggregated 13F filings for Q4 2018.