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Verisk Analytics

828 hedge funds and large institutions have $33.2B invested in Verisk Analytics in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 300 increasing their positions, 258 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 54

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

16% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 258

14% more capital invested

Capital invested by funds: $29.2B → $33.2B (+$3.98B)

11% more funds holding

Funds holding: 749828 (+79)

0.22% less ownership

Funds ownership: 90.44%90.22% (-0.22%)

45% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $23.1M

Holders
828
Holders Change
+79
Holders Change %
+10.55%
% of All Funds
12.74%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
143
Increased
300
Reduced
258
Closed
54
Calls
$12.6M
Puts
$23.1M
Net Calls
-$10.5M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
26
Nordea Investment Management
Sweden
$275M +$12.9M +59,089 +5%
BAMCO Inc
27
BAMCO Inc
New York
$269M -$60.9K -279 -0%
Goldman Sachs
28
Goldman Sachs
New York
$268M -$141M -644,627 -35%
Mawer Investment Management
29
Mawer Investment Management
Alberta, Canada
$266M +$10.5M +48,307 +4%
Parnassus Investments
30
Parnassus Investments
California
$265M -$19.3M -88,533 -7%
DDC
31
DF Dent & Co
Maryland
$254M -$80M -366,697 -25%
CGI
32
Comgest Global Investors
France
$254M -$6.11M -28,001 -2%
GAM
33
GuardCap Asset Management
United Kingdom
$253M +$2.18M +9,973 +0.9%
Morgan Stanley
34
Morgan Stanley
New York
$249M +$47.9M +219,478 +25%
JFL
35
Jarislowsky, Fraser Ltd
Quebec, Canada
$231M -$2.96M -13,551 -1%
Legal & General Group
36
Legal & General Group
United Kingdom
$229M -$7.51M -34,397 -3%
CS
37
Credit Suisse
Switzerland
$227M -$165M -755,524 -43%
Lazard Asset Management
38
Lazard Asset Management
New York
$221M -$7.95M -36,434 -4%
RP
39
Riverbridge Partners
Minnesota
$217M +$206K +943 +0.1%
HL
40
Harding Loevner
New Jersey
$198M -$3.9M -17,893 -2%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$189M +$1.02M +4,674 +0.6%
Charles Schwab
42
Charles Schwab
California
$183M +$4.63M +21,215 +3%
Fundsmith LLP
43
Fundsmith LLP
United Kingdom
$182M +$372K +1,707 +0.2%
Bank of Nova Scotia
44
Bank of Nova Scotia
Ontario, Canada
$180M +$42.2M +193,416 +37%
Ameriprise
45
Ameriprise
Minnesota
$179M +$103M +470,670 +139%
JIM
46
Jensen Investment Management
Oregon
$171M -$1.21M -5,540 -0.7%
CIP
47
Champlain Investment Partners
Vermont
$160M -$924K -4,235 -0.6%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$154M +$6.74M +30,881 +5%
Victory Capital Management
49
Victory Capital Management
Texas
$151M +$169K +773 +0.1%
Invesco
50
Invesco
Georgia
$151M -$25.1M -114,908 -15%