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Verisk Analytics

526 hedge funds and large institutions have $14.6B invested in Verisk Analytics in 2017 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 166 increasing their positions, 187 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

153% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 38

14% more capital invested

Capital invested by funds: $12.8B → $14.6B (+$1.79B)

12% more funds holding

Funds holding: 471526 (+55)

1.19% less ownership

Funds ownership: 93.85%92.67% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 187

79% less call options, than puts

Call options by funds: $1.83M | Put options by funds: $8.91M

Holders
526
Holders Change
+55
Holders Change %
+11.68%
% of All Funds
11.93%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.29%
New
96
Increased
166
Reduced
187
Closed
38
Calls
$1.83M
Puts
$8.91M
Net Calls
-$7.08M
Net Calls Change
+$8.67M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
476
Financial Architects (New Jersey)
New Jersey
$21K
TC
477
Telemus Capital
Michigan
$21K +$19.9K +220 New
TWA
478
TCI Wealth Advisors
Arizona
$20K
LF
479
Lee Financial
Texas
$19K
SFSIG
480
San Francisco Sentry Investment Group
California
$19K
GWS
481
Glassman Wealth Services
Virginia
$19K +$3.98K +44 +28%
GFP
482
Gryphon Financial Partners
Ohio
$19K +$17.7K +195 New
PGWM
483
Parisi Gray Wealth Management
New Jersey
$19K +$17.7K +195 New
Northwestern Mutual Wealth Management
484
Northwestern Mutual Wealth Management
Wisconsin
$17K -$6.97K -77 -30%
VCM
485
Versant Capital Management
Arizona
$15K
CBOA
486
Commonwealth Bank of Australia
Australia
$14K -$453 -5 -3%
BFEC
487
Benjamin F. Edwards & Company
Missouri
$14K
Lazard Asset Management
488
Lazard Asset Management
New York
$14K
KA
489
Kaizen Advisory
Illinois
$14K +$12.9K +143 New
LC
490
Landaas & Company
Wisconsin
$13K
PA
491
Parallel Advisors
California
$13K
IA
492
IFP Advisors
Florida
$13K +$5.52K +61 +80%
SIAS
493
Shine Investment Advisory Services
Colorado
$12K
BBA
494
Braun-Bostich & Associates
Pennsylvania
$12K +$11.4K +126 New
PCP
495
Proficio Capital Partners
Massachusetts
$10K -$453 -5 -5%
CPIG
496
Chicago Partners Investment Group
Illinois
$10K +$9.5K +105 New
TSW
497
Thompson Siegel & Walmsley
Virginia
$9K
CJA
498
C-J Advisory
California
$8K -$3.17K -35 -29%
FGC
499
Financial Gravity Companies
Texas
$8K +$7.33K +81 New
WEC
500
Winslow Evans & Crocker
Massachusetts
$7.58K

VRSK Hedge Fund Activity: Q4 2017 in Review

526 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2017, worth a combined $14.6B — up 14% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VRSK positions and 38 closed out — a net gain of 58 holders — while 166 added to existing stakes and 187 trimmed.

The largest buyer was Two Creeks Capital Management, opening a new position worth an estimated $64.6M. The largest seller was Morgan Stanley, cutting an estimated $287M.

  • 526 institutional investors held Verisk Analytics (VRSK) as of Q4 2017, up from 471 in Q3 2017.
  • Funds reported $14.6B of Verisk Analytics stock for Q4 2017, up 14% quarter-over-quarter.
  • 96 funds opened new Verisk Analytics positions in Q4 2017 and 38 closed out, a net change of +58 holders.
  • The largest Verisk Analytics buyer in Q4 2017 was Two Creeks Capital Management, an estimated $64.6M added.
  • The largest Verisk Analytics seller in Q4 2017 was Morgan Stanley, an estimated $287M sold.

Based on aggregated 13F filings for Q4 2017.