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Verisk Analytics
VRSK

Overview Fund Activity

544 hedge funds and large institutions have $16B invested in Verisk Analytics in 2018 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 170 increasing their positions, 214 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+18
Holders Change %
+3.42%
% 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
74
Increased
170
Reduced
214
Closed
49
Calls
$3.7M
Puts
$15.6M
Net Calls
-$11.9M
Net Calls Change
-$4.82M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$126M
2
Franklin Resources
Franklin Resources
California
+$89.3M
3
BI
BlueSpruce Investments
Illinois
+$66.4M
4
Renaissance Technologies
Renaissance Technologies
New York
+$58.9M
5
EVM
Eaton Vance Management
Massachusetts
+$53.2M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$133M
2
WP
Wedgewood Partners
Missouri
-$110M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$102M
4
Invesco
Invesco
Georgia
-$82.5M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPFS
476
First Personal Financial Services
North Carolina
$42K -$1.56K -15 -4%
WTC
477
WhitTier Trust Company
Nevada
$42K – – –
LF
478
Lee Financial
Texas
$42K +$21K +200 +100%
GLI
479
Guardian Life Insurance
New York
$37K -$15.1K -146 -29%
CTC
480
Central Trust Company
Missouri
$26K – – –
VFA
481
Valeo Financial Advisors
Indiana
$26K +$106 +1 +0.4%
CFA
482
Carroll Financial Associates
North Carolina
$25K -$1.25K -12 -5%
AIL
483
AGF Investments LLC
Ontario, Canada
$24K -$16.4K -161 -41%
ClearBridge Investments
484
ClearBridge Investments
New York
$23K – – –
Northwestern Mutual Wealth Management
485
Northwestern Mutual Wealth Management
Wisconsin
$23K +$4.56K +45 +25%
CPIG
486
Chicago Partners Investment Group
Illinois
$23K +$12.2K +119 +113%
NIM
487
NuWave Investment Management
New Jersey
$23K +$22K +215 +2,150%
PHK
488
Point72 Hong Kong
Hong Kong
$23K +$23K +221 New
TWA
489
TCI Wealth Advisors
Arizona
$22K – – –
SWP
490
Stratos Wealth Partners
Ohio
$21K -$60.4K -572 -74%
SFSIG
491
San Francisco Sentry Investment Group
California
$21K – – –
PCG
492
Private Capital Group
Connecticut
$20K -$97.8K -934 -83%
ASN
493
Advisory Services Network
Georgia
$20K -$46.5K -453 -70%
GWS
494
Glassman Wealth Services
Virginia
$20K -$1.38K -13 -6%
PGWM
495
Parisi Gray Wealth Management
New Jersey
$20K – – –
GFP
496
Gryphon Financial Partners
Ohio
$18K -$1.83K -18 -9%
RFA
497
Reilly Financial Advisors
California
$17K +$17K +163 New
BFEC
498
Benjamin F. Edwards & Company
Missouri
$16K – – –
JA
499
JOYN Advisors
Georgia
$15K -$649K -6,097 -98%
CBOA
500
Commonwealth Bank of Australia
Australia
$15K – – –
18 19
20
21 22