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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
LWM
476
Lenox Wealth Management
Ohio
$47K -$19.4K -194 -30%
FPFS
477
First Personal Financial Services
North Carolina
$42K -$1.5K -15 -4%
WTC
478
WhitTier Trust Company
Nevada
$42K
LF
479
Lee Financial
Texas
$42K +$20K +200 +100%
GLI
480
Guardian Life Insurance
New York
$37K -$14.6K -146 -29%
CTC
481
Central Trust Company
Missouri
$26K
VFA
482
Valeo Financial Advisors
Indiana
$26K +$100 +1 +0.4%
CFA
483
Carroll Financial Associates
North Carolina
$25K -$1.2K -12 -5%
AIL
484
AGF Investments LLC
Ontario, Canada
$24K -$16.1K -161 -41%
ClearBridge Investments
485
ClearBridge Investments
New York
$23K
Northwestern Mutual Wealth Management
486
Northwestern Mutual Wealth Management
Wisconsin
$23K +$4.49K +45 +25%
CPIG
487
Chicago Partners Investment Group
Illinois
$23K +$11.9K +119 +113%
NIM
488
NuWave Investment Management
New Jersey
$23K +$21.5K +215 +2,150%
PHK
489
Point72 Hong Kong
Hong Kong
$23K +$22.1K +221 New
TWA
490
TCI Wealth Advisors
Arizona
$22K
SWP
491
Stratos Wealth Partners
Ohio
$21K -$57.1K -572 -74%
SFSIG
492
San Francisco Sentry Investment Group
California
$21K
PCG
493
Private Capital Group
Connecticut
$20K -$93.2K -934 -83%
ASN
494
Advisory Services Network
Georgia
$20K -$45.2K -453 -70%
GWS
495
Glassman Wealth Services
Virginia
$20K -$1.3K -13 -6%
PGWM
496
Parisi Gray Wealth Management
New Jersey
$20K
GFP
497
Gryphon Financial Partners
Ohio
$18K -$1.8K -18 -9%
RFA
498
Reilly Financial Advisors
California
$17K +$16.3K +163 New
BFEC
499
Benjamin F. Edwards & Company
Missouri
$16K
JA
500
JOYN Advisors
Georgia
$15K -$609K -6,097 -98%

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.