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Verisk Analytics

550 hedge funds and large institutions have $16.5B invested in Verisk Analytics in 2018 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 207 increasing their positions, 197 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

5% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 197

3% more capital invested

Capital invested by funds: $16B → $16.5B (+$517M)

1% more funds holding

Funds holding: 545550 (+5)

0.37% less ownership

Funds ownership: 93.42%93.05% (-0.37%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

37% less call options, than puts

Call options by funds: $5.6M | Put options by funds: $8.83M

Holders
550
Holders Change
+5
Holders Change %
+0.92%
% of All Funds
12.59%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.34%
New
54
Increased
207
Reduced
197
Closed
44
Calls
$5.6M
Puts
$8.83M
Net Calls
-$3.23M
Net Calls Change
+$8.66M
Name Holding Trade Value Shares
Change
Change in
Stake
SLF
476
Sun Life Financial
Ontario, Canada
$45K +$36.9K +347 +469%
WTC
477
WhitTier Trust Company
Nevada
$44K
Northwestern Mutual Wealth Management
478
Northwestern Mutual Wealth Management
Wisconsin
$44K +$18.9K +178 +78%
FPFS
479
First Personal Financial Services
North Carolina
$43K
KA
480
Kaizen Advisory
Illinois
$39K +$23.7K +223 +156%
CPIG
481
Chicago Partners Investment Group
Illinois
$34K +$10.2K +96 +43%
ASN
482
Advisory Services Network
Georgia
$28K +$5.43K +51 +26%
VFA
483
Valeo Financial Advisors
Indiana
$25K -$3.51K -33 -13%
CFA
484
Carroll Financial Associates
North Carolina
$25K
BCA
485
Bay Colony Advisors
Massachusetts
$25K +$24.3K +228 New
ClearBridge Investments
486
ClearBridge Investments
New York
$24K
NIM
487
NuWave Investment Management
New Jersey
$23K -$1.28K -12 -5%
TWA
488
TCI Wealth Advisors
Arizona
$23K +$319 +3 +1%
LF
489
Lee Financial
Texas
$22K -$21.3K -200 -50%
PGWM
490
Parisi Gray Wealth Management
New Jersey
$22K
SFSIG
491
San Francisco Sentry Investment Group
California
$22K
CBOA
492
Commonwealth Bank of Australia
Australia
$22K +$5.85K +55 +33%
IA
493
IFP Advisors
Florida
$21K +$6.07K +57 +42%
Qube Research & Technologies (QRT)
494
Qube Research & Technologies (QRT)
United Kingdom
$21K +$21.1K +198 New
PCG
495
Private Capital Group
Connecticut
$20K
GWS
496
Glassman Wealth Services
Virginia
$19K -$958 -9 -5%
MSE
497
MUFG Securities EMEA
United Kingdom
$19K +$18.5K +174 New
CFD
498
Creative Financial Designs
Indiana
$19K +$19.2K +180 New
RFA
499
Reilly Financial Advisors
California
$18K
GFP
500
Gryphon Financial Partners
Ohio
$16K -$3.41K -32 -18%

VRSK Hedge Fund Activity: Q2 2018 in Review

550 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q2 2018, worth a combined $16.5B — up 3.2% from $16B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VRSK positions and 44 closed out — a net gain of 10 holders — while 207 added to existing stakes and 197 trimmed.

The largest buyer was Waddell & Reed Financial, adding an estimated $172M. The largest seller was Parnassus Investments, cutting an estimated $156M.

  • 550 institutional investors held Verisk Analytics (VRSK) as of Q2 2018, up from 545 in Q1 2018.
  • Funds reported $16.5B of Verisk Analytics stock for Q2 2018, up 3.2% quarter-over-quarter.
  • 54 funds opened new Verisk Analytics positions in Q2 2018 and 44 closed out, a net change of +10 holders.
  • The largest Verisk Analytics buyer in Q2 2018 was Waddell & Reed Financial, an estimated $172M added.
  • The largest Verisk Analytics seller in Q2 2018 was Parnassus Investments, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2018.