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Verisk Analytics
VRSK

Overview Fund Activity

549 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, 206 increasing their positions, 197 reducing their positions, and 44 closing their positions.

Holders
549
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
206
Reduced
197
Closed
44
Calls
$5.6M
Puts
$8.83M
Net Calls
-$3.24M
Net Calls Change
+$8.66M

Top Buyers

1
WRF
1
Waddell & Reed Financial
Kansas
$198M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$726M
3
Invesco
3
Invesco
Georgia
$278M
4
Franklin Resources
4
Franklin Resources
California
$395M
5
UH
5
Unigestion Holding
Switzerland
$41.8M

Top Sellers

1
Parnassus Investments
1
Parnassus Investments
California
$524M
2
UIM
2
USS Investment Management
United Kingdom
$0
3
EVM
3
Eaton Vance Management
Massachusetts
$71.8M
4
BI
4
BlueSpruce Investments
Illinois
$0
5
JCM
5
Junto Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WTC
476
WhitTier Trust Company
Nevada
$44K 406 – –
Northwestern Mutual Wealth Management
477
Northwestern Mutual Wealth Management
Wisconsin
$44K 405 +178 +78%
FPFS
478
First Personal Financial Services
North Carolina
$43K 404 – –
KA
479
Kaizen Advisory
Illinois
$39K 366 +223 +156%
CPIG
480
Chicago Partners Investment Group
Illinois
$34K 320 +96 +43%
ASN
481
Advisory Services Network
Georgia
$28K 246 +51 +26%
VFA
482
Valeo Financial Advisors
Indiana
$25K 213 -33 -13%
CFA
483
Carroll Financial Associates
North Carolina
$25K 241 – –
BCA
484
Bay Colony Advisors
Massachusetts
$25K 228 +228 New
ClearBridge Investments
485
ClearBridge Investments
New York
$24K 225 – –
NIM
486
NuWave Investment Management
New Jersey
$23K 213 -12 -5%
TWA
487
TCI Wealth Advisors
Arizona
$23K 213 +3 +1%
LF
488
Lee Financial
Texas
$22K 200 -200 -50%
PGWM
489
Parisi Gray Wealth Management
New Jersey
$22K 195 – –
SFSIG
490
San Francisco Sentry Investment Group
California
$22K 200 – –
CBOA
491
Commonwealth Bank of Australia
Australia
$22K 220 +55 +33%
IA
492
IFP Advisors
Florida
$21K 194 +57 +42%
Qube Research & Technologies (QRT)
493
Qube Research & Technologies (QRT)
United Kingdom
$21K 198 +198 New
PCG
494
Private Capital Group
Connecticut
$20K 191 – –
GWS
495
Glassman Wealth Services
Virginia
$19K 179 -9 -5%
MSE
496
MUFG Securities EMEA
United Kingdom
$19K 174 +174 New
CFD
497
Creative Financial Designs
Indiana
$19K 180 +180 New
RFA
498
Reilly Financial Advisors
California
$18K 163 – –
GFP
499
Gryphon Financial Partners
Ohio
$16K 145 -32 -18%
BFEC
500
Benjamin F. Edwards & Company
Missouri
$16K 150 – –
18 19
20
21 22