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Verisk Analytics

753 hedge funds and large institutions have $25.8B invested in Verisk Analytics in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 327 increasing their positions, 251 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 251

0.07% less ownership

Funds ownership: 89.99%89.92% (-0.07%)

4% less funds holding

Funds holding: 781753 (-28)

15% less capital invested

Capital invested by funds: $30.5B → $25.8B (-$4.67B)

19% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 95

41% less call options, than puts

Call options by funds: $50.5M | Put options by funds: $85.9M

64% less funds holding in top 10

Funds holding in top 10: 114 (-7)

Holders
753
Holders Change
-28
Holders Change %
-3.59%
% of All Funds
13.22%
Holding in Top 10
4
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-63.64%
% of All Funds
0.07%
New
77
Increased
327
Reduced
251
Closed
95
Calls
$50.5M
Puts
$85.9M
Net Calls
-$35.4M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
476
Focus Financial Network
Minnesota
$583K +$604K +3,298 New
PFG
477
PAX Financial Group
Texas
$572K +$44.7K +244 +8%
CFB
478
Cullen/Frost Bankers
Texas
$564K -$33.9K -185 -5%
KWM
479
Kingsview Wealth Management
Oregon
$562K +$366 +2 +0.1%
CM
480
Capula Management
Cayman Islands
$562K +$582K +3,180 New
VFA
481
Values First Advisors
Tennessee
$544K +$67.6K +369 +14%
ECM
482
Everence Capital Management
Indiana
$536K
VI
483
Vestcor Inc
New Brunswick, Canada
$535K -$8.58M -46,864 -94%
VPIM
484
Vanguard Personalized Indexing Management
California
$531K +$33.5K +183 +6%
CA
485
Cornerstone Advisors
North Carolina
$530K -$1.83M -10,000 -77%
CS
486
Cannell & Spears
New York
$530K
SI
487
Stephens Inc
Arkansas
$517K +$118K +645 +28%
CAM
488
Cresset Asset Management
Illinois
$502K +$201K +1,099 +63%
CW
489
CreativeOne Wealth
Kansas
$500K +$304K +1,661 +142%
ETC
490
Exchange Traded Concepts
Oklahoma
$498K +$218K +1,189 +73%
Walleye Trading
491
Walleye Trading
New York
$491K +$284K +1,548 +126%
AFP
492
Ausdal Financial Partners
Iowa
$482K +$4.39K +24 +0.9%
NAM
493
NorthCoast Asset Management
Connecticut
$480K +$498K +2,718 New
RA
494
RFG Advisory
Alabama
$476K +$26K +142 +6%
BC
495
Bridgefront Capital
Texas
$474K -$65.6K -358 -12%
BFM
496
Boston Financial Management
Massachusetts
$462K -$54.9K -300 -10%
PP
497
Paloma Partners
Connecticut
$459K +$141K +771 +42%
IA
498
IndexIQ Advisors
New York
$456K +$60.1K +328 +15%
EWM
499
Evercore Wealth Management
New York
$455K -$17.4K -95 -4%
BWP
500
BSW Wealth Partners
Colorado
$454K +$72.9K +398 +18%

VRSK Hedge Fund Activity: Q1 2021 in Review

753 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q1 2021, worth a combined $25.8B — down 15% from $30.5B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of VRSK and 77 opened new positions — a net loss of 18 holders — while 251 trimmed existing stakes and 327 added.

The largest buyer was Flossbach Von Storch, adding an estimated $394M. The largest seller was Parnassus Investments, cutting an estimated $529M.

  • 753 institutional investors held Verisk Analytics (VRSK) as of Q1 2021, down from 781 in Q4 2020.
  • Funds reported $25.8B of Verisk Analytics stock for Q1 2021, down 15% quarter-over-quarter.
  • 77 funds opened new Verisk Analytics positions in Q1 2021 and 95 closed out, a net change of -18 holders.
  • The largest Verisk Analytics buyer in Q1 2021 was Flossbach Von Storch, an estimated $394M added.
  • The largest Verisk Analytics seller in Q1 2021 was Parnassus Investments, an estimated $529M sold.

Based on aggregated 13F filings for Q1 2021.