Verisk Analytics
VRSK
465 hedge funds and large institutions have $12.4B invested in Verisk Analytics in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 154 increasing their positions, 199 reducing their positions, and 46 closing their positions.
15% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 46
1% more funds holding
Funds holding: 461 → 465 (+4)
2% less capital invested
Capital invested by funds: $12.7B → $12.4B (-$229M)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
23% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 199
37% less call options, than puts
Call options by funds: $7.4M | Put options by funds: $11.7M
Top Buyers
Top Sellers
| 1 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
-$118M |
| 2 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
-$91.6M |
| 3 |
Neuberger Berman Group
New York
|
-$78.3M |
| 4 |
BAMCO Inc
New York
|
-$62.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$53.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HH
501
Hilltop Holdings
Dallas,
Texas
| – | -$312K | -4,052 | Closed |
|
|
PP
502
Paloma Partners
Greenwich,
Connecticut
| – | -$299K | -3,880 | Closed |
|
|
RCAG
503
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$275K | -3,571 | Closed |
|
|
CC
504
Curian Capital
Denver,
Colorado
| – | -$264K | -3,428 | Closed |
|
|
I
505
IberiaBank
Lafayette,
Louisiana
| – | -$247K | -3,217 | Closed |
|
|
CIM
506
CenturyLink Investment Management
Denver,
Colorado
| – | -$151K | -1,963 | Closed |
|
|
JWM
507
Jacobus Wealth Management
Milwaukee,
Wisconsin
| – | -$118K | -1,533 | Closed |
|
|
IA
508
IFP Advisors
Tampa,
Florida
| – | -$78K | -1,009 | Closed |
|
509
Bessemer Group
Woodbridge,
New Jersey
| – | -$15K | -201 | Closed |
|
|
IR
510
Invictus RG
Hamilton,
Bermuda
| – | -$5K | -69 | Closed |
|
|
AF
511
Arrow Financial
Glens Falls,
New York
| – | -$2K | -28 | Closed |
|
|
CAW
512
Cornerstone Advisors (Washington)
Bellevue,
Washington
| – | -$2K | -21 | Closed |
|
VRSK Hedge Fund Activity: Q1 2016 in Review
465 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q1 2016, worth a combined $12.4B — down 1.8% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new VRSK positions and 46 closed out — a net gain of 7 holders — while 154 added to existing stakes and 199 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $217M. The largest seller was Herndon Capital Management, cutting an estimated $118M.
- 465 institutional investors held Verisk Analytics (VRSK) as of Q1 2016, up from 461 in Q4 2015.
- Funds reported $12.4B of Verisk Analytics stock for Q1 2016, down 1.8% quarter-over-quarter.
- 53 funds opened new Verisk Analytics positions in Q1 2016 and 46 closed out, a net change of +7 holders.
- The largest Verisk Analytics buyer in Q1 2016 was Royal London Asset Management, an estimated $217M added.
- The largest Verisk Analytics seller in Q1 2016 was Herndon Capital Management, an estimated $118M sold.
Based on aggregated 13F filings for Q1 2016.