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Verisk Analytics

526 hedge funds and large institutions have $14.6B invested in Verisk Analytics in 2017 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 166 increasing their positions, 187 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

153% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 38

14% more capital invested

Capital invested by funds: $12.8B → $14.6B (+$1.79B)

12% more funds holding

Funds holding: 471526 (+55)

1.19% less ownership

Funds ownership: 93.85%92.67% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 187

79% less call options, than puts

Call options by funds: $1.83M | Put options by funds: $8.91M

Holders
526
Holders Change
+55
Holders Change %
+11.68%
% of All Funds
11.93%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.29%
New
96
Increased
166
Reduced
187
Closed
38
Calls
$1.83M
Puts
$8.91M
Net Calls
-$7.08M
Net Calls Change
+$8.67M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
501
Sonora Investment Management
Arizona
$6.91K
Canada Pension Plan Investment Board
502
Canada Pension Plan Investment Board
Ontario, Canada
$6K -$431K -4,760 -99%
CHP
503
Cable Hill Partners
Oregon
$6K
EARNEST Partners
504
EARNEST Partners
Georgia
$6K +$5.61K +62 New
GWM
505
Geneos Wealth Management
Colorado
$5K
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$5K +$1.54K +17 +46%
HWP
507
Hefty Wealth Partners
Indiana
$4K
TFO
508
Tarbox Family Office
California
$3K
AWM
509
Aevitas Wealth Management
Massachusetts
$3K +$2.81K +31 New
CTA
510
Carillon Tower Advisers
Florida
$2.83K +$2.67M +29,468 New
Bessemer Group
511
Bessemer Group
New Jersey
$2K -$1.36K -15 -38%
HIM
512
Hillsdale Investment Management
Ontario, Canada
$2K
OFW
513
Omnia Family Wealth
Florida
$2K
YWP
514
YorkBridge Wealth Partners
New York
$2K
PMFA
515
Plante Moran Financial Advisors
Michigan
$2K +$91 +1 +6%
BBHC
516
Brown Brothers Harriman & Co
New York
$2K +$1.45K +16 New
ST
517
Sageworth Trust
Pennsylvania
$2K +$1.54K +17 New
MOS
518
MGO One Seven
Ohio
$2K +$2.26K +25 New
AF
519
Allworth Financial
California
$1K +$543 +6 New
NIM
520
NuWave Investment Management
New Jersey
$1K +$905 +10 New
SWA
521
Sutton Wealth Advisors
Florida
$864
Walleye Trading
522
Walleye Trading
New York
$143 +$20.3K +224 +18%
PCG
523
Private Capital Group
Connecticut
$18 +$102K +1,125 New
CRM
524
Cramer Rosenthal McGlynn
Connecticut
-$22.1M -265,394 Closed
NFA
525
Nationwide Fund Advisors
Ohio
-$22M -264,313 Closed

VRSK Hedge Fund Activity: Q4 2017 in Review

526 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2017, worth a combined $14.6B — up 14% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VRSK positions and 38 closed out — a net gain of 58 holders — while 166 added to existing stakes and 187 trimmed.

The largest buyer was Two Creeks Capital Management, opening a new position worth an estimated $64.6M. The largest seller was Morgan Stanley, cutting an estimated $287M.

  • 526 institutional investors held Verisk Analytics (VRSK) as of Q4 2017, up from 471 in Q3 2017.
  • Funds reported $14.6B of Verisk Analytics stock for Q4 2017, up 14% quarter-over-quarter.
  • 96 funds opened new Verisk Analytics positions in Q4 2017 and 38 closed out, a net change of +58 holders.
  • The largest Verisk Analytics buyer in Q4 2017 was Two Creeks Capital Management, an estimated $64.6M added.
  • The largest Verisk Analytics seller in Q4 2017 was Morgan Stanley, an estimated $287M sold.

Based on aggregated 13F filings for Q4 2017.