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Verisk Analytics

545 hedge funds and large institutions have $16B invested in Verisk Analytics in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 170 increasing their positions, 214 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 49

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

9% more capital invested

Capital invested by funds: $14.6B → $16B (+$1.39B)

4% more funds holding

Funds holding: 526545 (+19)

0.75% more ownership

Funds ownership: 92.67%93.42% (+0.75%)

21% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 214

76% less call options, than puts

Call options by funds: $3.7M | Put options by funds: $15.6M

Holders
545
Holders Change
+19
Holders Change %
+3.61%
% of All Funds
12.49%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.39%
New
75
Increased
170
Reduced
214
Closed
49
Calls
$3.7M
Puts
$15.6M
Net Calls
-$11.9M
Net Calls Change
-$4.82M
Name Holding Trade Value Shares
Change
Change in
Stake
CBOA
501
Commonwealth Bank of Australia
Australia
$15K
KA
502
Kaizen Advisory
Illinois
$15K
Lazard Asset Management
503
Lazard Asset Management
New York
$15K
PA
504
Parallel Advisors
California
$14K +$299 +3 +2%
VCM
505
Versant Capital Management
Arizona
$13K -$2.79K -28 -18%
BBA
506
Braun-Bostich & Associates
Pennsylvania
$13K
IA
507
IFP Advisors
Florida
$13K
SIAS
508
Shine Investment Advisory Services
Colorado
$12K
MA
509
MCF Advisors
Kentucky
$11K +$10.4K +104 New
TL
510
TrueWealth LLC
Georgia
$10K -$17.7K -177 -66%
PCP
511
Proficio Capital Partners
Massachusetts
$10K -$499 -5 -5%
TSW
512
Thompson Siegel & Walmsley
Virginia
$10K
CJA
513
C-J Advisory
California
$9K
WEC
514
Winslow Evans & Crocker
Massachusetts
$8.22K
SIM
515
Sonora Investment Management
Arizona
$7.49K
FGC
516
Financial Gravity Companies
Texas
$7K -$799 -8 -10%
PFO
517
Pathstone Family Office
New Jersey
$7K +$6.49K +65 New
FGAM
518
Financial Gravity Asset Management
Texas
$7K +$7.29K +73 New
EARNEST Partners
519
EARNEST Partners
Georgia
$6K
FMII
520
Farmers & Merchants Investments Inc
Nebraska
$6K
RA
521
Rational Advisors
New York
$6K +$5.79K +58 New
GWM
522
Geneos Wealth Management
Colorado
$5K
CHP
523
Cable Hill Partners
Oregon
$4K -$1.7K -17 -29%
HWP
524
Hefty Wealth Partners
Indiana
$4K
HIM
525
Hillsdale Investment Management
Ontario, Canada
$4K +$998 +10 +40%

VRSK Hedge Fund Activity: Q1 2018 in Review

545 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q1 2018, worth a combined $16B — up 9.5% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VRSK positions and 49 closed out — a net gain of 26 holders — while 170 added to existing stakes and 214 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $120M. The largest seller was Berkshire Hathaway, cutting an estimated $128M.

  • 545 institutional investors held Verisk Analytics (VRSK) as of Q1 2018, up from 526 in Q4 2017.
  • Funds reported $16B of Verisk Analytics stock for Q1 2018, up 9.5% quarter-over-quarter.
  • 75 funds opened new Verisk Analytics positions in Q1 2018 and 49 closed out, a net change of +26 holders.
  • The largest Verisk Analytics buyer in Q1 2018 was Massachusetts Financial Services, an estimated $120M added.
  • The largest Verisk Analytics seller in Q1 2018 was Berkshire Hathaway, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2018.