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Verisk Analytics
VRSK

Overview Fund Activity

544 hedge funds and large institutions have $16B invested in Verisk Analytics in 2018 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 170 increasing their positions, 214 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+18
Holders Change %
+3.42%
% 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
74
Increased
170
Reduced
214
Closed
49
Calls
$3.7M
Puts
$15.6M
Net Calls
-$11.9M
Net Calls Change
-$4.82M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$126M
2
Franklin Resources
Franklin Resources
California
+$89.3M
3
BI
BlueSpruce Investments
Illinois
+$66.4M
4
Renaissance Technologies
Renaissance Technologies
New York
+$58.9M
5
EVM
Eaton Vance Management
Massachusetts
+$53.2M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$133M
2
WP
Wedgewood Partners
Missouri
-$110M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$102M
4
Invesco
Invesco
Georgia
-$82.5M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
501
Kaizen Advisory
Illinois
$15K – – –
Lazard Asset Management
502
Lazard Asset Management
New York
$15K – – –
PA
503
Parallel Advisors
California
$14K +$307 +3 +2%
VCM
504
Versant Capital Management
Arizona
$13K -$2.76K -28 -18%
BBA
505
Braun-Bostich & Associates
Pennsylvania
$13K – – –
IA
506
IFP Advisors
Florida
$13K – – –
SIAS
507
Shine Investment Advisory Services
Colorado
$12K – – –
MA
508
MCF Advisors
Kentucky
$11K +$11K +104 New
TL
509
TrueWealth LLC
Georgia
$10K -$19.2K -177 -66%
PCP
510
Proficio Capital Partners
Massachusetts
$10K -$532 -5 -5%
TSW
511
Thompson Siegel & Walmsley
Virginia
$10K – – –
CJA
512
C-J Advisory
California
$9K – – –
WEC
513
Winslow Evans & Crocker
Massachusetts
$8.22K – – –
SIM
514
Sonora Investment Management
Arizona
$7.49K – – –
FGC
515
Financial Gravity Companies
Texas
$7K -$767 -8 -10%
PFO
516
Pathstone Family Office
New Jersey
$7K +$7K +65 New
FGAM
517
Financial Gravity Asset Management
Texas
$7K +$7K +73 New
FMII
518
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
EARNEST Partners
519
EARNEST Partners
Georgia
$6K – – –
RA
520
Rational Advisors
New York
$6K +$6K +58 New
GWM
521
Geneos Wealth Management
Colorado
$5K – – –
CHP
522
Cable Hill Partners
Oregon
$4K -$1.62K -17 -29%
HWP
523
Hefty Wealth Partners
Indiana
$4K – – –
HIM
524
Hillsdale Investment Management
Ontario, Canada
$4K +$1.14K +10 +40%
S
525
SignatureFD
Georgia
$4K +$4K +40 New
19 20
21
22 23