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Verisk Analytics
VRSK

Overview Fund Activity

549 hedge funds and large institutions have $16.5B invested in Verisk Analytics in 2018 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 206 increasing their positions, 197 reducing their positions, and 44 closing their positions.

Holders
549
Holders Change
+5
Holders Change %
+0.92%
% of All Funds
12.59%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.34%
New
54
Increased
206
Reduced
197
Closed
44
Calls
$5.6M
Puts
$8.83M
Net Calls
-$3.24M
Net Calls Change
+$8.66M

Top Buyers

1
WRF
1
Waddell & Reed Financial
Kansas
$198M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$726M
3
Invesco
3
Invesco
Georgia
$278M
4
Franklin Resources
4
Franklin Resources
California
$395M
5
UH
5
Unigestion Holding
Switzerland
$41.8M

Top Sellers

1
Parnassus Investments
1
Parnassus Investments
California
$524M
2
UIM
2
USS Investment Management
United Kingdom
$0
3
EVM
3
Eaton Vance Management
Massachusetts
$71.8M
4
BI
4
BlueSpruce Investments
Illinois
$0
5
JCM
5
Junto Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LC
501
Landaas & Company
Wisconsin
$15K 140 +140 New
TCOV
502
Trust Company of Vermont
Vermont
$15K 141 +141 New
JA
503
JOYN Advisors
Georgia
$14K 132 -9 -6%
VCM
504
Versant Capital Management
Arizona
$14K 132 – –
PA
505
Parallel Advisors
California
$14K 137 – –
BBA
506
Braun-Bostich & Associates
Pennsylvania
$14K 126 – –
ZB
507
Zions Bancorporation
Utah
$14K 132 +132 New
MA
508
MCF Advisors
Kentucky
$11K 104 – –
PCP
509
Proficio Capital Partners
Massachusetts
$11K 103 +9 +10%
TSW
510
Thompson Siegel & Walmsley
Virginia
$10K 92 – –
WEC
511
Winslow Evans & Crocker
Massachusetts
$10K 80 – –
TL
512
TrueWealth LLC
Georgia
$10K 92 – –
CIA
513
CSat Investment Advisory
Michigan
$10K 93 +93 New
CJA
514
C-J Advisory
California
$9K 85 – –
FGAM
515
Financial Gravity Asset Management
Texas
$8K 71 -2 -3%
SIM
516
Sonora Investment Management
Arizona
$8K 72 – –
EARNEST Partners
517
EARNEST Partners
Georgia
$7K 62 – –
S
518
SignatureFD
Georgia
$7K 68 +28 +70%
FMII
519
Farmers & Merchants Investments Inc
Nebraska
$6K 54 – –
GWM
520
Geneos Wealth Management
Colorado
$6K 57 – –
CHP
521
Cable Hill Partners
Oregon
$5K 42 – –
CI
522
CX Institutional
Indiana
$5K 42 +42 New
WAP
523
Wealthcare Advisory Partners
Pennsylvania
$5K 49 +49 New
KL
524
KWMG LLC
Kansas
$5K 51 +51 New
CF
525
Centaurus Financial
California
$5K 51 +51 New
19 20
21
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