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Verisk Analytics

550 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, 207 increasing their positions, 197 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

5% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 197

3% more capital invested

Capital invested by funds: $16B → $16.5B (+$517M)

1% more funds holding

Funds holding: 545550 (+5)

0.37% less ownership

Funds ownership: 93.42%93.05% (-0.37%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

37% less call options, than puts

Call options by funds: $5.6M | Put options by funds: $8.83M

Holders
550
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
207
Reduced
197
Closed
44
Calls
$5.6M
Puts
$8.83M
Net Calls
-$3.23M
Net Calls Change
+$8.66M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
501
Benjamin F. Edwards & Company
Missouri
$16K
LC
502
Landaas & Company
Wisconsin
$15K +$14.9K +140 New
TCOV
503
Trust Company of Vermont
Vermont
$15K +$15K +141 New
JA
504
JOYN Advisors
Georgia
$14K -$958 -9 -6%
BBA
505
Braun-Bostich & Associates
Pennsylvania
$14K
PA
506
Parallel Advisors
California
$14K
VCM
507
Versant Capital Management
Arizona
$14K
ZB
508
Zions Bancorporation
Utah
$14K +$14.1K +132 New
MA
509
MCF Advisors
Kentucky
$11K
PCP
510
Proficio Capital Partners
Massachusetts
$11K +$958 +9 +10%
TSW
511
Thompson Siegel & Walmsley
Virginia
$10K
TL
512
TrueWealth LLC
Georgia
$10K
WEC
513
Winslow Evans & Crocker
Massachusetts
$10K
CIA
514
CSat Investment Advisory
Michigan
$10K +$9.9K +93 New
CJA
515
C-J Advisory
California
$9K
FGAM
516
Financial Gravity Asset Management
Texas
$8K -$213 -2 -3%
SIM
517
Sonora Investment Management
Arizona
$8K
EARNEST Partners
518
EARNEST Partners
Georgia
$7K
S
519
SignatureFD
Georgia
$7K +$2.98K +28 +70%
FMII
520
Farmers & Merchants Investments Inc
Nebraska
$6K
GWM
521
Geneos Wealth Management
Colorado
$6K
CHP
522
Cable Hill Partners
Oregon
$5K
CI
523
CX Institutional
Indiana
$5K +$4.47K +42 New
WAP
524
Wealthcare Advisory Partners
Pennsylvania
$5K +$5.21K +49 New
CF
525
Centaurus Financial
California
$5K +$5.43K +51 New

VRSK Hedge Fund Activity: Q2 2018 in Review

550 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q2 2018, worth a combined $16.5B — up 3.2% from $16B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VRSK positions and 44 closed out — a net gain of 10 holders — while 207 added to existing stakes and 197 trimmed.

The largest buyer was Waddell & Reed Financial, adding an estimated $172M. The largest seller was Parnassus Investments, cutting an estimated $156M.

  • 550 institutional investors held Verisk Analytics (VRSK) as of Q2 2018, up from 545 in Q1 2018.
  • Funds reported $16.5B of Verisk Analytics stock for Q2 2018, up 3.2% quarter-over-quarter.
  • 54 funds opened new Verisk Analytics positions in Q2 2018 and 44 closed out, a net change of +10 holders.
  • The largest Verisk Analytics buyer in Q2 2018 was Waddell & Reed Financial, an estimated $172M added.
  • The largest Verisk Analytics seller in Q2 2018 was Parnassus Investments, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2018.