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Verisk Analytics
VRSK

Overview Fund Activity

599 hedge funds and large institutions have $16.4B invested in Verisk Analytics in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 225 increasing their positions, 201 reducing their positions, and 57 closing their positions.

Holders
599
Holders Change
+24
Holders Change %
+4.17%
% of All Funds
13.37%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.33%
New
86
Increased
225
Reduced
201
Closed
57
Calls
$12.4M
Puts
$11.1M
Net Calls
+$1.28M
Net Calls Change
+$3.32M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$634M
2
JCM
2
Junto Capital Management
New York
$50.6M
3
Fundsmith LLP
3
Fundsmith LLP
United Kingdom
$49.1M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$135M
5
CAM
5
Congress Asset Management
Massachusetts
$44.1M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$40M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$73.8M
3
TCCM
3
Two Creeks Capital Management
New York
$0
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$392M
5
NEAM
5
New England Asset Management
Connecticut
$29.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LBG
501
Lloyds Banking Group
United Kingdom
$77K 708 -17 -2%
IFAM
502
Institutional & Family Asset Management
Colorado
$76K 700 -24 -3%
LFASL
503
Lugano Financial Advisors SA (LFA)
Switzerland
$75K 618 – –
BCI
504
Brinker Capital Investments
Pennsylvania
$71K 650 – –
Schroder Investment Management Group
505
Schroder Investment Management Group
United Kingdom
$69.7K 639,334 +38,984 +6%
LWM
506
Lenox Wealth Management
Ohio
$69K 631 +172 +37%
Northwestern Mutual Wealth Management
507
Northwestern Mutual Wealth Management
Wisconsin
$68K 626 -146 -19%
TNBTD
508
Trustmark National Bank Trust Department
Mississippi
$57K 522 – –
BFEC
509
Benjamin F. Edwards & Company
Missouri
$56K 510 +10 +2%
LC
510
Lindbrook Capital
California
$56K 520 +520 New
AAMU
511
Amundi Asset Management US
Massachusetts
$55.3K 506,833 +9,115 +2%
WA
512
WealthTrust-Arizona
Arizona
$52K 473 -4 -0.8%
TF
513
Tompkins Financial
New York
$52K 478 – –
FPFS
514
First Personal Financial Services
North Carolina
$51K 470 – –
GLI
515
Guardian Life Insurance
New York
$50K 463 – –
KA
516
Kaizen Advisory
Illinois
$50K 462 +96 +26%
SLF
517
Sun Life Financial
Ontario, Canada
$49K 453 +2 +0.4%
CBT
518
Capital Bank & Trust
California
$49K 446 +23 +5%
CFA
519
Carroll Financial Associates
North Carolina
$49K 452 +211 +88%
ST
520
Smithfield Trust
Pennsylvania
$48K 443 – –
BBA
521
Braun-Bostich & Associates
Pennsylvania
$46K 422 +79 +23%
WTC
522
WhitTier Trust Company
Nevada
$44K 406 – –
CG
523
Cutler Group
California
$43K 400 +400 New
FCA
524
FinTrust Capital Advisors
South Carolina
$34K 313 +313 New
EWM
525
Executive Wealth Management
Michigan
$33K 299 +299 New
19 20
21
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