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Verisk Analytics

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 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 58

12% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 201

12% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $11.1M

4% more funds holding

Funds holding: 576599 (+23)

1.63% less ownership

Funds ownership: 93.97%92.34% (-1.6%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

12% less capital invested

Capital invested by funds: $18.6B → $16.4B (-$2.21B)

Holders
599
Holders Change
+23
Holders Change %
+3.99%
% of All Funds
13.35%
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
58
Calls
$12.4M
Puts
$11.1M
Net Calls
+$1.28M
Net Calls Change
+$3.32M
Name Holding Trade Value Shares
Change
Change in
Stake
LBG
501
Lloyds Banking Group
United Kingdom
$77K -$1.99K -17 -2%
IFAM
502
Institutional & Family Asset Management
Colorado
$76K -$2.81K -24 -3%
LFASL
503
Lugano Financial Advisors SA (LFA)
Switzerland
$75K
BCI
504
Brinker Capital Investments
Pennsylvania
$71K
Schroder Investment Management Group
505
Schroder Investment Management Group
United Kingdom
$69.7K +$4.56M +38,984 +6%
LWM
506
Lenox Wealth Management
Ohio
$69K +$20.1K +172 +37%
Northwestern Mutual Wealth Management
507
Northwestern Mutual Wealth Management
Wisconsin
$68K -$17.1K -146 -19%
TNBTD
508
Trustmark National Bank Trust Department
Mississippi
$57K
BFEC
509
Benjamin F. Edwards & Company
Missouri
$56K +$1.17K +10 +2%
LC
510
Lindbrook Capital
California
$56K +$60.8K +520 New
AAMU
511
Amundi Asset Management US
Massachusetts
$55.3K +$1.07M +9,115 +2%
WA
512
WealthTrust-Arizona
Arizona
$52K -$468 -4 -0.8%
TF
513
Tompkins Financial
New York
$52K
FPFS
514
First Personal Financial Services
North Carolina
$51K
GLI
515
Guardian Life Insurance
New York
$50K
KA
516
Kaizen Advisory
Illinois
$50K +$11.2K +96 +26%
SLF
517
Sun Life Financial
Ontario, Canada
$49K +$234 +2 +0.4%
CBT
518
Capital Bank & Trust
California
$49K +$2.69K +23 +5%
CFA
519
Carroll Financial Associates
North Carolina
$49K +$24.7K +211 +88%
ST
520
Smithfield Trust
Pennsylvania
$48K
BBA
521
Braun-Bostich & Associates
Pennsylvania
$46K +$9.23K +79 +23%
WTC
522
WhitTier Trust Company
Nevada
$44K
CG
523
Cutler Group
California
$43K +$46.8K +400 New
FCA
524
FinTrust Capital Advisors
South Carolina
$34K +$36.6K +313 New
EWM
525
Executive Wealth Management
Michigan
$33K +$35K +299 New

VRSK Hedge Fund Activity: Q4 2018 in Review

599 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2018, worth a combined $16.4B — down 12% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new VRSK positions and 58 closed out — a net gain of 28 holders — while 225 added to existing stakes and 201 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $69.4M. The largest seller was William Blair Investment Management, cutting an estimated $99.1M.

  • 599 institutional investors held Verisk Analytics (VRSK) as of Q4 2018, up from 576 in Q3 2018.
  • Funds reported $16.4B of Verisk Analytics stock for Q4 2018, down 12% quarter-over-quarter.
  • 86 funds opened new Verisk Analytics positions in Q4 2018 and 58 closed out, a net change of +28 holders.
  • The largest Verisk Analytics buyer in Q4 2018 was Janus Henderson Group, an estimated $69.4M added.
  • The largest Verisk Analytics seller in Q4 2018 was William Blair Investment Management, an estimated $99.1M sold.

Based on aggregated 13F filings for Q4 2018.