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Verisk Analytics
VRSK

Overview Fund Activity

608 hedge funds and large institutions have $20.6B invested in Verisk Analytics in 2019 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 246 increasing their positions, 193 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
+9
Holders Change %
+1.5%
% of All Funds
13.18%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.3%
New
78
Increased
246
Reduced
193
Closed
61
Calls
$23M
Puts
$17.6M
Net Calls
+$5.45M
Net Calls Change
+$4.18M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$156M
2
AC
AKO Capital
United Kingdom
+$93.7M
3
Deutsche Bank
Deutsche Bank
Germany
+$84.3M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$83.8M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$61.3M

Top Sellers

1
FCM
Farallon Capital Management
California
-$157M
2
JCM
Junto Capital Management
New York
-$50.6M
3
TFP
Triple Frond Partners
California
-$35.6M
4
EVM
Eaton Vance Management
Massachusetts
-$33.9M
5
NEAM
New England Asset Management
Connecticut
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
501
Sandy Spring Bank
Maryland
$135K -$6.65K -50 -5%
SIAS
502
Shine Investment Advisory Services
Colorado
$134K – – –
BBHC
503
Brown Brothers Harriman & Co
New York
$133K +$133K +1,000 New
ASN
504
Advisory Services Network
Georgia
$126K +$91.1K +687 +261%
SWM
505
SeaCrest Wealth Management
New York
$122K +$23.4K +175 +24%
QCG
506
Quadrant Capital Group
Ohio
$115K +$6.95K +54 +6%
FANJ
507
Financial Architects (New Jersey)
New Jersey
$114K -$664 -5 -0.6%
CAPTRUST Financial Advisors
508
CAPTRUST Financial Advisors
North Carolina
$107K -$11.8K -89 -10%
GAM
509
GQ Asset Management
New York
$105K +$105K +786 New
QT
510
Quantamental Technologies
New York
$102K +$102K +765 New
IFAM
511
Institutional & Family Asset Management
Colorado
$93K – – –
LHC
512
Little House Capital
Massachusetts
$91K +$91K +690 New
Carson Wealth (CWM LLC)
513
Carson Wealth (CWM LLC)
Nebraska
$89K +$67.6K +389 +316%
VFA
514
Valeo Financial Advisors
Indiana
$88K +$50.6K +379 +135%
IWP
515
Icon Wealth Partners
Texas
$88K +$88K +660 New
LWM
516
Lenox Wealth Management
Ohio
$86K +$2.13K +16 +3%
FGAM
517
Financial Gravity Asset Management
Texas
$82K +$82K +614 New
PAM
518
Paradigm Asset Management
New York
$79.8K -$120K -900 -60%
Northwestern Mutual Wealth Management
519
Northwestern Mutual Wealth Management
Wisconsin
$79K -$3.98K -30 -5%
SFSIG
520
San Francisco Sentry Investment Group
California
$72K +$43.6K +327 +154%
TNBTD
521
Trustmark National Bank Trust Department
Mississippi
$69K – – –
LC
522
Lindbrook Capital
California
$69K – – –
BFEC
523
Benjamin F. Edwards & Company
Missouri
$68K – – –
TF
524
Tompkins Financial
New York
$64K – – –
FPFS
525
First Personal Financial Services
North Carolina
$63K – – –
19 20
21
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