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Verisk Analytics

545 hedge funds and large institutions have $16B invested in Verisk Analytics in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 170 increasing their positions, 214 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 49

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

9% more capital invested

Capital invested by funds: $14.6B → $16B (+$1.39B)

4% more funds holding

Funds holding: 526545 (+19)

0.75% more ownership

Funds ownership: 92.67%93.42% (+0.75%)

21% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 214

76% less call options, than puts

Call options by funds: $3.7M | Put options by funds: $15.6M

Holders
545
Holders Change
+19
Holders Change %
+3.61%
% of All Funds
12.49%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.39%
New
75
Increased
170
Reduced
214
Closed
49
Calls
$3.7M
Puts
$15.6M
Net Calls
-$11.9M
Net Calls Change
-$4.82M
Name Holding Trade Value Shares
Change
Change in
Stake
S
526
SignatureFD
Georgia
$4K +$3.99K +40 New
AWM
527
Aevitas Wealth Management
Massachusetts
$3K
MOS
528
MGO One Seven
Ohio
$3K
TFO
529
Tarbox Family Office
California
$3K
PMFA
530
Plante Moran Financial Advisors
Michigan
$3K +$699 +7 +37%
FCAG
531
First Capital Advisors Group
New Jersey
$3K +$3.09K +31 New
SWA
532
Sutton Wealth Advisors
Florida
$2.5K +$1.5K +15 +167%
OFW
533
Omnia Family Wealth
Florida
$2K
APP
534
Avantax Planning Partners
Iowa
$2K +$1.7K +17 New
WT
535
Whittier Trust
California
$2K +$1.9K +19 New
ML
536
McAdam LLC
Pennsylvania
$2K +$2.4K +24 New
GEA
537
Glen Eagle Advisors
New Jersey
$1.98K +$1.9K +19 New
Nomura Holdings
538
Nomura Holdings
Japan
$1.26K -$821K -8,226 -40%
Canada Pension Plan Investment Board
539
Canada Pension Plan Investment Board
Ontario, Canada
$1K -$4.79K -48 -83%
TCA
540
Tortoise Capital Advisors
Kansas
$1K
SFM
541
Signet Financial Management
New Jersey
$1K +$1.4K +14 New
SLF
542
Sun Life Financial
Ontario, Canada
$707 -$26.5K -265 -78%
RA
543
RiverPark Advisors
New York
-$21.2M -221,000 Closed
Balyasny Asset Management
544
Balyasny Asset Management
Illinois
-$20.4M -213,017 Closed
MWNA
545
Marshall Wace North America
New York
-$6.14M -63,966 Closed
CC
546
Cipher Capital
New York
-$3.09M -32,145 Closed
FAF
547
Första AP-fonden
Sweden
-$2.4M -25,008 Closed
TI
548
Trexquant Investment
Connecticut
-$1.48M -15,451 Closed
TFCM
549
Taylor Frigon Capital Management
Arizona
-$1.34M -13,926 Closed
Holocene Advisors
550
Holocene Advisors
New York
-$965K -10,052 Closed

VRSK Hedge Fund Activity: Q1 2018 in Review

545 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q1 2018, worth a combined $16B — up 9.5% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VRSK positions and 49 closed out — a net gain of 26 holders — while 170 added to existing stakes and 214 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $120M. The largest seller was Berkshire Hathaway, cutting an estimated $128M.

  • 545 institutional investors held Verisk Analytics (VRSK) as of Q1 2018, up from 526 in Q4 2017.
  • Funds reported $16B of Verisk Analytics stock for Q1 2018, up 9.5% quarter-over-quarter.
  • 75 funds opened new Verisk Analytics positions in Q1 2018 and 49 closed out, a net change of +26 holders.
  • The largest Verisk Analytics buyer in Q1 2018 was Massachusetts Financial Services, an estimated $120M added.
  • The largest Verisk Analytics seller in Q1 2018 was Berkshire Hathaway, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2018.