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Verisk Analytics
VRSK

Overview Fund Activity

549 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, 206 increasing their positions, 197 reducing their positions, and 44 closing their positions.

Holders
549
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
206
Reduced
197
Closed
44
Calls
$5.6M
Puts
$8.83M
Net Calls
-$3.24M
Net Calls Change
+$8.66M

Top Buyers

1
WRF
1
Waddell & Reed Financial
Kansas
$198M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$726M
3
Invesco
3
Invesco
Georgia
$278M
4
Franklin Resources
4
Franklin Resources
California
$395M
5
UH
5
Unigestion Holding
Switzerland
$41.8M

Top Sellers

1
Parnassus Investments
1
Parnassus Investments
California
$524M
2
UIM
2
USS Investment Management
United Kingdom
$0
3
EVM
3
Eaton Vance Management
Massachusetts
$71.8M
4
BI
4
BlueSpruce Investments
Illinois
$0
5
JCM
5
Junto Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
526
Steward Partners Investment Advisory
New York
$4K 38 +38 New
RA
527
Rational Advisors
New York
$3K 26 -32 -55%
HIM
528
Hillsdale Investment Management
Ontario, Canada
$3K 30 -5 -14%
TFO
529
Tarbox Family Office
California
$3K 27 – –
ML
530
McAdam LLC
Pennsylvania
$3K 24 – –
PMFA
531
Plante Moran Financial Advisors
Michigan
$3K 28 +2 +8%
CA
532
Centerpoint Advisors
Massachusetts
$3K 30 +30 New
FHA
533
Flagship Harbor Advisors
Massachusetts
$3K 32 +32 New
SWA
534
Sutton Wealth Advisors
Florida
$2.58K 24 – –
MPWT
535
MassMutual Private Wealth & Trust
Connecticut
$2.58K 24 +24 New
OFW
536
Omnia Family Wealth
Florida
$2K 16 – –
SFM
537
Signet Financial Management
New Jersey
$2K 14 – –
WT
538
Whittier Trust
California
$2K 19 – –
WT
539
Washington Trust
Rhode Island
$2K 18 +18 New
OSAM
540
O'Shaughnessy Asset Management
Connecticut
$2K 22 +22 New
GEA
541
Glen Eagle Advisors
New Jersey
$1.94K 18 -1 -5%
TG
542
TLP Group
Illinois
$1K 5 -2,207 -100%
TCA
543
Tortoise Capital Advisors
Kansas
$1K 5 – –
Canada Pension Plan Investment Board
544
Canada Pension Plan Investment Board
Ontario, Canada
$1K 10 – –
LFA
545
Legacy Financial Advisors
Kentucky
$1K 6 – –
CAW
546
Cornerstone Advisors (Washington)
Washington
$1K 12 +12 New
AIL
547
AGF Investments LLC
Ontario, Canada
$40 369 +134 +57%
EMG
548
ETF Managers Group
New Jersey
$12 969 +103 +12%
UIM
549
USS Investment Management
United Kingdom
– – -795,586 Closed
BI
550
BlueSpruce Investments
Illinois
– – -638,061 Closed
20 21
22
23 24