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Verisk Analytics

550 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, 207 increasing their positions, 197 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

5% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 197

3% more capital invested

Capital invested by funds: $16B → $16.5B (+$517M)

1% more funds holding

Funds holding: 545550 (+5)

0.37% less ownership

Funds ownership: 93.42%93.05% (-0.37%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

37% less call options, than puts

Call options by funds: $5.6M | Put options by funds: $8.83M

Holders
550
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
207
Reduced
197
Closed
44
Calls
$5.6M
Puts
$8.83M
Net Calls
-$3.23M
Net Calls Change
+$8.66M
Name Holding Trade Value Shares
Change
Change in
Stake
KL
526
KWMG LLC
Kansas
$5K +$5.43K +51 New
SPIA
527
Steward Partners Investment Advisory
New York
$4K +$4.04K +38 New
RA
528
Rational Advisors
New York
$3K -$3.41K -32 -55%
HIM
529
Hillsdale Investment Management
Ontario, Canada
$3K -$532 -5 -14%
ML
530
McAdam LLC
Pennsylvania
$3K
TFO
531
Tarbox Family Office
California
$3K
PMFA
532
Plante Moran Financial Advisors
Michigan
$3K +$213 +2 +8%
CA
533
Centerpoint Advisors
Massachusetts
$3K +$3.19K +30 New
FHA
534
Flagship Harbor Advisors
Massachusetts
$3K +$3.41K +32 New
SWA
535
Sutton Wealth Advisors
Florida
$2.58K
MPWT
536
MassMutual Private Wealth & Trust
Connecticut
$2.58K +$2.55K +24 New
OFW
537
Omnia Family Wealth
Florida
$2K
SFM
538
Signet Financial Management
New Jersey
$2K
WT
539
Whittier Trust
California
$2K
WT
540
Washington Trust
Rhode Island
$2K +$1.92K +18 New
OSAM
541
O'Shaughnessy Asset Management
Connecticut
$2K +$2.34K +22 New
GEA
542
Glen Eagle Advisors
New Jersey
$1.94K -$106 -1 -5%
TG
543
TLP Group
Illinois
$1K -$235K -2,207 -100%
Canada Pension Plan Investment Board
544
Canada Pension Plan Investment Board
Ontario, Canada
$1K
LFA
545
Legacy Financial Advisors
Kentucky
$1K
TCA
546
Tortoise Capital Advisors
Kansas
$1K
CAW
547
Cornerstone Advisors (Washington)
Washington
$1K +$1.28K +12 New
AIL
548
AGF Investments LLC
Ontario, Canada
$40 +$14.3K +134 +57%
EMG
549
ETF Managers Group
New Jersey
$12 +$11K +103 +12%
UIM
550
USS Investment Management
United Kingdom
-$84.7M -795,586 Closed

VRSK Hedge Fund Activity: Q2 2018 in Review

550 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q2 2018, worth a combined $16.5B — up 3.2% from $16B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VRSK positions and 44 closed out — a net gain of 10 holders — while 207 added to existing stakes and 197 trimmed.

The largest buyer was Waddell & Reed Financial, adding an estimated $172M. The largest seller was Parnassus Investments, cutting an estimated $156M.

  • 550 institutional investors held Verisk Analytics (VRSK) as of Q2 2018, up from 545 in Q1 2018.
  • Funds reported $16.5B of Verisk Analytics stock for Q2 2018, up 3.2% quarter-over-quarter.
  • 54 funds opened new Verisk Analytics positions in Q2 2018 and 44 closed out, a net change of +10 holders.
  • The largest Verisk Analytics buyer in Q2 2018 was Waddell & Reed Financial, an estimated $172M added.
  • The largest Verisk Analytics seller in Q2 2018 was Parnassus Investments, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2018.