We are live on ! Find out more
VRSK icon

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
BG
526
Bollard Group
Massachusetts
$33K +$35.1K +300 New
AAP
527
Arax Advisory Partners
Colorado
$31K -$19.8K -169 -37%
VFA
528
Valeo Financial Advisors
Indiana
$31K -$3.86K -33 -11%
PCG
529
Private Capital Group
Connecticut
$29K +$2.69K +23 +9%
ASN
530
Advisory Services Network
Georgia
$28K +$2.57K +22 +9%
ClearBridge Investments
531
ClearBridge Investments
New York
$25K
TWA
532
TCI Wealth Advisors
Arizona
$24K +$585 +5 +2%
SFSIG
533
San Francisco Sentry Investment Group
California
$23K -$7.37K -63 -23%
CBOA
534
Commonwealth Bank of Australia
Australia
$23K +$1.52K +13 +6%
FGC
535
Financial Gravity Companies
Texas
$23K +$22.9K +196 New
PGWM
536
Parisi Gray Wealth Management
New Jersey
$21K
GWS
537
Glassman Wealth Services
Virginia
$19K
RFA
538
Reilly Financial Advisors
California
$18K
CJA
539
C-J Advisory
California
$18K +$9.82K +84 +99%
PA
540
Parallel Advisors
California
$17K +$2.57K +22 +16%
MNBTD
541
Moody National Bank Trust Division
Texas
$17K +$18.5K +158 New
JA
542
JOYN Advisors
Georgia
$16K +$1.29K +11 +8%
ZB
543
Zions Bancorporation
Utah
$15K +$351 +3 +2%
AF
544
Advisornet Financial
Minnesota
$14K +$14.6K +125 New
CIA
545
CSat Investment Advisory
Michigan
$13K +$3.74K +32 +37%
Carson Wealth (CWM LLC)
546
Carson Wealth (CWM LLC)
Nebraska
$13K +$14.4K +123 New
TCOV
547
Trust Company of Vermont
Vermont
$11K -$7.13K -61 -38%
AF
548
Allworth Financial
California
$11K
PCP
549
Proficio Capital Partners
Massachusetts
$11K
VCM
550
Versant Capital Management
Arizona
$11K

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.