VRSK icon

Verisk Analytics
VRSK

Overview Fund Activity

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 57 closing their positions.

Holders
599
Holders Change
+24
Holders Change %
+4.17%
% of All Funds
13.37%
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
57
Calls
$12.4M
Puts
$11.1M
Net Calls
+$1.28M
Net Calls Change
+$3.32M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$634M
2
JCM
2
Junto Capital Management
New York
$50.6M
3
Fundsmith LLP
3
Fundsmith LLP
United Kingdom
$49.1M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$135M
5
CAM
5
Congress Asset Management
Massachusetts
$44.1M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$40M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$73.8M
3
TCCM
3
Two Creeks Capital Management
New York
$0
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$392M
5
NEAM
5
New England Asset Management
Connecticut
$29.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BG
526
Bollard Group
Massachusetts
$33K 300 +300 New
AAP
527
Arax Advisory Partners
Colorado
$31K 287 -169 -37%
VFA
528
Valeo Financial Advisors
Indiana
$31K 280 -33 -11%
PCG
529
Private Capital Group
Connecticut
$29K 267 +23 +9%
ASN
530
Advisory Services Network
Georgia
$28K 263 +22 +9%
ClearBridge Investments
531
ClearBridge Investments
New York
$25K 225 – –
TWA
532
TCI Wealth Advisors
Arizona
$24K 218 +5 +2%
SFSIG
533
San Francisco Sentry Investment Group
California
$23K 213 -63 -23%
CBOA
534
Commonwealth Bank of Australia
Australia
$23K 233 +13 +6%
FGC
535
Financial Gravity Companies
Texas
$23K 196 +196 New
PGWM
536
Parisi Gray Wealth Management
New Jersey
$21K 195 – –
GWS
537
Glassman Wealth Services
Virginia
$19K 173 – –
RFA
538
Reilly Financial Advisors
California
$18K 163 – –
CJA
539
C-J Advisory
California
$18K 169 +84 +99%
PA
540
Parallel Advisors
California
$17K 159 +22 +16%
MNBTD
541
Moody National Bank Trust Division
Texas
$17K 158 +158 New
JA
542
JOYN Advisors
Georgia
$16K 146 +11 +8%
ZB
543
Zions Bancorporation
Utah
$15K 137 +3 +2%
AF
544
Advisornet Financial
Minnesota
$14K 125 +125 New
CIA
545
CSat Investment Advisory
Michigan
$13K 119 +32 +37%
Carson Wealth (CWM LLC)
546
Carson Wealth (CWM LLC)
Nebraska
$13K 123 +123 New
TCOV
547
Trust Company of Vermont
Vermont
$11K 98 -61 -38%
VCM
548
Versant Capital Management
Arizona
$11K 104 – –
AF
549
Allworth Financial
California
$11K 100 – –
PCP
550
Proficio Capital Partners
Massachusetts
$11K 103 – –
20 21
22
23 24