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Verisk Analytics

656 hedge funds and large institutions have $22.1B invested in Verisk Analytics in 2019 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 235 increasing their positions, 242 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 38

8% more funds holding

Funds holding: 609656 (+47)

8% more capital invested

Capital invested by funds: $20.6B → $22.1B (+$1.55B)

3% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 242

3% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $11.1M

2.21% less ownership

Funds ownership: 94.55%92.34% (-2.2%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
656
Holders Change
+47
Holders Change %
+7.72%
% of All Funds
14.25%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
92
Increased
235
Reduced
242
Closed
38
Calls
$10.7M
Puts
$11.1M
Net Calls
-$378K
Net Calls Change
-$5.83M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
526
Simmons Bank
Arkansas
$238K -$125K -888 -35%
LOAME
527
Lombard Odier Asset Management (Europe)
United Kingdom
$238K
HCM
528
Hengehold Capital Management
Ohio
$237K
PTC
529
Private Trust Company
Ohio
$237K +$228K +1,620 New
BFS
530
Bradley Foster & Sargent
Connecticut
$236K
EWM
531
Evercore Wealth Management
New York
$234K
VWA
532
V Wealth Advisors
Kansas
$226K +$207K +1,467 New
HFM
533
Harvest Fund Management
China
$220K
Macquarie Group
534
Macquarie Group
Australia
$220K
RCAG
535
Rehmann Capital Advisory Group
Michigan
$218K +$141 +1 +0.1%
HSA
536
HBK Sorce Advisory
Pennsylvania
$218K -$49.5K -351 -19%
WJA
537
Williams Jones & Associates
New York
$217K +$209K +1,481 New
AAP
538
Arax Advisory Partners
Colorado
$213K +$205K +1,452 New
EMG
539
ETF Managers Group
New Jersey
$207K +$8.04K +57 +4%
PI
540
Putnam Investments
Massachusetts
$204K +$196K +1,390 New
FRM
541
Fox Run Management
Connecticut
$203K +$196K +1,388 New
CAM
542
Cresset Asset Management
Illinois
$202K -$83.9K -595 -30%
TFS
543
Thoroughbred Financial Services
Tennessee
$201K +$193K +1,372 New
SMFS
544
Squar Milner Financial Services
California
$199K
BCI
545
Brinker Capital Investments
Pennsylvania
$196K +$40.2K +285 +27%
PFBT
546
Parkside Financial Bank & Trust
Missouri
$191K +$7.76K +55 +4%
NIT
547
NumerixS Investment Technologies
British Columbia, Canada
$190K +$183K +1,300 New
FFW
548
Fusion Family Wealth
New York
$177K
HNB
549
Huntington National Bank
Ohio
$161K -$28.2K -200 -15%
SIAS
550
Shine Investment Advisory Services
Colorado
$150K +$2.4K +17 +2%

VRSK Hedge Fund Activity: Q2 2019 in Review

656 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q2 2019, worth a combined $22.1B — up 7.5% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VRSK positions and 38 closed out — a net gain of 54 holders — while 235 added to existing stakes and 242 trimmed.

The largest buyer was Nuveen, adding an estimated $170M. The largest seller was Baillie Gifford & Co, cutting an estimated $493M.

  • 656 institutional investors held Verisk Analytics (VRSK) as of Q2 2019, up from 609 in Q1 2019.
  • Funds reported $22.1B of Verisk Analytics stock for Q2 2019, up 7.5% quarter-over-quarter.
  • 92 funds opened new Verisk Analytics positions in Q2 2019 and 38 closed out, a net change of +54 holders.
  • The largest Verisk Analytics buyer in Q2 2019 was Nuveen, an estimated $170M added.
  • The largest Verisk Analytics seller in Q2 2019 was Baillie Gifford & Co, an estimated $493M sold.

Based on aggregated 13F filings for Q2 2019.