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Verisk Analytics
VRSK

Overview Fund Activity

655 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, 241 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+47
Holders Change %
+7.73%
% 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
241
Closed
38
Calls
$10.7M
Puts
$11.1M
Net Calls
-$378K
Net Calls Change
-$5.83M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$110M
3
BlackRock
BlackRock
New York
+$73.5M
4
Deutsche Bank
Deutsche Bank
Germany
+$59.7M
5
Citadel Advisors
Citadel Advisors
Florida
+$58.5M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$512M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$147M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$64.7M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$54.8M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAME
526
Lombard Odier Asset Management (Europe)
United Kingdom
$238K – – –
HCM
527
Hengehold Capital Management
Ohio
$237K – – –
PTC
528
Private Trust Company
Ohio
$237K +$237K +1,620 New
BFS
529
Bradley Foster & Sargent
Connecticut
$236K – – –
EWM
530
Evercore Wealth Management
New York
$234K – – –
VWA
531
V Wealth Advisors
Kansas
$226K +$226K +1,467 New
Macquarie Group
532
Macquarie Group
Australia
$220K – – –
HFM
533
Harvest Fund Management
China
$220K – – –
RCAG
534
Rehmann Capital Advisory Group
Michigan
$218K +$146 +1 +0.1%
HSA
535
HBK Sorce Advisory
Pennsylvania
$218K -$51.4K -351 -19%
WJA
536
Williams Jones & Associates
New York
$217K +$217K +1,481 New
AAP
537
Arax Advisory Partners
Colorado
$213K +$213K +1,452 New
EMG
538
ETF Managers Group
New Jersey
$207K +$8.23K +57 +4%
PI
539
Putnam Investments
Massachusetts
$204K +$204K +1,390 New
FRM
540
Fox Run Management
Connecticut
$203K +$203K +1,388 New
CAM
541
Cresset Asset Management
Illinois
$202K -$87.3K -595 -30%
TFS
542
Thoroughbred Financial Services
Tennessee
$201K +$201K +1,372 New
SMFS
543
Squar Milner Financial Services
California
$199K – – –
BCI
544
Brinker Capital Investments
Pennsylvania
$196K +$41.7K +285 +27%
PFBT
545
Parkside Financial Bank & Trust
Missouri
$191K +$8.05K +55 +4%
NIT
546
NumerixS Investment Technologies
British Columbia, Canada
$190K +$190K +1,300 New
FFW
547
Fusion Family Wealth
New York
$177K – – –
HNB
548
Huntington National Bank
Ohio
$161K -$29.4K -200 -15%
SIAS
549
Shine Investment Advisory Services
Colorado
$150K +$2.49K +17 +2%
Northwestern Mutual Wealth Management
550
Northwestern Mutual Wealth Management
Wisconsin
$147K +$59.5K +405 +68%
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