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Verisk Analytics
VRSK

Overview Fund Activity

575 hedge funds and large institutions have $18.6B invested in Verisk Analytics in 2018 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 231 increasing their positions, 200 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+26
Holders Change %
+4.74%
% of All Funds
13.17%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.37%
New
64
Increased
231
Reduced
200
Closed
32
Calls
$5.99M
Puts
$8.03M
Net Calls
-$2.04M
Net Calls Change
+$1.2M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$115M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$120M
3
BlackRock
BlackRock
New York
$1.34B
4
Morgan Stanley
Morgan Stanley
New York
$80.8M
5
Goldman Sachs
Goldman Sachs
New York
$123M

Top Sellers

1
NEAM
New England Asset Management
Connecticut
$124M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$146M
3
FCM
Farallon Capital Management
California
$172M
4
UBS AM
UBS AM
Illinois
$130M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$769M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
551
EARNEST Partners
Georgia
$7K – – –
FMII
552
Farmers & Merchants Investments Inc
Nebraska
$7K +$593 +5 +9%
WSTAM
553
Wilbanks Smith & Thomas Asset Management
Virginia
$7K +$7K +60 New
WAP
554
Wealthcare Advisory Partners
Pennsylvania
$6K – – –
KL
555
KWMG LLC
Kansas
$6K – – –
GWM
556
Geneos Wealth Management
Colorado
$6K – – –
CI
557
CX Institutional
Indiana
$5K – – –
CHP
558
Cable Hill Partners
Oregon
$5K – – –
OSAM
559
O'Shaughnessy Asset Management
Connecticut
$5K +$2.18K +17 +77%
WAM
560
Watermark Asset Management
California
$5K +$5K +38 New
HIM
561
Hillsdale Investment Management
Ontario, Canada
$4K – – –
LA
562
Legacy Advisors
Pennsylvania
$4K +$4K +36 New
PMFA
563
Plante Moran Financial Advisors
Michigan
$3K -$818 -6 -21%
TFO
564
Tarbox Family Office
California
$3K – – –
ML
565
McAdam LLC
Pennsylvania
$3K – – –
CAW
566
Cornerstone Advisors (Washington)
Washington
$3K +$1.29K +9 +75%
SWA
567
Sutton Wealth Advisors
Florida
$2.89K – – –
GEA
568
Glen Eagle Advisors
New Jersey
$2.17K – – –
OFW
569
Omnia Family Wealth
Florida
$2K – – –
SFM
570
Signet Financial Management
New Jersey
$2K – – –
Fidelity International
571
Fidelity International
Bermuda
$2K +$2K +18 New
TCA
572
Tortoise Capital Advisors
Kansas
$1K +$500 +5 +100%
Renaissance Technologies
573
Renaissance Technologies
New York
– -$28M -260,000 Closed
Millennium Management
574
Millennium Management
New York
– -$21.6M -200,331 Closed
CCM
575
Clearfield Capital Management
New York
– -$14.6M -135,242 Closed
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