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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
Northwestern Mutual Wealth Management
551
Northwestern Mutual Wealth Management
Wisconsin
$147K +$57.1K +405 +68%
BBHC
552
Brown Brothers Harriman & Co
New York
$146K
Simplex Trading
553
Simplex Trading
Illinois
$145K +$140K +994 New
SSB
554
Sandy Spring Bank
Maryland
$141K -$7.05K -50 -5%
ASN
555
Advisory Services Network
Georgia
$140K +$564 +4 +0.4%
CL
556
CSS LLC
Illinois
$132K +$127K +900 New
QCG
557
Quadrant Capital Group
Ohio
$122K -$4.65K -33 -4%
HAG
558
HighPoint Advisor Group
Illinois
$115K +$108K +766 New
CAPTRUST Financial Advisors
559
CAPTRUST Financial Advisors
North Carolina
$106K -$12K -85 -11%
IFAM
560
Institutional & Family Asset Management
Colorado
$103K
VFA
561
Valeo Financial Advisors
Indiana
$96K -$564 -4 -0.6%
PAM
562
Paradigm Asset Management
New York
$95.2K +$7.05K +50 +8%
LWM
563
Lenox Wealth Management
Ohio
$94K
Carson Wealth (CWM LLC)
564
Carson Wealth (CWM LLC)
Nebraska
$89K
HPC
565
HM Payson & Co
Maine
$89K +$86.2K +611 New
HIIFS
566
Harel Insurance Investments & Financial Services
Israel
$88K +$84.6K +600 New
SFSIG
567
San Francisco Sentry Investment Group
California
$79K
TNBTD
568
Trustmark National Bank Trust Department
Mississippi
$76K
FHA
569
First Horizon Advisors
Tennessee
$76K +$73.9K +524 New
BFEC
570
Benjamin F. Edwards & Company
Missouri
$75K +$282 +2 +0.4%
TF
571
Tompkins Financial
New York
$70K
GLI
572
Guardian Life Insurance
New York
$69K +$1.41K +10 +2%
FPFS
573
First Personal Financial Services
North Carolina
$68K -$1.27K -9 -2%
LC
574
Lindbrook Capital
California
$67K -$8.18K -58 -11%
TC
575
Truvestments Capital
Florida
$67K

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.