We are live on ! Find out more
VRSK icon

Verisk Analytics

753 hedge funds and large institutions have $25.8B invested in Verisk Analytics in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 327 increasing their positions, 251 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 251

0.07% less ownership

Funds ownership: 89.99%89.92% (-0.07%)

4% less funds holding

Funds holding: 781753 (-28)

15% less capital invested

Capital invested by funds: $30.5B → $25.8B (-$4.67B)

19% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 95

41% less call options, than puts

Call options by funds: $50.5M | Put options by funds: $85.9M

64% less funds holding in top 10

Funds holding in top 10: 114 (-7)

Holders
753
Holders Change
-28
Holders Change %
-3.59%
% of All Funds
13.22%
Holding in Top 10
4
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-63.64%
% of All Funds
0.07%
New
77
Increased
327
Reduced
251
Closed
95
Calls
$50.5M
Puts
$85.9M
Net Calls
-$35.4M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
551
Tidal Investments
Wisconsin
$310K +$124K +677 +63%
HCM
552
Hengehold Capital Management
Ohio
$309K +$21.4K +117 +7%
BG
553
Bellevue Group
Switzerland
$307K -$137K -750 -30%
EI
554
Ellevest Inc
New York
$306K +$24.7K +135 +8%
SIM
555
Sentry Investment Management
Wisconsin
$304K -$1.51M -8,235 -83%
EWA
556
EP Wealth Advisors
California
$301K +$312K +1,703 New
COI
557
Connable Office Inc
Michigan
$300K
CCA
558
Checchi Capital Advisers
California
$300K +$7.51K +41 +2%
PG
559
Pendal Group
Australia
$299K -$508K -2,775 -62%
QCM
560
Quest Capital Management
Texas
$298K +$59.9K +327 +24%
NERM
561
New England Research & Management
Illinois
$296K
PF
562
Phoenix Financial
Israel
$295K -$245K -1,338 -44%
CG
563
Colony Group
Massachusetts
$295K +$2.75K +15 +0.9%
CSS
564
Cubist Systematic Strategies
Connecticut
$291K -$50.2K -274 -14%
EWM
565
Endurance Wealth Management
Rhode Island
$291K +$141K +768 +87%
FP
566
Foundry Partners
Minnesota
$288K
OSAM
567
O'Shaughnessy Asset Management
Connecticut
$284K -$11.7K -64 -4%
GCAC
568
Guardian Capital Advisors (Canada)
Ontario, Canada
$279K +$64.1K +350 +30%
GAM
569
Gotham Asset Management
New York
$278K -$504K -2,751 -64%
CG
570
Caprock Group
Idaho
$277K -$18.7K -102 -6%
MAM
571
Meeder Asset Management
Ohio
$277K +$33.7K +184 +13%
VWM
572
Venturi Wealth Management
Texas
$276K +$15K +82 +6%
Los Angeles Capital Management
573
Los Angeles Capital Management
California
$274K -$2.96M -16,185 -91%
ZB
574
Zions Bancorporation
Utah
$273K +$214K +1,168 +311%
MCG
575
MACRO Consulting Group
New Jersey
$271K +$37.9K +207 +16%

VRSK Hedge Fund Activity: Q1 2021 in Review

753 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q1 2021, worth a combined $25.8B — down 15% from $30.5B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of VRSK and 77 opened new positions — a net loss of 18 holders — while 251 trimmed existing stakes and 327 added.

The largest buyer was Flossbach Von Storch, adding an estimated $394M. The largest seller was Parnassus Investments, cutting an estimated $529M.

  • 753 institutional investors held Verisk Analytics (VRSK) as of Q1 2021, down from 781 in Q4 2020.
  • Funds reported $25.8B of Verisk Analytics stock for Q1 2021, down 15% quarter-over-quarter.
  • 77 funds opened new Verisk Analytics positions in Q1 2021 and 95 closed out, a net change of -18 holders.
  • The largest Verisk Analytics buyer in Q1 2021 was Flossbach Von Storch, an estimated $394M added.
  • The largest Verisk Analytics seller in Q1 2021 was Parnassus Investments, an estimated $529M sold.

Based on aggregated 13F filings for Q1 2021.