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Verisk Analytics

599 hedge funds and large institutions have $16.4B invested in Verisk Analytics in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 225 increasing their positions, 201 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 58

12% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 201

12% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $11.1M

4% more funds holding

Funds holding: 576599 (+23)

1.63% less ownership

Funds ownership: 93.97%92.34% (-1.6%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

12% less capital invested

Capital invested by funds: $18.6B → $16.4B (-$2.21B)

Holders
599
Holders Change
+23
Holders Change %
+3.99%
% of All Funds
13.35%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.33%
New
86
Increased
225
Reduced
201
Closed
58
Calls
$12.4M
Puts
$11.1M
Net Calls
+$1.28M
Net Calls Change
+$3.32M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
576
Watermark Asset Management
California
$4K
LC
577
Lavaca Capital
Texas
$4K +$4.44K +38 New
PHK
578
Point72 Hong Kong
Hong Kong
$4K +$4.79K +41 New
TFO
579
Tarbox Family Office
California
$3K
NFG
580
Next Financial Group
Texas
$3K +$2.92K +25 New
AIA
581
Alera Investment Advisors
Illinois
$3K +$3.27K +28 New
CC
582
Claybrook Capital
Massachusetts
$3K +$3.39K +29 New
WDL
583
Well Done LLC
Michigan
$3K +$3.39K +29 New
CIAS
584
Capital Investment Advisory Services
North Carolina
$3K +$3.51K +30 New
MSA
585
Marino Stram & Associates
Massachusetts
$3K +$3.51K +30 New
SWA
586
Sutton Wealth Advisors
Florida
$2.62K
HIM
587
Hillsdale Investment Management
Ontario, Canada
$2K -$1.17K -10 -33%
Fidelity International
588
Fidelity International
Bermuda
$2K -$351 -3 -17%
OFW
589
Omnia Family Wealth
Florida
$2K
PWMG
590
Prestige Wealth Management Group
New Jersey
$2K +$1.87K +16 New
YWP
591
YorkBridge Wealth Partners
New York
$2K +$2.1K +18 New
MOS
592
MGO One Seven
Ohio
$2K +$2.92K +25 New
GEA
593
Glen Eagle Advisors
New Jersey
$1.96K
TCA
594
Tortoise Capital Advisors
Kansas
$1K
BWM
595
BerganKDV Wealth Management
Minnesota
$1K +$1.17K +10 New
GT
596
Glenmede Trust
Pennsylvania
$139 +$36.6K +313 +32%
TCCM
597
Two Creeks Capital Management
New York
-$86.9M -720,590 Closed
Select Equity Group
598
Select Equity Group
New York
-$36.7M -304,128 Closed
Lord, Abbett & Co
599
Lord, Abbett & Co
New Jersey
-$15.3M -126,914 Closed
SLAM
600
Swiss Life Asset Management
-$3.94M -32,667 Closed

VRSK Hedge Fund Activity: Q4 2018 in Review

599 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2018, worth a combined $16.4B — down 12% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new VRSK positions and 58 closed out — a net gain of 28 holders — while 225 added to existing stakes and 201 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $69.4M. The largest seller was William Blair Investment Management, cutting an estimated $99.1M.

  • 599 institutional investors held Verisk Analytics (VRSK) as of Q4 2018, up from 576 in Q3 2018.
  • Funds reported $16.4B of Verisk Analytics stock for Q4 2018, down 12% quarter-over-quarter.
  • 86 funds opened new Verisk Analytics positions in Q4 2018 and 58 closed out, a net change of +28 holders.
  • The largest Verisk Analytics buyer in Q4 2018 was Janus Henderson Group, an estimated $69.4M added.
  • The largest Verisk Analytics seller in Q4 2018 was William Blair Investment Management, an estimated $99.1M sold.

Based on aggregated 13F filings for Q4 2018.