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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
ST
576
Smithfield Trust
Pennsylvania
$65K
CFA
577
Carroll Financial Associates
North Carolina
$64K -$1.69K -12 -3%
WTC
578
WhitTier Trust Company
Nevada
$59K
IWA
579
IBEX Wealth Advisors
New Jersey
$57K +$55.6K +394 New
CIA
580
CSat Investment Advisory
Michigan
$54K +$36.2K +257 +232%
S
581
SignatureFD
Georgia
$50K +$19.5K +138 +69%
CBOA
582
Commonwealth Bank of Australia
Australia
$47K +$14.7K +104 +45%
GWS
583
Glassman Wealth Services
Virginia
$45K +$8.04K +57 +23%
Point72 Asset Management
584
Point72 Asset Management
Connecticut
$44K +$42.3K +300 New
EWM
585
Executive Wealth Management
Michigan
$43K
RWA
586
Ropes Wealth Advisors
Massachusetts
$43K
AF
587
Advisornet Financial
Minnesota
$35K
FCA
588
FinTrust Capital Advisors
South Carolina
$33K -$12.4K -88 -28%
ClearBridge Investments
589
ClearBridge Investments
New York
$33K
TWA
590
TCI Wealth Advisors
Arizona
$31K
HGWM
591
Harvest Group Wealth Management
Massachusetts
$28K
CJA
592
C-J Advisory
California
$25K
RFA
593
Reilly Financial Advisors
California
$24K
WB
594
Webster Bank
Connecticut
$24K
PA
595
Parallel Advisors
California
$23K
BCA
596
Berman Capital Advisors
Georgia
$23K +$2.68K +19 +13%
PCP
597
Proficio Capital Partners
Massachusetts
$23K +$4.09K +29 +23%
YWP
598
YorkBridge Wealth Partners
New York
$23K +$12.8K +91 +134%
TCOV
599
Trust Company of Vermont
Vermont
$22K +$9.87K +70 +86%
MAM
600
Meeder Asset Management
Ohio
$22K +$20.7K +147 New

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.