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Verisk Analytics

676 hedge funds and large institutions have $23.6B invested in Verisk Analytics in 2019 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 233 increasing their positions, 255 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

7% more capital invested

Capital invested by funds: $22.1B → $23.6B (+$1.49B)

3% more funds holding

Funds holding: 656676 (+20)

9% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 255

1.05% less ownership

Funds ownership: 92.34%91.29% (-1%)

39% less call options, than puts

Call options by funds: $29M | Put options by funds: $47.9M

Holders
676
Holders Change
+20
Holders Change %
+3.05%
% of All Funds
14.82%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.39%
New
75
Increased
233
Reduced
255
Closed
53
Calls
$29M
Puts
$47.9M
Net Calls
-$18.9M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
576
IFP Advisors
Florida
$117K +$122K +787 New
CAPTRUST Financial Advisors
577
CAPTRUST Financial Advisors
North Carolina
$113K -$1.09K -7 -1%
HAG
578
HighPoint Advisor Group
Illinois
$113K +$9.46K +61 +8%
MLM
579
Mount Lucas Management
Pennsylvania
$111K -$3.22M -20,782 -97%
IFAM
580
Institutional & Family Asset Management
Colorado
$111K
AL
581
AJO LP
Pennsylvania
$106K +$104K +672 New
VFA
582
Valeo Financial Advisors
Indiana
$104K
BCI
583
Brinker Capital Investments
Pennsylvania
$103K -$107K -688 -51%
PAM
584
Paradigm Asset Management
New York
$103K
LWM
585
Lenox Wealth Management
Ohio
$102K -$310 -2 -0.3%
AIM
586
Acropolis Investment Management
Missouri
$101K +$99.4K +641 New
HPC
587
HM Payson & Co
Maine
$97K
Carson Wealth (CWM LLC)
588
Carson Wealth (CWM LLC)
Nebraska
$89K
S
589
SignatureFD
Georgia
$89K +$35.2K +227 +67%
SFSIG
590
San Francisco Sentry Investment Group
California
$85K
FHA
591
First Horizon Advisors
Tennessee
$82K
BFEC
592
Benjamin F. Edwards & Company
Missouri
$82K +$931 +6 +1%
AAM
593
Ardevora Asset Management
United Kingdom
$79K -$44.3M -285,300 -100%
TF
594
Tompkins Financial
New York
$76K
GLI
595
Guardian Life Insurance
New York
$75K
FPFS
596
First Personal Financial Services
North Carolina
$73K
TC
597
Truvestments Capital
Florida
$72K
AIM
598
AIA Investment Management
Singapore
$71K +$70.1K +452 New
ST
599
Smithfield Trust
Pennsylvania
$70K
CFA
600
Carroll Financial Associates
North Carolina
$68K -$621 -4 -0.9%

VRSK Hedge Fund Activity: Q3 2019 in Review

676 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q3 2019, worth a combined $23.6B — up 6.7% from $22.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VRSK positions and 53 closed out — a net gain of 22 holders — while 233 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $202M. The largest seller was Deutsche Bank, cutting an estimated $168M.

  • 676 institutional investors held Verisk Analytics (VRSK) as of Q3 2019, up from 656 in Q2 2019.
  • Funds reported $23.6B of Verisk Analytics stock for Q3 2019, up 6.7% quarter-over-quarter.
  • 75 funds opened new Verisk Analytics positions in Q3 2019 and 53 closed out, a net change of +22 holders.
  • The largest Verisk Analytics buyer in Q3 2019 was Fidelity Investments, an estimated $202M added.
  • The largest Verisk Analytics seller in Q3 2019 was Deutsche Bank, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2019.