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Verisk Analytics
VRSK

Overview Fund Activity

675 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, 232 increasing their positions, 255 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+20
Holders Change %
+3.05%
% of All Funds
14.83%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.4%
New
75
Increased
232
Reduced
255
Closed
53
Calls
$29M
Puts
$47.9M
Net Calls
-$18.9M
Net Calls Change
-$18.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$206M
2
CS
Credit Suisse
Switzerland
+$147M
3
BlackRock
BlackRock
New York
+$79.8M
4
Franklin Resources
Franklin Resources
California
+$71M
5
Morgan Stanley
Morgan Stanley
New York
+$46.9M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$172M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$114M
3
HL
Harding Loevner
New Jersey
-$80.7M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$63.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$60M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
576
CAPTRUST Financial Advisors
North Carolina
$113K -$1.11K -7 -1%
HAG
577
HighPoint Advisor Group
Illinois
$113K +$8.34K +61 +8%
MLM
578
Mount Lucas Management
Pennsylvania
$111K -$3.3M -20,782 -97%
IFAM
579
Institutional & Family Asset Management
Colorado
$111K – – –
AL
580
AJO LP
Pennsylvania
$106K +$106K +672 New
VFA
581
Valeo Financial Advisors
Indiana
$104K – – –
BCI
582
Brinker Capital Investments
Pennsylvania
$103K -$109K -688 -51%
PAM
583
Paradigm Asset Management
New York
$103K – – –
LWM
584
Lenox Wealth Management
Ohio
$102K -$316 -2 -0.3%
AIM
585
Acropolis Investment Management
Missouri
$101K +$101K +641 New
HPC
586
HM Payson & Co
Maine
$97K – – –
Carson Wealth (CWM LLC)
587
Carson Wealth (CWM LLC)
Nebraska
$89K – – –
S
588
SignatureFD
Georgia
$89K +$35.8K +227 +67%
SFSIG
589
San Francisco Sentry Investment Group
California
$85K – – –
FHA
590
First Horizon Advisors
Tennessee
$82K – – –
BFEC
591
Benjamin F. Edwards & Company
Missouri
$82K +$950 +6 +1%
AAM
592
Ardevora Asset Management
United Kingdom
$79K -$45.1M -285,300 -100%
TF
593
Tompkins Financial
New York
$76K – – –
GLI
594
Guardian Life Insurance
New York
$75K – – –
FPFS
595
First Personal Financial Services
North Carolina
$73K – – –
TC
596
Truvestments Capital
Florida
$72K – – –
AIM
597
AIA Investment Management
Singapore
$71K +$71K +452 New
ST
598
Smithfield Trust
Pennsylvania
$70K – – –
CFA
599
Carroll Financial Associates
North Carolina
$68K -$624 -4 -0.9%
WTC
600
WhitTier Trust Company
Nevada
$64K – – –
22 23
24
25 26