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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
WTC
601
WhitTier Trust Company
Nevada
$64K
CIA
602
CSat Investment Advisory
Michigan
$64K +$6.21K +40 +11%
FCA
603
FinTrust Capital Advisors
South Carolina
$62K +$25.8K +166 +74%
Loomis, Sayles & Company
604
Loomis, Sayles & Company
Massachusetts
$62K +$61.3K +395 New
PA
605
Parallel Advisors
California
$61K +$35.5K +229 +144%
GWS
606
Glassman Wealth Services
Virginia
$48K
AF
607
Advisornet Financial
Minnesota
$43K +$4.65K +30 +13%
ClearBridge Investments
608
ClearBridge Investments
New York
$43K +$6.98K +45 +20%
PCG
609
Private Capital Group
Connecticut
$42K +$11.8K +76 +40%
RWA
610
Ropes Wealth Advisors
Massachusetts
$41K -$5.28K -34 -12%
LC
611
Lindbrook Capital
California
$40K -$32K -206 -45%
CFG
612
Citizens Financial Group
Rhode Island
$37K +$18K +116 +99%
PCM
613
Prelude Capital Management
New York
$36K +$24.7K +159 +237%
TWA
614
TCI Wealth Advisors
Arizona
$34K
MAM
615
Meeder Asset Management
Ohio
$31K +$7.91K +51 +35%
HGWM
616
Harvest Group Wealth Management
Massachusetts
$30K
AS
617
Altshuler Shaham
Israel
$28K +$26.4K +170 +1,889%
SBL
618
Sargent Bickham Lagudis
Colorado
$27K -$436K -2,812 -94%
CJA
619
C-J Advisory
California
$27K
CDIA
620
Capital Directions Investment Advisors
Georgia
$27K +$26.4K +170 New
RFA
621
Reilly Financial Advisors
California
$26K
WB
622
Webster Bank
Connecticut
$26K
BCA
623
Berman Capital Advisors
Georgia
$25K
FHA
624
Flagship Harbor Advisors
Massachusetts
$25K +$8.22K +53 +50%
TCOV
625
Trust Company of Vermont
Vermont
$24K

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.