We are live on ! Find out more
VRSK icon

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
KFS
626
Kelly Financial Services
Massachusetts
$7.35K
RIA
627
Realta Investment Advisors
Delaware
$7K
WAP
628
Wealthcare Advisory Partners
Pennsylvania
$7K
TFO
629
Tarbox Family Office
California
$7K +$3.24K +23 +85%
TRCT
630
Tower Research Capital (TRC)
New York
$6K -$520K -3,685 -99%
SWA
631
Sutton Wealth Advisors
Florida
$5.86K +$705 +5 +14%
CB
632
CNB Bank
Pennsylvania
$4K -$2.4K -17 -38%
HIM
633
Hillsdale Investment Management
Ontario, Canada
$4K
TA
634
TCG Advisors
Texas
$4K
EWA
635
Evolution Wealth Advisors
Florida
$3K +$2.54K +18 New
M
636
MOTCO
Texas
$3K +$2.68K +19 New
RCG
637
Ruggie Capital Group
Florida
$3K +$2.96K +21 New
GEA
638
Glen Eagle Advisors
New Jersey
$2.49K
FANJ
639
Financial Architects (New Jersey)
New Jersey
$2K -$119K -843 -98%
Fidelity International
640
Fidelity International
Bermuda
$2K -$141 -1 -6%
CFA
641
Camarda Financial Advisors
Florida
$2K
FBT
642
First Bank & Trust
South Dakota
$2K +$1.55K +11 New
PCTC
643
Perkins Coie Trust Company
Washington
$2K +$1.83K +13 New
BL
644
Balentine LLC
Georgia
$2K +$2.12K +15 New
BWM
645
BerganKDV Wealth Management
Minnesota
$1K
TCA
646
Tortoise Capital Advisors
Kansas
$1K
AWM
647
Avior Wealth Management
Nebraska
$1K +$846 +6 New
AS
648
Altshuler Shaham
Israel
$1K +$1.27K +9 New
SCA
649
Stonebridge Capital Advisors
Minnesota
$1K +$1.41K +10 New
MWM
650
Meridian Wealth Management
Kentucky
$696 +$67K +475 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.