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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
VCM
626
Vigilant Capital Management
Maine
$24K +$23.4K +151 New
SLF
627
Sun Life Financial
Ontario, Canada
$21K +$310 +2 +2%
PCIA
628
Prime Capital Investment Advisors
Kansas
$20K +$19.2K +124 New
CIAS
629
Capital Investment Advisory Services
North Carolina
$15K
TSW
630
Thompson Siegel & Walmsley
Virginia
$15K
TL
631
TrueWealth LLC
Georgia
$15K
GWM
632
Geneos Wealth Management
Colorado
$15K +$776 +5 +5%
H
633
Hexavest
Quebec, Canada
$14K
WEC
634
Winslow Evans & Crocker
Massachusetts
$14K
CI
635
CX Institutional
Indiana
$14K +$465 +3 +4%
RE
636
RBC Europe
United Kingdom
$13.4K +$13.2K +85 New
FPS
637
Fieldpoint Private Securities
Connecticut
$13K -$5.28K -34 -30%
FMII
638
Farmers & Merchants Investments Inc
Nebraska
$12K
Parallax Volatility Advisers
639
Parallax Volatility Advisers
California
$11K -$6.21K -40 -36%
VCM
640
Versant Capital Management
Arizona
$11K -$310 -2 -3%
SIM
641
Sonora Investment Management
Arizona
$11K
AF
642
Allworth Financial
California
$11K +$10.4K +67 New
FFC
643
First Financial Corp
Indiana
$11K +$10.6K +68 New
EARNEST Partners
644
EARNEST Partners
Georgia
$10K
SPIA
645
Steward Partners Investment Advisory
New York
$9K -$1.24K -8 -11%
BAMG
646
Brand Asset Management Group
Missouri
$9K
ZB
647
Zions Bancorporation
Utah
$9K
TFO
648
Tarbox Family Office
California
$8K
WAP
649
Wealthcare Advisory Partners
Pennsylvania
$8K
CBT
650
Capital Bank & Trust
California
$8K +$7.91K +51 New

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.