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Verisk Analytics

704 hedge funds and large institutions have $24.8B invested in Verisk Analytics in 2020 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 272 increasing their positions, 230 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $54.1M | Put options by funds: $20.8M

123% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 48

22% more capital invested

Capital invested by funds: $20.4B → $24.8B (+$4.41B)

18% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 230

9% more funds holding

Funds holding: 647704 (+57)

0.06% more ownership

Funds ownership: 89.61%89.66% (+0.06%)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
704
Holders Change
+57
Holders Change %
+8.81%
% of All Funds
14.44%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.25%
New
107
Increased
272
Reduced
230
Closed
48
Calls
$54.1M
Puts
$20.8M
Net Calls
+$33.3M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
626
ClearBridge Investments
New York
$38K
SFSIG
627
San Francisco Sentry Investment Group
California
$37K -$2.05K -13 -6%
GWS
628
Glassman Wealth Services
Virginia
$37K +$3.95K +25 +13%
PCG
629
Private Capital Group
Connecticut
$36K -$8.38K -53 -20%
CFA
630
Carroll Financial Associates
North Carolina
$34K -$1.11K -7 -3%
BCA
631
Berman Capital Advisors
Georgia
$34K +$632 +4 +2%
LC
632
Lindbrook Capital
California
$34K +$2.53K +16 +9%
AIM
633
AIA Investment Management
Singapore
$32K -$42K -266 -59%
HGWM
634
Harvest Group Wealth Management
Massachusetts
$32K
VFA
635
Valeo Financial Advisors
Indiana
$32K +$2.37K +15 +9%
SL
636
Savior LLC
Massachusetts
$31K
CDIA
637
Capital Directions Investment Advisors
Georgia
$29K
RFA
638
Reilly Financial Advisors
California
$28K
WB
639
Webster Bank
Connecticut
$28K
AA
640
Ancora Advisors
Ohio
$26K
VCM
641
Vigilant Capital Management
Maine
$26K
KWM
642
Keebeck Wealth Management
Illinois
$25K +$23.7K +150 New
PWMG
643
Prestige Wealth Management Group
New Jersey
$23K +$8.06K +51 +61%
RFWA
644
RPg Family Wealth Advisory
Massachusetts
$21.4K
CI
645
CX Institutional
Indiana
$21K +$7.58K +48 +62%
BBA
646
Braun-Bostich & Associates
Pennsylvania
$20K +$5.85K +37 +47%
TCOV
647
Trust Company of Vermont
Vermont
$19K
SLF
648
Sun Life Financial
Ontario, Canada
$17K -$790 -5 -5%
SWM
649
Sugarloaf Wealth Management
Georgia
$17K
WEC
650
Winslow Evans & Crocker
Massachusetts
$17K +$3.16K +20 +25%

VRSK Hedge Fund Activity: Q2 2020 in Review

704 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q2 2020, worth a combined $24.8B — up 22% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new VRSK positions and 48 closed out — a net gain of 59 holders — while 272 added to existing stakes and 230 trimmed.

The largest buyer was DZ Bank, adding an estimated $190M. The largest seller was Citadel Advisors, cutting an estimated $202M.

  • 704 institutional investors held Verisk Analytics (VRSK) as of Q2 2020, up from 647 in Q1 2020.
  • Funds reported $24.8B of Verisk Analytics stock for Q2 2020, up 22% quarter-over-quarter.
  • 107 funds opened new Verisk Analytics positions in Q2 2020 and 48 closed out, a net change of +59 holders.
  • The largest Verisk Analytics buyer in Q2 2020 was DZ Bank, an estimated $190M added.
  • The largest Verisk Analytics seller in Q2 2020 was Citadel Advisors, an estimated $202M sold.

Based on aggregated 13F filings for Q2 2020.