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Verisk Analytics

753 hedge funds and large institutions have $25.8B invested in Verisk Analytics in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 327 increasing their positions, 251 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 251

0.07% less ownership

Funds ownership: 89.99%89.92% (-0.07%)

4% less funds holding

Funds holding: 781753 (-28)

15% less capital invested

Capital invested by funds: $30.5B → $25.8B (-$4.67B)

19% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 95

41% less call options, than puts

Call options by funds: $50.5M | Put options by funds: $85.9M

64% less funds holding in top 10

Funds holding in top 10: 114 (-7)

Holders
753
Holders Change
-28
Holders Change %
-3.59%
% of All Funds
13.22%
Holding in Top 10
4
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-63.64%
% of All Funds
0.07%
New
77
Increased
327
Reduced
251
Closed
95
Calls
$50.5M
Puts
$85.9M
Net Calls
-$35.4M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
626
Perennial Advisors
New York
$111K
IPW
627
IronBridge Private Wealth
Texas
$100K
CTC
628
Central Trust Company
Missouri
$96K -$2.75K -15 -3%
HIA
629
Harbor Investment Advisory
Maryland
$95K
WTC
630
WhitTier Trust Company
Nevada
$95K +$4.21K +23 +4%
AIC
631
Ameritas Investment Company
Nebraska
$89.4K +$92.7K +506 New
Carson Wealth (CWM LLC)
632
Carson Wealth (CWM LLC)
Nebraska
$89K
CI
633
CX Institutional
Indiana
$82K +$11.9K +65 +16%
IAIM
634
International Assets Investment Management
Florida
$80K +$3.68M +20,103 +100%
FHA
635
First Horizon Advisors
Tennessee
$77K -$33.1K -181 -29%
BCA
636
Berman Capital Advisors
Georgia
$77K +$42.1K +230 +109%
KFP
637
KB Financial Partners
New Jersey
$77K +$79.7K +435 New
NR
638
Newfound Research
Massachusetts
$73K -$36.4K -199 -33%
PCM
639
Penserra Capital Management
California
$71K +$11.7K +64 +19%
TCWM
640
Total Clarity Wealth Management
Illinois
$71K +$73.3K +400 New
EP
641
Eudaimonia Partners
Tennessee
$69K -$664K -3,624 -90%
SC
642
Solstein Capital
California
$68K +$70.3K +384 New
CA
643
Clearstead Advisors
Ohio
$67K
HPC
644
HM Payson & Co
Maine
$67K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
645
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$66K -$12.1M -66,102 -99%
FHC
646
First Horizon Corporation
Tennessee
$66K -$8.79K -48 -11%
TFM
647
TFC Financial Management
Massachusetts
$65K
MA
648
Montag & Associates
Georgia
$62K
TF
649
Tompkins Financial
New York
$61K
SAM
650
Sycomore Asset Management
France
$61K +$62.1K +339 New

VRSK Hedge Fund Activity: Q1 2021 in Review

753 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q1 2021, worth a combined $25.8B — down 15% from $30.5B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of VRSK and 77 opened new positions — a net loss of 18 holders — while 251 trimmed existing stakes and 327 added.

The largest buyer was Flossbach Von Storch, adding an estimated $394M. The largest seller was Parnassus Investments, cutting an estimated $529M.

  • 753 institutional investors held Verisk Analytics (VRSK) as of Q1 2021, down from 781 in Q4 2020.
  • Funds reported $25.8B of Verisk Analytics stock for Q1 2021, down 15% quarter-over-quarter.
  • 77 funds opened new Verisk Analytics positions in Q1 2021 and 95 closed out, a net change of -18 holders.
  • The largest Verisk Analytics buyer in Q1 2021 was Flossbach Von Storch, an estimated $394M added.
  • The largest Verisk Analytics seller in Q1 2021 was Parnassus Investments, an estimated $529M sold.

Based on aggregated 13F filings for Q1 2021.