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Verisk Analytics
VRSK

Overview Fund Activity

675 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, 232 increasing their positions, 255 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+20
Holders Change %
+3.05%
% of All Funds
14.83%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.4%
New
75
Increased
232
Reduced
255
Closed
53
Calls
$29M
Puts
$47.9M
Net Calls
-$18.9M
Net Calls Change
-$18.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$206M
2
CS
Credit Suisse
Switzerland
+$147M
3
BlackRock
BlackRock
New York
+$79.8M
4
Franklin Resources
Franklin Resources
California
+$71M
5
Morgan Stanley
Morgan Stanley
New York
+$46.9M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$172M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$114M
3
HL
Harding Loevner
New Jersey
-$80.7M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$63.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$60M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
651
Evoke Wealth
California
$7.12K +$7.12K +45 New
RIA
652
Realta Investment Advisors
Delaware
$7K – – –
SWA
653
Sutton Wealth Advisors
Florida
$6.33K – – –
HIM
654
Hillsdale Investment Management
Ontario, Canada
$6K +$1.71K +10 +40%
GWAG
655
Garrett Wealth Advisory Group
Texas
$3.95K +$3.95K +25 New
EWA
656
Evolution Wealth Advisors
Florida
$3K – – –
Fidelity International
657
Fidelity International
Bermuda
$3K +$353 +2 +13%
TCA
658
Tortoise Capital Advisors
Kansas
$2K – – –
FANJ
659
Financial Architects (New Jersey)
New Jersey
$2K – – –
BL
660
Balentine LLC
Georgia
$2K – – –
PCTC
661
Perkins Coie Trust Company
Washington
$2K – – –
BWM
662
BerganKDV Wealth Management
Minnesota
$2K – – –
SCA
663
Stonebridge Capital Advisors
Minnesota
$2K – – –
NSIM
664
North Star Investment Management
Illinois
$2K +$2K +11 New
HI
665
Hudock Inc
Pennsylvania
$2K +$2K +13 New
PMFA
666
Plante Moran Financial Advisors
Michigan
$2K +$2K +13 New
PWMG
667
Prestige Wealth Management Group
New Jersey
$2K +$2K +15 New
AA
668
Advisory Alpha
Michigan
$1.73K +$1.73K +11 New
PWP
669
Personal Wealth Partners
Minnesota
$1K +$1K +8 New
GEA
670
Glen Eagle Advisors
New Jersey
$316 -$2.37K -15 -88%
GT
671
Glenmede Trust
Pennsylvania
$205 +$28 +175 +16%
Renaissance Technologies
672
Renaissance Technologies
New York
– -$37.5M -255,800 Closed
Arrowstreet Capital
673
Arrowstreet Capital
Massachusetts
– -$23.7M -161,815 Closed
USAA
674
United Services Automobile Association
Texas
– -$14.1M -95,997 Closed
HP
675
Hosking Partners
United Kingdom
– -$10.2M -69,714 Closed
25 26
27
28 29