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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
KFS
651
Kelly Financial Services
Massachusetts
$7.95K
EW
652
Evoke Wealth
California
$7.12K +$6.98K +45 New
RIA
653
Realta Investment Advisors
Delaware
$7K
SWA
654
Sutton Wealth Advisors
Florida
$6.33K
HIM
655
Hillsdale Investment Management
Ontario, Canada
$6K +$1.55K +10 +40%
GWAG
656
Garrett Wealth Advisory Group
Texas
$3.95K +$3.88K +25 New
EWA
657
Evolution Wealth Advisors
Florida
$3K
Fidelity International
658
Fidelity International
Bermuda
$3K +$310 +2 +13%
BL
659
Balentine LLC
Georgia
$2K
BWM
660
BerganKDV Wealth Management
Minnesota
$2K
FANJ
661
Financial Architects (New Jersey)
New Jersey
$2K
PCTC
662
Perkins Coie Trust Company
Washington
$2K
SCA
663
Stonebridge Capital Advisors
Minnesota
$2K
TCA
664
Tortoise Capital Advisors
Kansas
$2K
NSIM
665
North Star Investment Management
Illinois
$2K +$1.71K +11 New
HI
666
Hudock Inc
Pennsylvania
$2K +$2.02K +13 New
PMFA
667
Plante Moran Financial Advisors
Michigan
$2K +$2.02K +13 New
PWMG
668
Prestige Wealth Management Group
New Jersey
$2K +$2.33K +15 New
AA
669
Advisory Alpha
Michigan
$1.73K +$1.71K +11 New
PWP
670
Personal Wealth Partners
Minnesota
$1K +$1.24K +8 New
GEA
671
Glen Eagle Advisors
New Jersey
$316 -$2.33K -15 -88%
GT
672
Glenmede Trust
Pennsylvania
$205 +$27.1K +175 +16%
Renaissance Technologies
673
Renaissance Technologies
New York
-$37.5M -255,800 Closed
Arrowstreet Capital
674
Arrowstreet Capital
Massachusetts
-$23.7M -161,815 Closed
USAA
675
United Services Automobile Association
Texas
-$14.1M -95,997 Closed

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.