We are live on ! Find out more
VRSK icon

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
BL
676
Balentine LLC
Georgia
$6K -$53.3K -337 -90%
CFFP
677
Center for Financial Planning
Michigan
$6K -$3.95K -25 -40%
ZB
678
Zions Bancorporation
Utah
$6K
PW
679
Price Wealth
Texas
$6K +$5.21K +33 New
PWP
680
Principle Wealth Partners
Connecticut
$5K +$4.74K +30 New
ME
681
McIlrath & Eck
Washington
$4K -$790 -5 -19%
EWP
682
Engrave Wealth Partners
Texas
$4K -$632 -4 -12%
FMP
683
Financial Management Professionals
Texas
$4K +$4.11K +26 New
EWA
684
Evolution Wealth Advisors
Florida
$3K +$2.84K +18 New
FWM
685
FSA Wealth Management
Massachusetts
$3K +$2.84K +18 New
MPWT
686
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.84K +18 New
MIFH
687
Migdal Insurance & Financial Holdings
Israel
$2K -$3.79K -24 -65%
EW
688
Evoke Wealth
California
$2K -$474 -3 -21%
BAM
689
Bellevue Asset Management
Washington
$2K
SQA
690
Simon Quick Advisors
New Jersey
$2K
SCA
691
Stonebridge Capital Advisors
Minnesota
$2K
JCM
692
Jacobi Capital Management
Pennsylvania
$2K +$1.42K +9 New
SIC
693
Salem Investment Counselors
North Carolina
$2K +$1.42K +9 New
WAMC
694
Western Asset Management Company
California
$2K +$1.74K +11 New
BWM
695
BerganKDV Wealth Management
Minnesota
$1K -$316 -2 -20%
AWM
696
Avior Wealth Management
Nebraska
$1K
EFSCE
697
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
Fidelity International
698
Fidelity International
Bermuda
$1K
LFG
699
Larson Financial Group
Missouri
$1K
VNA
700
Valley National Advisers
Pennsylvania
$1K

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.