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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
CAM
701
Cresset Asset Management
Illinois
-$202K -1,376 Closed
SMFS
702
Squar Milner Financial Services
California
-$199K -1,360 Closed
NIT
703
NumerixS Investment Technologies
British Columbia, Canada
-$190K -1,300 Closed
Simplex Trading
704
Simplex Trading
Illinois
-$154K -994 Closed
CL
705
CSS LLC
Illinois
-$132K -900 Closed
TNBTD
706
Trustmark National Bank Trust Department
Mississippi
-$76K -522 Closed
MWM
707
Meridian Wealth Management
Kentucky
-$696 -475 Closed
IWA
708
IBEX Wealth Advisors
New Jersey
-$57K -394 Closed
CBOA
709
Commonwealth Bank of Australia
Australia
-$47K -337 Closed
Point72 Asset Management
710
Point72 Asset Management
Connecticut
-$44K -300 Closed
EWM
711
Executive Wealth Management
Michigan
-$43K -293 Closed
YWP
712
YorkBridge Wealth Partners
New York
-$23K -159 Closed
PCP
713
Proficio Capital Partners
Massachusetts
-$23K -154 Closed
CAW
714
Cornerstone Advisors (Washington)
Washington
-$19K -129 Closed
ESB
715
Essex Savings Bank
Connecticut
-$17K -111 Closed
BBA
716
Braun-Bostich & Associates
Pennsylvania
-$12K -79 Closed
CB
717
CNB Bank
Pennsylvania
-$4K -28 Closed
TA
718
TCG Advisors
Texas
-$4K -28 Closed
RCG
719
Ruggie Capital Group
Florida
-$3K -21 Closed
M
720
MOTCO
Texas
-$3K -19 Closed
CFA
721
Camarda Financial Advisors
Florida
-$2K -14 Closed
FBT
722
First Bank & Trust
South Dakota
-$2K -11 Closed
W
723
WealthStone
Ohio
-$585 -4 Closed
PFGIA
724
Patriot Financial Group Insurance Agency
Massachusetts
+$310 +2 New

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.