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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
LWA
701
Lenox Wealth Advisors
New York
$13K +$7.33K +40 +118%
FFC
702
First Financial Corp
Indiana
$12K
TFO
703
Tarbox Family Office
California
$12K
LWP
704
Lumature Wealth Partners
Georgia
$12K +$12.3K +67 New
EARNEST Partners
705
EARNEST Partners
Georgia
$11K
TVWM
706
Tower View Wealth Management
Wisconsin
$11K
HCP
707
Hexagon Capital Partners
Arkansas
$10K
NFSG
708
Newbridge Financial Services Group
Florida
$9K -$29.9K -163 -76%
GRP
709
Global Retirement Partners
California
$9K +$2.93K +16 +47%
BMD
710
Better Money Decisions
New Mexico
$9K +$8.97K +49 New
WAP
711
Wealthcare Advisory Partners
Pennsylvania
$9K +$8.97K +49 New
Jones Financial Companies
712
Jones Financial Companies
Missouri
$9K +$9.16K +50 New
KFS
713
Kelly Financial Services
Massachusetts
$8.97K -$2.75K -15 -23%
SWA
714
Sutton Wealth Advisors
Florida
$8.48K
FPS
715
Fieldpoint Private Securities
Connecticut
$8K -$17.2K -94 -67%
VCM
716
Versant Capital Management
Arizona
$8K
SWA
717
SOA Wealth Advisors
New York
$8K +$1.47K +8 +19%
Nisa Investment Advisors
718
Nisa Investment Advisors
Missouri
$7.25K -$1.07M -5,840 -12%
CFFP
719
Center for Financial Planning
Michigan
$7K
RIM
720
Rockbridge Investment Management
New York
$7K +$7.33K +40 New
1832 Asset Management
721
1832 Asset Management
Ontario, Canada
$6K -$3.55M -19,372 -100%
APWA
722
Atlas Private Wealth Advisors
New Jersey
$6K +$2.56K +14 +70%
FMP
723
Financial Management Professionals
Texas
$5K
PMFA
724
Plante Moran Financial Advisors
Michigan
$5K
MPWT
725
MassMutual Private Wealth & Trust
Connecticut
$5K +$2.75K +15 +100%

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.