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Verisk Analytics

461 hedge funds and large institutions have $12.7B invested in Verisk Analytics in 2015 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 167 increasing their positions, 151 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 58

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

11% more capital invested

Capital invested by funds: $11.4B → $12.7B (+$1.22B)

11% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 151

8% more funds holding

Funds holding: 428461 (+33)

33% less call options, than puts

Call options by funds: $4.6M | Put options by funds: $6.85M

Holders
461
Holders Change
+33
Holders Change %
+7.71%
% of All Funds
12.09%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
95
Increased
167
Reduced
151
Closed
58
Calls
$4.6M
Puts
$6.85M
Net Calls
-$2.25M
Net Calls Change
-$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
51
STRS Ohio
Ohio
$62.2M +$101K +1,330 +0.2%
SAM
52
Sawgrass Asset Management
Florida
$56.3M +$13.8M +181,367 +33%
Deutsche Bank
53
Deutsche Bank
Germany
$56.3M -$13.1M -172,768 -19%
RP
54
Riverbridge Partners
Minnesota
$56.1M -$508K -6,685 -0.9%
Goldman Sachs
55
Goldman Sachs
New York
$55.1M +$34.8M +457,755 +177%
Mackenzie Financial
56
Mackenzie Financial
Ontario, Canada
$52.3M +$4.7M +61,900 +10%
Legal & General Group
57
Legal & General Group
United Kingdom
$47.9M +$1.27M +16,704 +3%
DCLA
58
Douglas C. Lane & Associates
New York
$46.3M -$494K -6,503 -1%
GC
59
Guggenheim Capital
Illinois
$45.6M +$40.1M +527,793 +805%
Janus Henderson Group
60
Janus Henderson Group
United Kingdom
$42.8M -$1.3M -17,068 -3%
SAM
61
Sentinel Asset Management
Vermont
$37.9M
TIP
62
Torray Investment Partners
Maryland
$36.3M -$2.86M -37,695 -7%
GC
63
GW Capital
Washington
$36M -$10.7M -141,044 -23%
Select Equity Group
64
Select Equity Group
New York
$34.7M -$19.8M -261,140 -37%
Sumitomo Mitsui Trust Group
65
Sumitomo Mitsui Trust Group
Japan
$34.3M +$816K +10,739 +2%
BTS
66
BB&T Securities
Virginia
$34.3M -$2.43M -31,997 -7%
Dimensional Fund Advisors
67
Dimensional Fund Advisors
Texas
$34M +$6.02M +79,236 +22%
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.4M -$6.68M -87,966 -17%
WEC
69
White Elm Capital
Connecticut
$32.2M -$9.77M -128,677 -23%
Federated Hermes
70
Federated Hermes
Pennsylvania
$31.8M +$307K +4,048 +1%
Charles Schwab
71
Charles Schwab
California
$31.1M +$15.2M +199,634 +97%
KCM
72
Kornitzer Capital Management
Kansas
$30.6M +$155K +2,045 +0.5%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$30M +$228K +3,000 +0.8%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$29.5M +$380K +5,000 +1%
NFA
75
Nationwide Fund Advisors
Ohio
$27.4M -$5.99M -78,928 -18%

VRSK Hedge Fund Activity: Q4 2015 in Review

461 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2015, worth a combined $12.7B — up 11% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new VRSK positions and 58 closed out — a net gain of 37 holders — while 167 added to existing stakes and 151 trimmed.

The largest buyer was State Street, adding an estimated $216M. The largest seller was DSM Capital Partners, exiting entirely with an estimated $102M sold.

  • 461 institutional investors held Verisk Analytics (VRSK) as of Q4 2015, up from 428 in Q3 2015.
  • Funds reported $12.7B of Verisk Analytics stock for Q4 2015, up 11% quarter-over-quarter.
  • 95 funds opened new Verisk Analytics positions in Q4 2015 and 58 closed out, a net change of +37 holders.
  • The largest Verisk Analytics buyer in Q4 2015 was State Street, an estimated $216M added.
  • The largest Verisk Analytics seller in Q4 2015 was DSM Capital Partners, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2015.