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Verisk Analytics

526 hedge funds and large institutions have $14.6B invested in Verisk Analytics in 2017 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 166 increasing their positions, 187 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

153% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 38

14% more capital invested

Capital invested by funds: $12.8B → $14.6B (+$1.79B)

12% more funds holding

Funds holding: 471526 (+55)

1.19% less ownership

Funds ownership: 93.85%92.67% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 187

79% less call options, than puts

Call options by funds: $1.83M | Put options by funds: $8.91M

Holders
526
Holders Change
+55
Holders Change %
+11.68%
% of All Funds
11.93%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.29%
New
96
Increased
166
Reduced
187
Closed
38
Calls
$1.83M
Puts
$8.91M
Net Calls
-$7.08M
Net Calls Change
+$8.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$62.5M +$262K +2,900 +0.4%
Charles Schwab
52
Charles Schwab
California
$61.2M +$2.59M +28,663 +5%
Victory Capital Management
53
Victory Capital Management
Texas
$61M +$54.7M +604,854 +2,005%
Morgan Stanley
54
Morgan Stanley
New York
$58.2M -$287M -3,176,106 -84%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$55M +$1.03M +11,359 +2%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$52.4M +$9.29M +102,637 +23%
JCM
57
Junto Capital Management
New York
$50.5M +$29.7M +327,751 +166%
Citadel Advisors
58
Citadel Advisors
Florida
$49.6M +$34.2M +377,541 +271%
Wells Fargo
59
Wells Fargo
California
$48.8M +$3.57M +39,491 +8%
Allianz Asset Management
60
Allianz Asset Management
Germany
$47.6M +$6.78M +74,949 +18%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$46.9M -$776K -8,572 -2%
Select Equity Group
62
Select Equity Group
New York
$46.9M +$8.63M +95,310 +24%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$45.6M +$42.5M +469,041 +7,627%
DLA
64
Douglas Lane & Associates
New York
$45.6M -$862K -9,528 -2%
TCIM
65
TIAA CREF Investment Management
New York
$43.8M -$1.91M -21,089 -4%
GC
66
Guggenheim Capital
Illinois
$39M -$16.6M -183,524 -31%
Schroder Investment Management Group
67
Schroder Investment Management Group
United Kingdom
$38.6M +$3.94M +43,506 +12%
SMDAM
68
Sumitomo Mitsui DS Asset Management
Japan
$38.1M -$1.66M -18,377 -4%
Brown Advisory
69
Brown Advisory
Maryland
$37.8M +$10.4M +114,710 +41%
KCM
70
Kornitzer Capital Management
Kansas
$36M -$73.3K -810 -0.2%
SIMG
71
Stephens Investment Management Group
Texas
$35.5M +$257K +2,836 +0.8%
UBS Group
72
UBS Group
Switzerland
$35.5M +$27.3M +301,405 +443%
Federated Hermes
73
Federated Hermes
Pennsylvania
$34.8M +$262K +2,900 +0.8%
Fidelity International
74
Fidelity International
Bermuda
$33.5M +$14.3K +158 +0%
AAMU
75
Amundi Asset Management US
Massachusetts
$32.4M +$15.5M +171,026 +102%

VRSK Hedge Fund Activity: Q4 2017 in Review

526 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2017, worth a combined $14.6B — up 14% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VRSK positions and 38 closed out — a net gain of 58 holders — while 166 added to existing stakes and 187 trimmed.

The largest buyer was Two Creeks Capital Management, opening a new position worth an estimated $64.6M. The largest seller was Morgan Stanley, cutting an estimated $287M.

  • 526 institutional investors held Verisk Analytics (VRSK) as of Q4 2017, up from 471 in Q3 2017.
  • Funds reported $14.6B of Verisk Analytics stock for Q4 2017, up 14% quarter-over-quarter.
  • 96 funds opened new Verisk Analytics positions in Q4 2017 and 38 closed out, a net change of +58 holders.
  • The largest Verisk Analytics buyer in Q4 2017 was Two Creeks Capital Management, an estimated $64.6M added.
  • The largest Verisk Analytics seller in Q4 2017 was Morgan Stanley, an estimated $287M sold.

Based on aggregated 13F filings for Q4 2017.