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Verisk Analytics

781 hedge funds and large institutions have $30.5B invested in Verisk Analytics in 2020 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 319 increasing their positions, 251 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 54

27% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 251

13% more capital invested

Capital invested by funds: $26.9B → $30.5B (+$3.57B)

7% more funds holding

Funds holding: 732781 (+49)

0.44% more ownership

Funds ownership: 89.55%89.99% (+0.44%)

5% less call options, than puts

Call options by funds: $42M | Put options by funds: $44.2M

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
781
Holders Change
+49
Holders Change %
+6.69%
% of All Funds
13.82%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
110
Increased
319
Reduced
251
Closed
54
Calls
$42M
Puts
$44.2M
Net Calls
-$2.13M
Net Calls Change
+$4.84M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$137M +$6.68M +34,381 +5%
Fayez Sarofim & Co
52
Fayez Sarofim & Co
Texas
$128M -$400K -2,060 -0.3%
Fundsmith LLP
53
Fundsmith LLP
United Kingdom
$126M +$141K +725 +0.1%
Nordea Investment Management
54
Nordea Investment Management
Sweden
$117M -$16.2M -83,453 -13%
Bessemer Group
55
Bessemer Group
New Jersey
$117M +$890K +4,576 +0.8%
Public Employees Retirement Association of Colorado
56
Public Employees Retirement Association of Colorado
Colorado
$114M -$4.69M -24,128 -4%
JWBC
57
John W. Bristol & Co
New York
$112M -$293K -1,506 -0.3%
Bank Julius Baer & Co
58
Bank Julius Baer & Co
Switzerland
$109M +$14.9M +76,542 +17%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$108M +$12.5M +64,440 +14%
WRF
60
Waddell & Reed Financial
Kansas
$107M -$193K -992 -0.2%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$104M +$32.4M +166,673 +50%
AAMU
62
Amundi Asset Management US
Massachusetts
$103M +$27M +139,084 +39%
Wells Fargo
63
Wells Fargo
California
$103M +$5.98M +30,784 +7%
PPA
64
Parametric Portfolio Associates
Washington
$100M +$1.01M +5,194 +1%
Flossbach Von Storch
65
Flossbach Von Storch
Germany
$97.2M +$6.4M +32,900 +8%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$93.8M -$1.02M -5,270 -1%
Axa
67
Axa
France
$87.6M -$9.2M -47,306 -10%
Truist Financial
68
Truist Financial
North Carolina
$87.1M -$12.6M -64,725 -13%
EAM
69
Eventide Asset Management
Massachusetts
$87M +$16.7M +85,900 +26%
JP Morgan Chase
70
JP Morgan Chase
New York
$84M -$2.13M -10,967 -3%
TCM
71
TimesSquare Capital Management
New York
$83.1M +$10.5M +54,200 +16%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$76.4M +$29.8M +153,196 +66%
Schroder Investment Management Group
73
Schroder Investment Management Group
United Kingdom
$72.1M -$8.86M -45,567 -12%
SIMG
74
Stephens Investment Management Group
Texas
$72.1M -$740K -3,807 -1%
EVM
75
Eaton Vance Management
Massachusetts
$69.4M +$1.12M +5,782 +2%

VRSK Hedge Fund Activity: Q4 2020 in Review

781 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2020, worth a combined $30.5B — up 13% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new VRSK positions and 54 closed out — a net gain of 56 holders — while 319 added to existing stakes and 251 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $120M. The largest seller was DZ Bank, cutting an estimated $158M.

  • 781 institutional investors held Verisk Analytics (VRSK) as of Q4 2020, up from 732 in Q3 2020.
  • Funds reported $30.5B of Verisk Analytics stock for Q4 2020, up 13% quarter-over-quarter.
  • 110 funds opened new Verisk Analytics positions in Q4 2020 and 54 closed out, a net change of +56 holders.
  • The largest Verisk Analytics buyer in Q4 2020 was Morgan Stanley, an estimated $120M added.
  • The largest Verisk Analytics seller in Q4 2020 was DZ Bank, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2020.