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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
EFSCE
726
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$3.48K +19 +158%
WCM
727
Wealthcare Capital Management
Virginia
$5K +$4.95K +27 New
ME
728
McIlrath & Eck
Washington
$4K
BSG
729
Black Swift Group
Colorado
$4K +$4.21K +23 New
PLU
730
Performa Ltd (US)
South Carolina
$4K +$4.58K +25 New
GEA
731
Glen Eagle Advisors
New Jersey
$3.71K +$3.85K +21 New
EWA
732
Evolution Wealth Advisors
Florida
$3K
SCA
733
Stonebridge Capital Advisors
Minnesota
$3K +$3.48K +19 New
RA
734
Resolute Advisors
California
$3K +$9.16K +50 +1,667%
UFF
735
USA Financial Formulas
Michigan
$2K -$710K -3,877 -100%
JWM
736
Janiczek Wealth Management
Colorado
$2K -$10.3K -56 -84%
ACM
737
AUA Capital Management
Pennsylvania
$2K -$733 -4 -29%
Fidelity International
738
Fidelity International
Bermuda
$2K
LWM
739
Liberty Wealth Management
California
$2K
DWP
740
Destiny Wealth Partners
Florida
$2K +$2.56K +14 New
SWM
741
Sugarloaf Wealth Management
Georgia
$1.11K +$1.13M +6,162 +6,162%
SFO
742
Standard Family Office
South Dakota
$1K -$733 -4 -40%
BAM
743
Bellevue Asset Management
Washington
$1K -$183 -1 -11%
AWM
744
Avior Wealth Management
Nebraska
$1K
BWM
745
BerganKDV Wealth Management
Minnesota
$1K
CA
746
Crewe Advisors
Utah
$1K
LFG
747
Larson Financial Group
Missouri
$1K
MLFP
748
MPS Loria Financial Planners
Illinois
$1K
CWP
749
Concord Wealth Partners
Virginia
$1K +$549 +3 New
Loomis, Sayles & Company
750
Loomis, Sayles & Company
Massachusetts
$1K +$1.28K +7 New

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.