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Verisk Analytics
VRSK

749 hedge funds and large institutions have $29.2B invested in Verisk Analytics in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 295 increasing their positions, 257 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $25.1B → $29.2B (+$4.11B)

15% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 257

11% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 64

1.74% more ownership

Funds ownership: 88.7% → 90.44% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0% less funds holding

Funds holding: 751 → 749 (-2)

13% less call options, than puts

Call options by funds: $51.2M | Put options by funds: $59.1M

Holders
749
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
13.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
71
Increased
295
Reduced
257
Closed
64
Calls
$51.2M
Puts
$59.1M
Net Calls
-$7.88M
Net Calls Change
+$1.01M

Top Buyers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
+$205M
2
Goldman Sachs
Goldman Sachs
New York
+$178M
3
Amundi
Amundi
France
+$168M
4
CS
Credit Suisse
Switzerland
+$118M
5
Brown Advisory
Brown Advisory
Maryland
+$97M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$225M
2
Franklin Resources
Franklin Resources
California
-$211M
3
Citigroup
Citigroup
New York
-$98.5M
4
Millennium Management
Millennium Management
New York
-$86.3M
5
Invesco
Invesco
Georgia
-$83.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
726
West Branch Capital
Massachusetts
$5K – – –
JWM
727
Janiczek Wealth Management
Colorado
$5K +$387 +2 +8%
SAI
728
Systematic Alpha Investments
New Jersey
$5K +$4.46K +23 New
BA
729
Bellwether Advisors
Nebraska
$5K +$5.42K +28 New
EWA
730
Evolution Wealth Advisors
Florida
$4K – – –
ME
731
McIlrath & Eck
Washington
$4K – – –
PCTC
732
Perkins Coie Trust Company
Washington
$3K – – –
SWM
733
Selective Wealth Management
Virginia
$3K – – –
HFM
734
Hartford Financial Management
Connecticut
$3K +$3.1K +16 New
Nisa Investment Advisors
735
Nisa Investment Advisors
Missouri
$2.84K +$387K +2,000 +16%
SCA
736
Stonebridge Capital Advisors
Minnesota
$2K -$3.68K -19 -68%
ADL
737
Asset Dedication LLC
California
$2K – – –
ACM
738
AUA Capital Management
Pennsylvania
$2K – – –
BWM
739
Baystate Wealth Management
Massachusetts
$2K – – –
BAM
740
Bellevue Asset Management
Washington
$2K – – –
BWM
741
BerganKDV Wealth Management
Minnesota
$2K – – –
MWA
742
Moser Wealth Advisors
Washington
$2K – – –
TLFA
743
True Link Financial Advisors
California
$2K – – –
GI
744
Gradient Investments
Minnesota
$2K +$1.55K +8 New
ACA
745
Atlas Capital Advisors
Wyoming
$1.2K – – –
CWC
746
Carolinas Wealth Consulting
North Carolina
$1K -$14.3K -74 -94%
CA
747
Crewe Advisors
Utah
$1K – – –
LAS
748
Lloyd Advisory Services
Georgia
$1K – – –
AWM
749
Avior Wealth Management
Nebraska
$1K +$194 +1 +14%
GAM
750
Gemmer Asset Management
California
$1K +$581 +3 New
28 29
30
31 32

VRSK Hedge Fund Activity: Q3 2021 in Review

749 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q3 2021, worth a combined $29.2B — up 16% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VRSK positions and 64 closed out — a net gain of 7 holders — while 295 added to existing stakes and 257 trimmed.

The largest buyer was Barclays, adding an estimated $205M. The largest seller was T. Rowe Price Associates, cutting an estimated $225M.

  • 749 institutional investors held Verisk Analytics (VRSK) as of Q3 2021, down from 751 in Q2 2021.
  • Funds reported $29.2B of Verisk Analytics stock for Q3 2021, up 16% quarter-over-quarter.
  • 71 funds opened new Verisk Analytics positions in Q3 2021 and 64 closed out, a net change of +7 holders.
  • The largest Verisk Analytics buyer in Q3 2021 was Barclays, an estimated $205M added.
  • The largest Verisk Analytics seller in Q3 2021 was T. Rowe Price Associates, an estimated $225M sold.

Based on aggregated 13F filings for Q3 2021.