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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
BWM
751
Baystate Wealth Management
Massachusetts
$1K +$1.47K +8 New
MWA
752
Moser Wealth Advisors
Washington
$1K +$1.47K +8 New
BBHC
753
Brown Brothers Harriman & Co
New York
$220 -$87K -475 -28%
FGAM
754
Financial Gravity Asset Management
Texas
$185 -$7.51K -41 -42%
WCM Investment Management
755
WCM Investment Management
California
-$264M -1,272,126 Closed
Artisan Partners
756
Artisan Partners
Wisconsin
-$183M -882,016 Closed
NAMA
757
Nikko Asset Management Americas
New York
-$44M -211,975 Closed
JAM
758
Jupiter Asset Management
United Kingdom
-$15M -72,176 Closed
CM
759
Crestline Management
Texas
-$14.3M -69,000 Closed
FAM
760
Fred Alger Management
New York
-$12.5M -60,283 Closed
NA
761
Navellier & Associates
Nevada
-$12.2M -58,568 Closed
BWC
762
Blue Whale Capital
United Kingdom
-$9.28M -44,685 Closed
SI
763
Scout Investments
Missouri
-$8.02M -38,621 Closed
SLG
764
Stanley-Laman Group
Pennsylvania
-$7.94M -38,264 Closed
SS
765
Simplicity Solutions
Minnesota
-$6.42M -30,907 Closed
MSE
766
MUFG Securities EMEA
United Kingdom
-$5.61M -27,000 Closed
ACM
767
AlphaStar Capital Management
North Carolina
-$4.42M -23,283 Closed
MCM
768
Marsico Capital Management
Colorado
-$4.73M -22,774 Closed
MSA
769
Mason Street Advisors
Wisconsin
-$4.66M -22,429 Closed
FEM
770
Fulcrum Equity Management
Texas
-$2.85M -13,713 Closed
BS
771
Banco Santander
Spain
-$2.79M -13,437 Closed
KOCAA
772
Knights of Columbus Asset Advisors
Connecticut
-$2.72M -13,103 Closed
JAMH
773
Junson Asset Management (HK)
Hong Kong
-$2.28M -11,000 Closed
PI
774
PineBridge Investments
New York
-$1.96M -9,445 Closed
AP
775
AtonRa Partners
Switzerland
-$1.91M -9,220 Closed

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.