Verisk Analytics
VRSK
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.
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: 732 → 781 (+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: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$120M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$77.5M |
| 3 |
OCBV
Ownership Capital B.V.
Amsterdam,
Netherlands
|
+$75M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
+$59.5M |
| 5 |
SFFS
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
+$55.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$158M |
| 2 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$130M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$80.6M |
| 4 |
BlackRock
New York
|
-$51.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$50M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
826
Solstein Capital
Menlo Park,
California
| – | -$61K | -327 | Closed |
|
|
BWM
827
BNC Wealth Management
Beaverton,
Oregon
| – | -$58K | -314 | Closed |
|
|
PFWA
828
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| – | -$58K | -311 | Closed |
|
|
NNP
829
Nachman Norwood & Parrott
Greenville,
South Carolina
| – | -$55K | -295 | Closed |
|
|
FFA
830
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$20K | -103 | Closed |
|
831
Group One Trading
Chicago,
Illinois
| – | -$19K | -100 | Closed |
|
|
H
832
Hexavest
Montreal,
Quebec, Canada
| – | -$16K | -88 | Closed |
|
|
JSC
833
Jackson Square Capital
San Francisco,
California
| – | -$15K | -80 | Closed |
|
|
RA
834
Rational Advisors
Huntington,
New York
| – | -$13K | -70 | Closed |
|
|
AS
835
Altshuler Shaham
Tel Aviv,
Israel
| – | -$7K | -39 | Closed |
|
|
CWM
836
Curi Wealth Management
Raleigh,
North Carolina
| – | +$583 | +3 | New |
|
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.