We are live on ! Find out more
VRSK icon

Verisk Analytics
VRSK

334 hedge funds and large institutions have $9.44B invested in Verisk Analytics in 2013 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 123 increasing their positions, 120 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

10% more capital invested

Capital invested by funds: $8.57B → $9.44B (+$873M)

4% more funds holding

Funds holding: 322 → 334 (+12)

3% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 120

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

73% less call options, than puts

Call options by funds: $32K | Put options by funds: $117K

Holders
334
Holders Change
+12
Holders Change %
+3.73%
% of All Funds
10.83%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
37
Increased
123
Reduced
120
Closed
23
Calls
$32K
Puts
$117K
Net Calls
-$85K
Net Calls Change
-$837K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$319M
2
WRF
Waddell & Reed Financial
Kansas
+$91.6M
3
TCM
TimesSquare Capital Management
New York
+$58.5M
4
DDC
DF Dent & Co
Maryland
+$53.9M
5
State Street
State Street
Massachusetts
+$28.9M

Top Sellers

1
IFP
Independent Franchise Partners
United Kingdom
-$191M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$108M
3
SCM
Sandler Capital Management
New York
-$56.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$27.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$21.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BJ
101
BlackRock Japan
Japan
$11.4M -$50.7K -804 -0.5%
Tudor Investment Corp
102
Tudor Investment Corp
Connecticut
$11.4M +$11M +175,000 New
CCM
103
Criterion Capital Management
California
$11.3M -$4.69M -74,400 -30%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$11.1M -$453K -7,189 -4%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$10.8M +$1M +15,862 +11%
U
106
UBS
Switzerland
$10.5M +$120K +1,901 +1%
CC
107
Curian Capital
Colorado
$10.3M +$322K +5,100 +3%
Dimensional Fund Advisors
108
Dimensional Fund Advisors
Texas
$10.1M +$1.58M +25,047 +19%
DWA
109
Douglass Winthrop Advisors
New York
$9.88M +$190K +3,005 +2%
RhumbLine Advisers
110
RhumbLine Advisers
Massachusetts
$9.51M -$188K -2,975 -2%
Goldman Sachs
111
Goldman Sachs
New York
$9.27M -$2.85M -45,131 -24%
Charles Schwab
112
Charles Schwab
California
$9.19M +$473K +7,502 +6%
Public Employees Retirement Association of Colorado
113
Public Employees Retirement Association of Colorado
Colorado
$9.14M +$5.36K +85 +0.1%
HIC
114
Harvey Investment Company
Kentucky
$9.01M -$55.2K -876 -0.6%
AIMCA
115
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.88M -$1.71M -27,100 -17%
State of Wisconsin Investment Board
116
State of Wisconsin Investment Board
Wisconsin
$8.87M -$544K -8,630 -6%
GA
117
Geneva Advisors
Illinois
$8.78M +$1.95M +30,905 +30%
AllianceBernstein
118
AllianceBernstein
Tennessee
$8.73M -$224K -3,554 -3%
ESCM
119
Echo Street Capital Management
New York
$8.57M +$8.33M +132,000 New
AAMU
120
Amundi Asset Management US
Massachusetts
$8.55M -$128K -2,030 -2%
APG Asset Management
121
APG Asset Management
Netherlands
$8.38M -$778K -12,342 -9%
FPCM
122
Fox Point Capital Management
New York
$8.12M – – –
US Bancorp
123
US Bancorp
Minnesota
$7.96M +$300K +4,763 +4%
First Trust Advisors
124
First Trust Advisors
Illinois
$7.84M +$1.38M +21,862 +22%
Adage Capital Partners
125
Adage Capital Partners
Massachusetts
$7.79M +$7.57M +120,000 New
3 4
5
6 7

VRSK Hedge Fund Activity: Q3 2013 in Review

334 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q3 2013, worth a combined $9.44B — up 10% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VRSK positions and 23 closed out — a net gain of 14 holders — while 123 added to existing stakes and 120 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $319M. The largest seller was Independent Franchise Partners, cutting an estimated $191M.

  • 334 institutional investors held Verisk Analytics (VRSK) as of Q3 2013, up from 322 in Q2 2013.
  • Funds reported $9.44B of Verisk Analytics stock for Q3 2013, up 10% quarter-over-quarter.
  • 37 funds opened new Verisk Analytics positions in Q3 2013 and 23 closed out, a net change of +14 holders.
  • The largest Verisk Analytics buyer in Q3 2013 was Fidelity Investments, an estimated $319M added.
  • The largest Verisk Analytics seller in Q3 2013 was Independent Franchise Partners, an estimated $191M sold.

Based on aggregated 13F filings for Q3 2013.