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Verisk Analytics
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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$910M +$319M +5,053,164 +56%
Vanguard Group
2
Vanguard Group
Pennsylvania
$511M +$10.2M +161,479 +2%
Artisan Partners
3
Artisan Partners
Wisconsin
$384M -$3.03M -48,047 -0.8%
Morgan Stanley
4
Morgan Stanley
New York
$354M -$18.7M -297,176 -5%
Capital Research Global Investors
5
Capital Research Global Investors
California
$336M – – –
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$320M +$1.04M +16,567 +0.3%
BAMCO Inc
7
BAMCO Inc
New York
$293M +$2.52M +39,934 +0.9%
JHIU
8
Janus Henderson Investors US
Colorado
$281M +$8.58M +136,078 +3%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$273M -$2.2M -34,961 -0.8%
Wells Fargo
10
Wells Fargo
California
$250M +$6.18M +97,924 +3%
BIT
11
BlackRock Institutional Trust
California
$240M -$4.11M -65,115 -2%
TCIM
12
TIAA CREF Investment Management
New York
$216M -$3.08M -48,861 -1%
State Street
13
State Street
Massachusetts
$205M +$28.9M +458,834 +17%
NEAM
14
New England Asset Management
Connecticut
$195M – – –
TG
15
TCW Group
California
$185M +$2.15M +34,076 +1%
Invesco
16
Invesco
Georgia
$175M +$12.8M +202,584 +8%
Renaissance Technologies
17
Renaissance Technologies
New York
$166M -$5.22M -82,700 -3%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$164M -$21.1M -335,303 -12%
WP
19
Wedgewood Partners
Missouri
$155M +$9.02M +143,035 +6%
Alkeon Capital Management
20
Alkeon Capital Management
New York
$140M +$740K +11,740 +0.5%
CWAM
21
Columbia Wanger Asset Management
Illinois
$130M – – –
WPSC
22
W.P. Stewart & Co
New York
$106M -$7.47M -118,445 -7%
BFA
23
BlackRock Fund Advisors
California
$105M -$17.3M -274,497 -15%
Berkshire Hathaway
24
Berkshire Hathaway
Nebraska
$102M – – –
JFL
25
Jarislowsky, Fraser Ltd
Quebec, Canada
$97.9M +$1.43M +22,744 +2%
1
2 3 4 5

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.