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Verisk Analytics
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388 hedge funds and large institutions have $10.7B invested in Verisk Analytics in 2015 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 151 increasing their positions, 122 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

24% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 122

10% more capital invested

Capital invested by funds: $9.74B → $10.7B (+$968M)

9% more funds holding

Funds holding: 355 → 388 (+33)

15% less call options, than puts

Call options by funds: $1.92M | Put options by funds: $2.26M

Holders
388
Holders Change
+33
Holders Change %
+9.3%
% of All Funds
10.34%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
55
Increased
151
Reduced
122
Closed
18
Calls
$1.92M
Puts
$2.26M
Net Calls
-$343K
Net Calls Change
-$1.45M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$95.8M
2
Artisan Partners
Artisan Partners
Wisconsin
+$82.5M
3
Capital World Investors
Capital World Investors
California
+$60.8M
4
HCM
Herndon Capital Management
Georgia
+$55.7M
5
OCAM
Onex Canada Asset Management
Ontario, Canada
+$42.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$339M
2
Morgan Stanley
Morgan Stanley
New York
-$174M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$38.5M
4
CIP
Champlain Investment Partners
Vermont
-$33.8M
5
CWAM
Columbia Wanger Asset Management
Illinois
-$31.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$667M +$1.11M +16,434 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$653M +$17.1M +253,963 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$456M -$339M -5,015,689 -44%
Capital Research Global Investors
4
Capital Research Global Investors
California
$350M – – –
BTS
5
BB&T Securities
Virginia
$345M -$82.1K -1,216 -0.3%
Morgan Stanley
6
Morgan Stanley
New York
$336M -$174M -2,576,849 -35%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$322M -$38.5M -570,358 -11%
JHIU
8
Janus Henderson Investors US
Colorado
$315M +$8.83M +130,787 +3%
WP
9
Wedgewood Partners
Missouri
$300M +$5.88M +87,154 +2%
BIT
10
BlackRock Institutional Trust
California
$291M +$17.4M +257,416 +7%
BAMCO Inc
11
BAMCO Inc
New York
$290M -$2.68M -39,730 -1%
Parnassus Investments
12
Parnassus Investments
California
$270M +$10.9M +160,883 +4%
William Blair & Company
13
William Blair & Company
Illinois
$228M +$12.5M +185,538 +6%
State Street
14
State Street
Massachusetts
$219M -$2.6M -38,574 -1%
NEAM
15
New England Asset Management
Connecticut
$213M – – –
TCIM
16
TIAA CREF Investment Management
New York
$197M -$8.38M -124,071 -4%
AllianceBernstein
17
AllianceBernstein
Tennessee
$172M -$4.21M -62,387 -3%
Artisan Partners
18
Artisan Partners
Wisconsin
$168M +$82.5M +1,222,285 +108%
WRF
19
Waddell & Reed Financial
Kansas
$161M +$190K +2,816 +0.1%
HCM
20
Herndon Capital Management
Georgia
$151M +$55.7M +824,438 +64%
Principal Financial Group
21
Principal Financial Group
Iowa
$143M +$6.79M +100,515 +5%
HL
22
Harding Loevner
New Jersey
$142M +$726K +10,747 +0.5%
BFA
23
BlackRock Fund Advisors
California
$137M +$12.8M +189,861 +11%
TCM
24
TimesSquare Capital Management
New York
$118M +$2.13M +31,500 +2%
Berkshire Hathaway
25
Berkshire Hathaway
Nebraska
$112M – – –
1
2 3 4 5

VRSK Hedge Fund Activity: Q1 2015 in Review

388 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q1 2015, worth a combined $10.7B — up 9.9% from $9.74B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VRSK positions and 18 closed out — a net gain of 37 holders — while 151 added to existing stakes and 122 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $95.8M. The largest seller was Fidelity Investments, cutting an estimated $339M.

  • 388 institutional investors held Verisk Analytics (VRSK) as of Q1 2015, up from 355 in Q4 2014.
  • Funds reported $10.7B of Verisk Analytics stock for Q1 2015, up 9.9% quarter-over-quarter.
  • 55 funds opened new Verisk Analytics positions in Q1 2015 and 18 closed out, a net change of +37 holders.
  • The largest Verisk Analytics buyer in Q1 2015 was Victory Capital Management, an estimated $95.8M added.
  • The largest Verisk Analytics seller in Q1 2015 was Fidelity Investments, an estimated $339M sold.

Based on aggregated 13F filings for Q1 2015.