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Verisk Analytics

428 hedge funds and large institutions have $11.4B invested in Verisk Analytics in 2015 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 182 increasing their positions, 126 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 126

27% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 44

2% more funds holding

Funds holding: 418428 (+10)

3% more capital invested

Capital invested by funds: $11.1B → $11.4B (+$328M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

26% less call options, than puts

Call options by funds: $1.94M | Put options by funds: $2.64M

Holders
428
Holders Change
+10
Holders Change %
+2.39%
% of All Funds
11.95%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.17%
New
56
Increased
182
Reduced
126
Closed
44
Calls
$1.94M
Puts
$2.64M
Net Calls
-$700K
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$753M +$15.6M +209,539 +2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$482M -$20.2M -270,496 -4%
JHIU
3
Janus Henderson Investors US
Colorado
$349M +$13.4M +179,347 +4%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$313M -$3.08M -41,277 -1%
WP
5
Wedgewood Partners
Missouri
$290M -$19.2M -257,237 -6%
BIT
6
BlackRock Institutional Trust
California
$287M +$1.82M +24,352 +0.6%
BAMCO Inc
7
BAMCO Inc
New York
$284M -$6.82M -91,438 -2%
HL
8
Harding Loevner
New Jersey
$282M -$445M -5,974,051 -61%
Parnassus Investments
9
Parnassus Investments
California
$275M +$14.1M +188,492 +5%
Artisan Partners
10
Artisan Partners
Wisconsin
$267M +$75.7M +1,014,797 +39%
Morgan Stanley
11
Morgan Stanley
New York
$256M -$72.3M -969,489 -22%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$249M +$64.6M +865,717 +35%
State Street
13
State Street
Massachusetts
$236M +$7.52M +100,852 +3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$235M -$28.8M -386,505 -11%
AllianceBernstein
15
AllianceBernstein
Tennessee
$230M +$40.5M +543,330 +21%
TCIM
16
TIAA CREF Investment Management
New York
$224M -$1.06M -14,183 -0.5%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$224M +$226M +3,026,663 New
NEAM
18
New England Asset Management
Connecticut
$220M
Principal Financial Group
19
Principal Financial Group
Iowa
$194M +$34.3M +460,333 +21%
WRF
20
Waddell & Reed Financial
Kansas
$166M -$8.36M -112,084 -5%
ACM
21
AKRE Capital Management
Virginia
$158M +$11.5M +153,703 +8%
Wells Fargo
22
Wells Fargo
California
$138M +$99.1M +1,329,483 +247%
HCM
23
Herndon Capital Management
Georgia
$131M -$10.1M -135,022 -7%
Capital Research Global Investors
24
Capital Research Global Investors
California
$127M -$53.2M -713,634 -29%
UBS AM
25
UBS AM
Illinois
$120M +$42.5M +570,571 +54%

VRSK Hedge Fund Activity: Q3 2015 in Review

428 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q3 2015, worth a combined $11.4B — up 2.9% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new VRSK positions and 44 closed out — a net gain of 12 holders — while 182 added to existing stakes and 126 trimmed.

The largest buyer was Wells Fargo, adding an estimated $99.1M. The largest seller was Harding Loevner, cutting an estimated $445M.

  • 428 institutional investors held Verisk Analytics (VRSK) as of Q3 2015, up from 418 in Q2 2015.
  • Funds reported $11.4B of Verisk Analytics stock for Q3 2015, up 2.9% quarter-over-quarter.
  • 56 funds opened new Verisk Analytics positions in Q3 2015 and 44 closed out, a net change of +12 holders.
  • The largest Verisk Analytics buyer in Q3 2015 was Wells Fargo, an estimated $99.1M added.
  • The largest Verisk Analytics seller in Q3 2015 was Harding Loevner, an estimated $445M sold.

Based on aggregated 13F filings for Q3 2015.