Verisk Analytics
VRSK
467 hedge funds and large institutions have $12.5B invested in Verisk Analytics in 2016 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 154 increasing their positions, 199 reducing their positions, and 46 closing their positions.
17% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 46
1% more funds holding
Funds holding: 462 → 467 (+5)
1% less capital invested
Capital invested by funds: $12.7B → $12.5B (-$129M)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
23% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 199
37% less call options, than puts
Call options by funds: $7.4M | Put options by funds: $11.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$150M |
| 2 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$80.2M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$41.2M |
| 4 |
JCM
Junto Capital Management
New York
|
+$24.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
-$118M |
| 2 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
-$91.6M |
| 3 |
Neuberger Berman Group
New York
|
-$78.3M |
| 4 |
BAMCO Inc
New York
|
-$62.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$53.4M |
VRSK Hedge Fund Activity: Q1 2016 in Review
467 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q1 2016, worth a combined $12.5B — down 1% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new VRSK positions and 46 closed out — a net gain of 8 holders — while 154 added to existing stakes and 199 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $150M. The largest seller was Herndon Capital Management, cutting an estimated $118M.
- 467 institutional investors held Verisk Analytics (VRSK) as of Q1 2016, up from 462 in Q4 2015.
- Funds reported $12.5B of Verisk Analytics stock for Q1 2016, down 1% quarter-over-quarter.
- 54 funds opened new Verisk Analytics positions in Q1 2016 and 46 closed out, a net change of +8 holders.
- The largest Verisk Analytics buyer in Q1 2016 was Fidelity Investments, an estimated $150M added.
- The largest Verisk Analytics seller in Q1 2016 was Herndon Capital Management, an estimated $118M sold.
Based on aggregated 13F filings for Q1 2016.