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Verisk Analytics

464 hedge funds and large institutions have $12.6B invested in Verisk Analytics in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 165 increasing their positions, 188 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

13% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $12.1M

1% more capital invested

Capital invested by funds: $12.4B → $12.6B (+$131M)

0% less funds holding

Funds holding: 465464 (-1)

12% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 188

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
464
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
12.38%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
36
Increased
165
Reduced
188
Closed
27
Calls
$13.6M
Puts
$12.1M
Net Calls
+$1.52M
Net Calls Change
+$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B +$19.5M +248,713 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$652M +$4M +50,948 +0.6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$560M +$2.62M +33,424 +0.5%
JHIU
4
Janus Henderson Investors US
Colorado
$503M +$31.6M +402,985 +7%
State Street
5
State Street
Massachusetts
$473M -$15.2M -193,970 -3%
Parnassus Investments
6
Parnassus Investments
California
$361M +$4.79M +61,061 +1%
BIT
7
BlackRock Institutional Trust
California
$319M -$9.42M -120,110 -3%
Principal Financial Group
8
Principal Financial Group
Iowa
$285M +$6.51M +82,973 +2%
HL
9
Harding Loevner
New Jersey
$263M -$1.94M -24,788 -0.8%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$253M -$356K -4,539 -0.1%
NEAM
11
New England Asset Management
Connecticut
$242M
WP
12
Wedgewood Partners
Missouri
$233M -$43.8M -558,231 -16%
AllianceBernstein
13
AllianceBernstein
Tennessee
$219M -$3.96M -50,462 -2%
BAMCO Inc
14
BAMCO Inc
New York
$218M -$12.3M -157,148 -6%
ACM
15
AKRE Capital Management
Virginia
$210M -$113K -1,446 -0.1%
BFA
16
BlackRock Fund Advisors
California
$207M +$8.87M +113,069 +5%
UBS AM
17
UBS AM
Illinois
$194M -$12M -152,893 -6%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$191M -$38.4M -489,956 -17%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$188M +$34.6M +440,817 +23%
Artisan Partners
20
Artisan Partners
Wisconsin
$183M -$7.31M -93,183 -4%
TCIM
21
TIAA CREF Investment Management
New York
$175M -$53.3M -679,895 -24%
Franklin Resources
22
Franklin Resources
California
$158M -$9.11M -116,150 -6%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$155M +$1.48M +18,851 +1%
Northern Trust
24
Northern Trust
Illinois
$149M -$7.25M -92,359 -5%
Morgan Stanley
25
Morgan Stanley
New York
$145M -$51.6M -658,079 -27%