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Verisk Analytics

599 hedge funds and large institutions have $16.4B invested in Verisk Analytics in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 225 increasing their positions, 201 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 58

12% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 201

12% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $11.1M

4% more funds holding

Funds holding: 576599 (+23)

1.63% less ownership

Funds ownership: 93.97%92.34% (-1.6%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

12% less capital invested

Capital invested by funds: $18.6B → $16.4B (-$2.21B)

Holders
599
Holders Change
+23
Holders Change %
+3.99%
% of All Funds
13.35%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.33%
New
86
Increased
225
Reduced
201
Closed
58
Calls
$12.4M
Puts
$11.1M
Net Calls
+$1.28M
Net Calls Change
+$3.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.81B +$35.5M +303,715 +2%
BlackRock
2
BlackRock
New York
$1.25B +$32.2M +275,650 +2%
State Street
3
State Street
Massachusetts
$708M +$25.5M +218,489 +3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$698M -$1.31M -11,175 -0.2%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$691M -$5.04M -43,134 -0.7%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$634M +$69.4M +593,559 +11%
Parnassus Investments
7
Parnassus Investments
California
$522M +$4.32M +36,955 +0.8%
Franklin Resources
8
Franklin Resources
California
$404M -$11.1M -95,206 -3%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$392M -$89.6M -766,197 -18%
Principal Financial Group
10
Principal Financial Group
Iowa
$388M -$26.9M -229,906 -6%
HL
11
Harding Loevner
New Jersey
$342M +$24.4M +208,794 +7%
AllianceBernstein
12
AllianceBernstein
Tennessee
$330M +$14.8M +126,471 +4%
Invesco
13
Invesco
Georgia
$285M +$1.56M +13,377 +0.5%
ACM
14
AKRE Capital Management
Virginia
$277M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$249M +$19.7M +168,185 +8%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$214M +$10.9M +92,911 +5%
Northern Trust
17
Northern Trust
Illinois
$204M +$7.6M +65,010 +4%
Mawer Investment Management
18
Mawer Investment Management
Alberta, Canada
$204M -$2.5M -21,411 -1%
WRF
19
Waddell & Reed Financial
Kansas
$178M -$27.3M -233,142 -13%
BAMCO Inc
20
BAMCO Inc
New York
$167M +$9.06M +77,459 +5%
American Century Companies
21
American Century Companies
Missouri
$165M -$31.5M -269,685 -15%
Norges Bank
22
Norges Bank
Norway
$158M +$10.6M +91,030 +7%
FCM
23
Farallon Capital Management
California
$157M +$1.95M +16,641 +1%
DDC
24
DF Dent & Co
Maryland
$157M -$35.9M -307,358 -18%
Bank of America
25
Bank of America
North Carolina
$154M -$11.4M -97,901 -6%

VRSK Hedge Fund Activity: Q4 2018 in Review

599 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2018, worth a combined $16.4B — down 12% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new VRSK positions and 58 closed out — a net gain of 28 holders — while 225 added to existing stakes and 201 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $69.4M. The largest seller was William Blair Investment Management, cutting an estimated $99.1M.

  • 599 institutional investors held Verisk Analytics (VRSK) as of Q4 2018, up from 576 in Q3 2018.
  • Funds reported $16.4B of Verisk Analytics stock for Q4 2018, down 12% quarter-over-quarter.
  • 86 funds opened new Verisk Analytics positions in Q4 2018 and 58 closed out, a net change of +28 holders.
  • The largest Verisk Analytics buyer in Q4 2018 was Janus Henderson Group, an estimated $69.4M added.
  • The largest Verisk Analytics seller in Q4 2018 was William Blair Investment Management, an estimated $99.1M sold.

Based on aggregated 13F filings for Q4 2018.