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Verisk Analytics

732 hedge funds and large institutions have $26.9B invested in Verisk Analytics in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 288 increasing their positions, 233 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 51

24% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 233

9% more capital invested

Capital invested by funds: $24.8B → $26.9B (+$2.13B)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

4% more funds holding

Funds holding: 704732 (+28)

0.11% less ownership

Funds ownership: 89.66%89.55% (-0.11%)

23% less call options, than puts

Call options by funds: $23.3M | Put options by funds: $30.3M

Holders
732
Holders Change
+28
Holders Change %
+3.98%
% of All Funds
14.77%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.26%
New
82
Increased
288
Reduced
233
Closed
51
Calls
$23.3M
Puts
$30.3M
Net Calls
-$6.97M
Net Calls Change
-$40.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.22B -$73.2M -399,964 -2%
BlackRock
2
BlackRock
New York
$2.48B +$18.9M +103,342 +0.8%
State Street
3
State Street
Massachusetts
$1.29B +$5.64M +30,793 +0.4%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.28B +$42.8M +233,803 +4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$882M +$8.98M +49,060 +1%
AllianceBernstein
6
AllianceBernstein
Tennessee
$771M +$3.9M +21,320 +0.5%
Franklin Resources
7
Franklin Resources
California
$759M +$7.82M +42,716 +1%
Parnassus Investments
8
Parnassus Investments
California
$742M +$4.78M +26,121 +0.7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$519M +$4.98M +27,222 +1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$517M +$12.4M +67,820 +2%
ACM
11
AKRE Capital Management
Virginia
$454M +$442K +2,413 +0.1%
Principal Financial Group
12
Principal Financial Group
Iowa
$416M -$15.8M -86,160 -4%
HL
13
Harding Loevner
New Jersey
$388M +$7.95M +43,411 +2%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$370M -$231M -1,261,888 -39%
Northern Trust
15
Northern Trust
Illinois
$332M -$26.5M -144,830 -7%
Mawer Investment Management
16
Mawer Investment Management
Alberta, Canada
$312M -$14.3M -77,989 -4%
CS
17
Credit Suisse
Switzerland
$310M +$5.48M +29,917 +2%
Brown Advisory
18
Brown Advisory
Maryland
$293M +$42.7M +233,509 +17%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$289M -$2.49M -13,618 -0.9%
ACM
20
Atlanta Capital Management
Georgia
$277M +$2.61M +14,232 +1%
BAMCO Inc
21
BAMCO Inc
New York
$262M -$12.1M -66,238 -4%
Norges Bank
22
Norges Bank
Norway
$262M -$361K -1,971 -0.1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$259M -$19.4M -106,233 -7%
Bank of America
24
Bank of America
North Carolina
$257M +$13.6M +74,521 +6%
OCBV
25
Ownership Capital B.V.
Netherlands
$253M +$34.5M +188,403 +16%

VRSK Hedge Fund Activity: Q3 2020 in Review

732 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q3 2020, worth a combined $26.9B — up 8.6% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VRSK positions and 51 closed out — a net gain of 31 holders — while 288 added to existing stakes and 233 trimmed.

The largest buyer was Bank Julius Baer & Co, opening a new position worth an estimated $82.3M. The largest seller was Janus Henderson Group, cutting an estimated $231M.

  • 732 institutional investors held Verisk Analytics (VRSK) as of Q3 2020, up from 704 in Q2 2020.
  • Funds reported $26.9B of Verisk Analytics stock for Q3 2020, up 8.6% quarter-over-quarter.
  • 82 funds opened new Verisk Analytics positions in Q3 2020 and 51 closed out, a net change of +31 holders.
  • The largest Verisk Analytics buyer in Q3 2020 was Bank Julius Baer & Co, an estimated $82.3M added.
  • The largest Verisk Analytics seller in Q3 2020 was Janus Henderson Group, an estimated $231M sold.

Based on aggregated 13F filings for Q3 2020.