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AMERISAFE

158 hedge funds and large institutions have $1.2B invested in AMERISAFE in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $1.09B → $1.2B (+$108M)

0.43% less ownership

Funds ownership: 98.5%98.07% (-0.43%)

7% less funds holding

Funds holding: 169158 (-11)

20% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 69

42% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 24

Holders
158
Holders Change
-11
Holders Change %
-6.51%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
55
Reduced
69
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$14.4M -$3.3M -55,000 -20%
Charles Schwab
27
Charles Schwab
California
$11.5M +$479K +7,980 +5%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$11.4M -$342K -5,700 -3%
TD Asset Management
29
TD Asset Management
Ontario, Canada
$10.8M +$1.92M +31,900 +23%
CVA
30
Ceredex Value Advisors
Florida
$9.58M -$517K -8,600 -5%
SGCIA
31
Smith Graham & Co Investment Advisors
Texas
$9.12M -$374K -6,232 -4%
Principal Financial Group
32
Principal Financial Group
Iowa
$8.5M -$7.03K -117 -0.1%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$7.98M -$2.7M -45,026 -27%
EAM
34
Eagle Asset Management
Florida
$7.3M +$2.04M +34,014 +42%
Bank of America
35
Bank of America
North Carolina
$6.86M +$2.56M +42,566 +66%
Citadel Advisors
36
Citadel Advisors
Florida
$5.1M -$585K -9,744 -11%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$4.97M +$98.3K +1,637 +2%
UBS Group
38
UBS Group
Switzerland
$4.84M -$99.2K -1,652 -2%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$4.37M -$54.1K -900 -1%
Wells Fargo
40
Wells Fargo
California
$3.96M -$981K -16,339 -21%
Morgan Stanley
41
Morgan Stanley
New York
$3.94M -$1.27M -21,189 -26%
PPA
42
Parametric Portfolio Associates
Washington
$3.88M +$639K +10,641 +21%
Legal & General Group
43
Legal & General Group
United Kingdom
$3.5M +$20.1K +334 +0.6%
Boston Partners
44
Boston Partners
Massachusetts
$3.27M -$3.6K -60 -0.1%
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$3.23M -$544K -9,056 -15%
JP Morgan Chase
46
JP Morgan Chase
New York
$3.08M +$1.27M +21,068 +78%
Ohio Public Employees Retirement System (OPERS)
47
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.07M +$6.43K +107 +0.2%
AQR Capital Management
48
AQR Capital Management
Connecticut
$3.04M -$448K -7,459 -14%
Swiss National Bank
49
Swiss National Bank
Switzerland
$2.83M +$30K +500 +1%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.55M -$789K -13,127 -25%

AMSF Hedge Fund Activity: Q1 2021 in Review

158 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AMERISAFE (AMSF) for Q1 2021, worth a combined $1.2B — up 10% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of AMSF and 14 opened new positions — a net loss of 10 holders — while 69 trimmed existing stakes and 55 added.

The largest buyer was Eaton Vance Management, adding an estimated $23.3M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $18.5M sold.

  • 158 institutional investors held AMERISAFE (AMSF) as of Q1 2021, down from 169 in Q4 2020.
  • Funds reported $1.2B of AMERISAFE stock for Q1 2021, up 10% quarter-over-quarter.
  • 14 funds opened new AMERISAFE positions in Q1 2021 and 24 closed out, a net change of -10 holders.
  • The largest AMERISAFE buyer in Q1 2021 was Eaton Vance Management, an estimated $23.3M added.
  • The largest AMERISAFE seller in Q1 2021 was Schroder Investment Management Group, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2021.