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AMERISAFE

171 hedge funds and large institutions have $1.1B invested in AMERISAFE in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

8% more funds holding

Funds holding: 158171 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.99% less ownership

Funds ownership: 98.07%97.08% (-0.99%)

8% less capital invested

Capital invested by funds: $1.2B → $1.1B (-$93.7M)

24% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 68

Holders
171
Holders Change
+13
Holders Change %
+8.23%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
52
Reduced
68
Closed
11
Calls
$59K
Puts
Net Calls
+$59K
Net Calls Change
+$59K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$11.4M -$3.36M -52,914 -22%
Charles Schwab
27
Charles Schwab
California
$11.3M +$626K +9,857 +6%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$10.6M
TD Asset Management
29
TD Asset Management
Ontario, Canada
$9.73M +$133K +2,100 +1%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$9.28M +$1.89M +29,710 +24%
CVA
31
Ceredex Value Advisors
Florida
$8.75M -$197K -3,100 -2%
Principal Financial Group
32
Principal Financial Group
Iowa
$7.98M +$57.2K +900 +0.7%
SGCIA
33
Smith Graham & Co Investment Advisors
Texas
$7.55M -$1.02M -16,086 -11%
EAM
34
Eagle Asset Management
Florida
$6.93M +$102K +1,599 +1%
Morgan Stanley
35
Morgan Stanley
New York
$5.59M +$2.04M +32,052 +52%
GIP
36
Granite Investment Partners
California
$5.46M +$5.81M +91,434 New
Citadel Advisors
37
Citadel Advisors
Florida
$4.93M +$181K +2,849 +4%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$4.43M -$215K -3,382 -4%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$3.99M -$97.9K -1,541 -2%
PPA
40
Parametric Portfolio Associates
Washington
$3.89M +$281K +4,417 +7%
JP Morgan Chase
41
JP Morgan Chase
New York
$3.67M +$856K +13,473 +28%
Boston Partners
42
Boston Partners
Massachusetts
$3.09M +$41.5K +654 +1%
Wells Fargo
43
Wells Fargo
California
$3.08M -$654K -10,298 -17%
AQR Capital Management
44
AQR Capital Management
Connecticut
$2.88M +$43.1K +679 +1%
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.87M +$9.91K +156 +0.3%
Swiss National Bank
46
Swiss National Bank
Switzerland
$2.54M -$102K -1,600 -4%
Legal & General Group
47
Legal & General Group
United Kingdom
$2.49M -$827K -13,027 -24%
American Century Companies
48
American Century Companies
Missouri
$2.48M +$544K +8,559 +26%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.36M -$22.2K -350 -0.9%
State of New Jersey Common Pension Fund D
50
State of New Jersey Common Pension Fund D
New Jersey
$2.25M +$2.4M +37,746 New

AMSF Hedge Fund Activity: Q2 2021 in Review

171 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in AMERISAFE (AMSF) for Q2 2021, worth a combined $1.1B — down 7.8% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AMSF positions and 11 closed out — a net gain of 14 holders — while 52 added to existing stakes and 68 trimmed.

The largest buyer was Bank of America, adding an estimated $19.3M. The largest seller was Copeland Capital Management, exiting entirely with an estimated $19.1M sold.

  • 171 institutional investors held AMERISAFE (AMSF) as of Q2 2021, up from 158 in Q1 2021.
  • Funds reported $1.1B of AMERISAFE stock for Q2 2021, down 7.8% quarter-over-quarter.
  • 25 funds opened new AMERISAFE positions in Q2 2021 and 11 closed out, a net change of +14 holders.
  • The largest AMERISAFE buyer in Q2 2021 was Bank of America, an estimated $19.3M added.
  • The largest AMERISAFE seller in Q2 2021 was Copeland Capital Management, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2021.