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AMERISAFE

132 hedge funds and large institutions have $764M invested in AMERISAFE in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 131132 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less capital invested

Capital invested by funds: $819M → $764M (-$55.2M)

24% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 55

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $244K

Holders
132
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
42
Reduced
55
Closed
8
Calls
Puts
$244K
Net Calls
-$244K
Net Calls Change
-$244K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$106M -$1.85M -46,548 -2%
NSCM
2
New South Capital Management
Tennessee
$53.4M -$642K -16,128 -1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$47.8M +$3.57M +89,566 +8%
BFA
4
BlackRock Fund Advisors
California
$40.7M -$2.52M -63,372 -6%
Ameriprise
5
Ameriprise
Minnesota
$34.8M -$549K -13,783 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$32M +$1.82M +45,622 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$30.8M -$1.05M -26,410 -3%
Vanguard Group
8
Vanguard Group
Pennsylvania
$29.1M +$861K +21,612 +3%
CAM
9
Cortina Asset Management
Wisconsin
$27.7M -$685K -17,200 -2%
BIT
10
BlackRock Institutional Trust
California
$22.8M -$367K -9,209 -2%
RCM
11
Rutabaga Capital Management
Massachusetts
$21.8M +$615K +15,436 +3%
Victory Capital Management
12
Victory Capital Management
Texas
$19.1M +$1.4M +35,145 +8%
GKIM
13
GW&K Investment Management
Massachusetts
$19M +$1M +25,179 +6%
Northern Trust
14
Northern Trust
Illinois
$16.9M -$3.3M -82,959 -17%
State of Wisconsin Investment Board
15
State of Wisconsin Investment Board
Wisconsin
$16.3M -$951K -23,880 -6%
State Street
16
State Street
Massachusetts
$14.6M -$7.21K -181 -0.1%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$13.7M +$6.28M +157,800 +88%
WCM Investment Management
18
WCM Investment Management
California
$10.3M -$76.5K -1,920 -0.8%
HW
19
Hancock Whitney
Mississippi
$10.3M +$1.88M +47,266 +23%
Goldman Sachs
20
Goldman Sachs
New York
$9.58M +$4.83M +121,237 +106%
TCM
21
Tygh Capital Management
Oregon
$7.56M -$595K -14,933 -7%
SGCIA
22
Smith Graham & Co Investment Advisors
Texas
$7.43M -$294K -7,370 -4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$7.36M +$31.7K +797 +0.4%
JP Morgan Chase
24
JP Morgan Chase
New York
$6.77M +$316K +7,935 +5%
Wells Fargo
25
Wells Fargo
California
$6.18M +$231K +5,792 +4%

AMSF Hedge Fund Activity: Q2 2014 in Review

132 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in AMERISAFE (AMSF) for Q2 2014, worth a combined $764M — down 6.7% from $819M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AMSF positions and 8 closed out — a net gain of 1 holder — while 42 added to existing stakes and 55 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $6.28M. The largest seller was Northern Trust, cutting an estimated $3.3M.

  • 132 institutional investors held AMERISAFE (AMSF) as of Q2 2014, up from 131 in Q1 2014.
  • Funds reported $764M of AMERISAFE stock for Q2 2014, down 6.7% quarter-over-quarter.
  • 9 funds opened new AMERISAFE positions in Q2 2014 and 8 closed out, a net change of +1 holder.
  • The largest AMERISAFE buyer in Q2 2014 was Schroder Investment Management Group, an estimated $6.28M added.
  • The largest AMERISAFE seller in Q2 2014 was Northern Trust, an estimated $3.3M sold.

Based on aggregated 13F filings for Q2 2014.