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AMERISAFE

143 hedge funds and large institutions have $793M invested in AMERISAFE in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

17% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 47

8% more funds holding

Funds holding: 132143 (+11)

7% more capital invested

Capital invested by funds: $742M → $793M (+$51.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $466K

Holders
143
Holders Change
+11
Holders Change %
+8.33%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
55
Reduced
47
Closed
7
Calls
Puts
$466K
Net Calls
-$466K
Net Calls Change
+$81K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$64M -$30.3M -732,062 -33%
NSCM
2
New South Capital Management
Tennessee
$53.3M +$1.02M +24,681 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$49.8M -$1.98M -47,668 -4%
BFA
4
BlackRock Fund Advisors
California
$45.7M +$4.51M +108,851 +11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$45.6M +$9.95M +240,125 +29%
Ameriprise
6
Ameriprise
Minnesota
$35.4M -$1.59M -38,357 -4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$33.8M +$1.21M +29,165 +4%
Vanguard Group
8
Vanguard Group
Pennsylvania
$31.6M +$628K +15,161 +2%
CAM
9
Cortina Asset Management
Wisconsin
$24.7M -$1.55M -37,352 -6%
TCM
10
TimesSquare Capital Management
New York
$24.5M +$5.87M +141,725 +32%
BIT
11
BlackRock Institutional Trust
California
$24.3M +$596K +14,378 +3%
GKIM
12
GW&K Investment Management
Massachusetts
$20.1M -$123K -2,963 -0.6%
Goldman Sachs
13
Goldman Sachs
New York
$19.3M +$2.61M +62,908 +16%
Northern Trust
14
Northern Trust
Illinois
$17.8M -$2.98M -71,872 -15%
State of Wisconsin Investment Board
15
State of Wisconsin Investment Board
Wisconsin
$14.2M -$3.05M -73,661 -18%
State Street
16
State Street
Massachusetts
$14.1M -$604K -14,572 -4%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$13.7M
Victory Capital Management
18
Victory Capital Management
Texas
$11.9M +$867K +20,904 +8%
WCM Investment Management
19
WCM Investment Management
California
$10.5M +$252K +6,079 +3%
HW
20
Hancock Whitney
Mississippi
$10.2M -$335K -8,089 -3%
TCM
21
Tygh Capital Management
Oregon
$9.73M +$676K +16,301 +8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$7.58M -$64.8K -1,563 -0.9%
Wells Fargo
23
Wells Fargo
California
$7.11M +$1.23M +29,718 +22%
SGCIA
24
Smith Graham & Co Investment Advisors
Texas
$7.09M -$429K -10,340 -6%
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$6.97M +$1.06M +25,490 +18%

AMSF Hedge Fund Activity: Q4 2014 in Review

143 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in AMERISAFE (AMSF) for Q4 2014, worth a combined $793M — up 7% from $742M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AMSF positions and 7 closed out — a net gain of 14 holders — while 55 added to existing stakes and 47 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $9.95M. The largest seller was Fidelity Investments, cutting an estimated $30.3M.

  • 143 institutional investors held AMERISAFE (AMSF) as of Q4 2014, up from 132 in Q3 2014.
  • Funds reported $793M of AMERISAFE stock for Q4 2014, up 7% quarter-over-quarter.
  • 21 funds opened new AMERISAFE positions in Q4 2014 and 7 closed out, a net change of +14 holders.
  • The largest AMERISAFE buyer in Q4 2014 was Royal Bank of Canada, an estimated $9.95M added.
  • The largest AMERISAFE seller in Q4 2014 was Fidelity Investments, an estimated $30.3M sold.

Based on aggregated 13F filings for Q4 2014.