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AMERISAFE

181 hedge funds and large institutions have $1.15B invested in AMERISAFE in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 71 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

19% more capital invested

Capital invested by funds: $965M → $1.15B (+$187M)

2% more funds holding

Funds holding: 178181 (+3)

4% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
181
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
4.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
71
Reduced
68
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$73.7M -$85.8K -1,500 -0.1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$73.1M +$505K +8,831 +0.7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$61.2M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$58.1M +$436K +7,625 +0.8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$54.2M +$3.99M +69,773 +9%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$39.4M +$9.98M +174,560 +37%
NSCM
7
New South Capital Management
Tennessee
$37.4M -$5.13M -89,777 -13%
Ameriprise
8
Ameriprise
Minnesota
$37.4M +$1.61M +28,142 +5%
GKIM
9
GW&K Investment Management
Massachusetts
$35.1M -$1.18M -20,607 -3%
Northern Trust
10
Northern Trust
Illinois
$32.7M +$1.21M +21,097 +4%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$31.7M -$7.55M -132,106 -20%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$31.3M -$7.8M -136,400 -21%
BIT
13
BlackRock Institutional Trust
California
$30.1M -$2.14M -37,361 -7%
Goldman Sachs
14
Goldman Sachs
New York
$27M +$694K +12,131 +3%
State Street
15
State Street
Massachusetts
$24.2M -$69K -1,206 -0.3%
AAM
16
Aberdeen Asset Management
United Kingdom
$24.1M +$7.24M +126,668 +47%
TCM
17
TimesSquare Capital Management
New York
$20.8M -$9.28M -162,400 -32%
State of Wisconsin Investment Board
18
State of Wisconsin Investment Board
Wisconsin
$20.7M
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$19.7M +$18.2M +317,573 +6,360%
Norges Bank
20
Norges Bank
Norway
$16.9M +$5.97M +104,399 +61%
Allianz Asset Management
21
Allianz Asset Management
Germany
$16.4M -$12M -210,076 -44%
CAM
22
Cortina Asset Management
Wisconsin
$16.2M -$164K -2,872 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$15.2M +$81.7K +1,429 +0.6%
PCM
24
Palisade Capital Management
New Jersey
$14.7M +$2.73M +47,754 +25%
HW
25
Hancock Whitney
Mississippi
$14.4M -$57K -997 -0.4%

AMSF Hedge Fund Activity: Q2 2016 in Review

181 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AMERISAFE (AMSF) for Q2 2016, worth a combined $1.15B — up 19% from $965M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new AMSF positions and 12 closed out — a net gain of 4 holders — while 71 added to existing stakes and 68 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $18.2M. The largest seller was Allianz Asset Management, cutting an estimated $12M.

  • 181 institutional investors held AMERISAFE (AMSF) as of Q2 2016, up from 178 in Q1 2016.
  • Funds reported $1.15B of AMERISAFE stock for Q2 2016, up 19% quarter-over-quarter.
  • 16 funds opened new AMERISAFE positions in Q2 2016 and 12 closed out, a net change of +4 holders.
  • The largest AMERISAFE buyer in Q2 2016 was PNC Financial Services Group, an estimated $18.2M added.
  • The largest AMERISAFE seller in Q2 2016 was Allianz Asset Management, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2016.