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AMERISAFE

166 hedge funds and large institutions have $1.09B invested in AMERISAFE in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 56

0.66% more ownership

Funds ownership: 98.96%99.62% (+0.66%)

5% less funds holding

Funds holding: 174166 (-8)

12% less capital invested

Capital invested by funds: $1.23B → $1.09B (-$144M)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

65% less call options, than puts

Call options by funds: $179K | Put options by funds: $508K

Holders
166
Holders Change
-8
Holders Change %
-4.6%
% of All Funds
4.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
69
Reduced
56
Closed
21
Calls
$179K
Puts
$508K
Net Calls
-$329K
Net Calls Change
+$726K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$130M +$1.21M +21,196 +0.9%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$69.5M +$11.5M +202,379 +20%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$62.5M -$703K -12,324 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$57.2M -$304K -5,329 -0.5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$57M -$3.42K -60 -0%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$53.6M +$106K +1,853 +0.2%
AAM
7
Aberdeen Asset Management
United Kingdom
$32.4M -$5.48M -96,130 -14%
Goldman Sachs
8
Goldman Sachs
New York
$31.8M +$3.71M +64,955 +13%
Northern Trust
9
Northern Trust
Illinois
$31.2M -$95K -1,665 -0.3%
TCM
10
TimesSquare Capital Management
New York
$31.1M +$12.2M +214,400 +65%
NSCM
11
New South Capital Management
Tennessee
$30.7M -$136K -2,388 -0.4%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$30.3M -$177K -3,102 -0.6%
State Street
13
State Street
Massachusetts
$27.8M +$493K +8,645 +2%
GKIM
14
GW&K Investment Management
Massachusetts
$27M -$847K -14,841 -3%
N
15
Nuveen
North Carolina
$25.1M +$7.59M +133,050 +43%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$24.5M +$8.77M +153,671 +56%
Ameriprise
17
Ameriprise
Minnesota
$24M -$6.07M -106,457 -20%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$17.8M +$15.6M +273,645 +691%
CAM
19
Cortina Asset Management
Wisconsin
$17.8M +$6.66M +116,686 +60%
PCM
20
Palisade Capital Management
New Jersey
$15.9M -$3M -52,516 -16%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$15.7M +$283K +4,966 +2%
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$15M -$1.27M -22,200 -8%
HW
23
Hancock Whitney
Mississippi
$13M +$122K +2,138 +0.9%
American Century Companies
24
American Century Companies
Missouri
$12.5M +$12.5M +218,984 New
Allianz Asset Management
25
Allianz Asset Management
Germany
$12.2M -$3.45M -60,399 -22%

AMSF Hedge Fund Activity: Q2 2017 in Review

166 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AMERISAFE (AMSF) for Q2 2017, worth a combined $1.09B — down 12% from $1.23B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AMSF and 13 opened new positions — a net loss of 8 holders — while 56 trimmed existing stakes and 69 added.

The largest buyer was VOYA Investment Management, adding an estimated $15.6M. The largest seller was Wellington Management Group, cutting an estimated $25.5M.

  • 166 institutional investors held AMERISAFE (AMSF) as of Q2 2017, down from 174 in Q1 2017.
  • Funds reported $1.09B of AMERISAFE stock for Q2 2017, down 12% quarter-over-quarter.
  • 13 funds opened new AMERISAFE positions in Q2 2017 and 21 closed out, a net change of -8 holders.
  • The largest AMERISAFE buyer in Q2 2017 was VOYA Investment Management, an estimated $15.6M added.
  • The largest AMERISAFE seller in Q2 2017 was Wellington Management Group, an estimated $25.5M sold.

Based on aggregated 13F filings for Q2 2017.