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AMERISAFE

168 hedge funds and large institutions have $1.26B invested in AMERISAFE in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 54 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

22% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 54

13% more capital invested

Capital invested by funds: $1.11B → $1.26B (+$145M)

6% more funds holding

Funds holding: 158168 (+10)

2.02% more ownership

Funds ownership: 102.39%104.41% (+2%)

Holders
168
Holders Change
+10
Holders Change %
+6.33%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
66
Reduced
54
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$151M +$2.3M +36,880 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$70.4M +$646K +10,363 +0.9%
Victory Capital Management
3
Victory Capital Management
Texas
$70.2M +$787K +12,629 +1%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$69.5M -$2.57M -41,207 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$62M +$12.8K +206 +0%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$60.2M -$592K -9,503 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$43.6M -$9.23M -148,132 -17%
Goldman Sachs
8
Goldman Sachs
New York
$43.5M +$5.06M +81,130 +13%
State Street
9
State Street
Massachusetts
$42.3M +$4.55M +72,908 +12%
Northern Trust
10
Northern Trust
Illinois
$32.2M -$1.73M -27,783 -5%
JLBC
11
J.L. Bainbridge & Co
Florida
$32M +$21.6M +347,230 New
Aberdeen Group
12
Aberdeen Group
United Kingdom
$31.6M +$1.91M +30,558 +6%
GKIM
13
GW&K Investment Management
Massachusetts
$30.7M +$90.1K +1,446 +0.3%
TCM
14
TimesSquare Capital Management
New York
$30.4M -$4.32M -69,300 -12%
Ameriprise
15
Ameriprise
Minnesota
$30.2M +$1.18M +18,992 +4%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$28.1M -$2.58M -41,462 -8%
American Century Companies
17
American Century Companies
Missouri
$26.7M -$94.7K -1,519 -0.4%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$22.6M +$21.8K +349 +0.1%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$22M -$871K -13,964 -4%
PCM
20
Palisade Capital Management
New Jersey
$21M +$40.2K +645 +0.2%
N
21
Nuveen
North Carolina
$19.7M -$9.74M -156,268 -33%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$18.7M +$439K +7,047 +2%
NSCM
23
New South Capital Management
Tennessee
$17.4M -$3.86M -61,921 -18%
Public Employees Retirement Association of Colorado
24
Public Employees Retirement Association of Colorado
Colorado
$17.4M +$3.74M +60,000 +27%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$12.6M +$727K +11,669 +6%

AMSF Hedge Fund Activity: Q3 2018 in Review

168 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in AMERISAFE (AMSF) for Q3 2018, worth a combined $1.26B — up 13% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AMSF positions and 7 closed out — a net gain of 11 holders — while 66 added to existing stakes and 54 trimmed.

The largest buyer was J.L. Bainbridge & Co, opening a new position worth an estimated $21.6M. The largest seller was Nuveen, cutting an estimated $9.74M.

  • 168 institutional investors held AMERISAFE (AMSF) as of Q3 2018, up from 158 in Q2 2018.
  • Funds reported $1.26B of AMERISAFE stock for Q3 2018, up 13% quarter-over-quarter.
  • 18 funds opened new AMERISAFE positions in Q3 2018 and 7 closed out, a net change of +11 holders.
  • The largest AMERISAFE buyer in Q3 2018 was J.L. Bainbridge & Co, an estimated $21.6M added.
  • The largest AMERISAFE seller in Q3 2018 was Nuveen, an estimated $9.74M sold.

Based on aggregated 13F filings for Q3 2018.