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AMERISAFE

178 hedge funds and large institutions have $987M invested in AMERISAFE in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

9% more capital invested

Capital invested by funds: $906M → $987M (+$81.6M)

3% more funds holding

Funds holding: 172178 (+6)

0.19% more ownership

Funds ownership: 96.76%96.95% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

27% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 73

Holders
178
Holders Change
+6
Holders Change %
+3.49%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
53
Reduced
73
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$164M -$3.31M -62,224 -2%
Victory Capital Management
2
Victory Capital Management
Texas
$72.6M +$25.5K +479 +0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$71.4M -$596K -11,198 -0.8%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$69.1M -$2.11M -39,662 -3%
Morgan Stanley
5
Morgan Stanley
New York
$38.9M +$31.6M +592,835 +431%
State Street
6
State Street
Massachusetts
$38.9M -$477K -8,954 -1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$33.7M +$124K +2,323 +0.4%
WHG
8
Westwood Holdings Group
Texas
$28.9M -$9.83M -184,607 -25%
CIP
9
Champlain Investment Partners
Vermont
$27.9M +$27.9M +523,097 New
Ameriprise
10
Ameriprise
Minnesota
$25.3M -$1.15M -21,638 -4%
APG Asset Management
11
APG Asset Management
Netherlands
$25.2M
MGIM
12
M&G Investment Management
United Kingdom
$24.7M +$57.9K +1,087 +0.2%
Bank of America
13
Bank of America
North Carolina
$23.4M -$5.87M -110,183 -20%
GKIM
14
GW&K Investment Management
Massachusetts
$23.1M -$251K -4,716 -1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$20.4M +$211K +3,968 +1%
Goldman Sachs
16
Goldman Sachs
New York
$18.5M -$6.82M -128,018 -27%
PCM
17
Palisade Capital Management
New Jersey
$17.7M +$722K +13,563 +4%
Public Employees Retirement Association of Colorado
18
Public Employees Retirement Association of Colorado
Colorado
$16.1M
STB
19
S&T Bank
Pennsylvania
$13.6M -$646K -12,123 -5%
Charles Schwab
20
Charles Schwab
California
$13.2M -$165K -3,092 -1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$12.5M +$377K +7,072 +3%
NSCM
22
New South Capital Management
Tennessee
$12M -$1.12M -21,068 -9%
Northern Trust
23
Northern Trust
Illinois
$11.7M -$5.13M -96,274 -31%
Renaissance Technologies
24
Renaissance Technologies
New York
$9.23M -$698K -13,100 -7%
Invesco
25
Invesco
Georgia
$7.46M -$640K -12,012 -8%

AMSF Hedge Fund Activity: Q2 2023 in Review

178 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AMERISAFE (AMSF) for Q2 2023, worth a combined $987M — up 9% from $906M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AMSF positions and 16 closed out — a net gain of 6 holders — while 53 added to existing stakes and 73 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.6M. The largest seller was Westwood Holdings Group, cutting an estimated $9.83M.

  • 178 institutional investors held AMERISAFE (AMSF) as of Q2 2023, up from 172 in Q1 2023.
  • Funds reported $987M of AMERISAFE stock for Q2 2023, up 9% quarter-over-quarter.
  • 22 funds opened new AMERISAFE positions in Q2 2023 and 16 closed out, a net change of +6 holders.
  • The largest AMERISAFE buyer in Q2 2023 was Morgan Stanley, an estimated $31.6M added.
  • The largest AMERISAFE seller in Q2 2023 was Westwood Holdings Group, an estimated $9.83M sold.

Based on aggregated 13F filings for Q2 2023.