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AMERISAFE

171 hedge funds and large institutions have $805M invested in AMERISAFE in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 63 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $145K | Put options by funds: $92K

6% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 63

2.92% less ownership

Funds ownership: 98.73%95.81% (-2.9%)

4% less funds holding

Funds holding: 178171 (-7)

15% less capital invested

Capital invested by funds: $946M → $805M (-$141M)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
67
Reduced
63
Closed
30
Calls
$145K
Puts
$92K
Net Calls
+$53K
Net Calls Change
-$73K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$133M -$3.68M -80,170 -3%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$79.4M -$2.09M -45,575 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$64.3M -$368K -8,030 -0.5%
Victory Capital Management
4
Victory Capital Management
Texas
$43.7M -$6.32M -137,715 -12%
CIP
5
Champlain Investment Partners
Vermont
$42.2M +$4.88M +106,390 +12%
Morgan Stanley
6
Morgan Stanley
New York
$33.5M -$1.55M -33,765 -4%
State Street
7
State Street
Massachusetts
$32.8M -$1.01M -22,093 -3%
WHG
8
Westwood Holdings Group
Texas
$30.8M +$3.83M +83,438 +13%
Charles Schwab
9
Charles Schwab
California
$27.5M +$280K +6,103 +1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$26.6M -$363K -7,904 -1%
Bank of America
11
Bank of America
North Carolina
$26.4M +$13.3M +288,984 +92%
MGP
12
M&G plc
United Kingdom
$19.9M -$565K -12,327 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$19.6M +$1.09M +23,667 +6%
Public Employees Retirement Association of Colorado
14
Public Employees Retirement Association of Colorado
Colorado
$13.8M +$697K +15,196 +5%
PCM
15
Palisade Capital Management
New Jersey
$13.1M -$242K -5,275 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$12.4M +$171K +3,719 +1%
NSCM
17
New South Capital Management
Tennessee
$8.83M -$260K -5,667 -3%
Northern Trust
18
Northern Trust
Illinois
$8.72M -$326K -7,110 -3%
Renaissance Technologies
19
Renaissance Technologies
New York
$8.37M +$839K +18,300 +11%
EAM
20
Eagle Asset Management
Florida
$8.01M -$674K -14,701 -7%
Invesco
21
Invesco
Georgia
$7.33M +$298K +6,494 +4%
STB
22
S&T Bank
Pennsylvania
$6.81M -$2.72M -59,375 -28%
GIP
23
Granite Investment Partners
California
$6.48M +$3.9M +85,089 +136%
DIA
24
Dana Investment Advisors
Wisconsin
$4.4M +$454K +9,902 +11%
Ameriprise
25
Ameriprise
Minnesota
$4.29M -$926K -20,189 -17%

AMSF Hedge Fund Activity: Q2 2024 in Review

171 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AMERISAFE (AMSF) for Q2 2024, worth a combined $805M — down 15% from $946M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of AMSF and 24 opened new positions — a net loss of 6 holders — while 63 trimmed existing stakes and 67 added.

The largest buyer was Bank of America, adding an estimated $13.3M. The largest seller was APG Asset Management, exiting entirely with an estimated $23.9M sold.

  • 171 institutional investors held AMERISAFE (AMSF) as of Q2 2024, down from 178 in Q1 2024.
  • Funds reported $805M of AMERISAFE stock for Q2 2024, down 15% quarter-over-quarter.
  • 24 funds opened new AMERISAFE positions in Q2 2024 and 30 closed out, a net change of -6 holders.
  • The largest AMERISAFE buyer in Q2 2024 was Bank of America, an estimated $13.3M added.
  • The largest AMERISAFE seller in Q2 2024 was APG Asset Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q2 2024.