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Employers Holdings
EIG

194 hedge funds and large institutions have $929M invested in Employers Holdings in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

14% more capital invested

Capital invested by funds: $815M → $929M (+$114M)

6% more funds holding

Funds holding: 183 → 194 (+11)

0.53% more ownership

Funds ownership: 80.38% → 80.91% (+0.53%)

27% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 81

56% less call options, than puts

Call options by funds: $14K | Put options by funds: $32K

Holders
194
Holders Change
+11
Holders Change %
+6.01%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
59
Reduced
81
Closed
18
Calls
$14K
Puts
$32K
Net Calls
-$18K
Net Calls Change
-$447K

Top Buyers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
+$12.7M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$10.2M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$5.64M
4
American Century Companies
American Century Companies
Missouri
+$3.78M
5
BlackRock
BlackRock
New York
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$15.8M
2
Goldman Sachs
Goldman Sachs
New York
-$8.69M
3
Norges Bank
Norges Bank
Norway
-$3.94M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$3.68M
5
Northern Trust
Northern Trust
Illinois
-$3.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$4.79K +$4.58K +107 New
Mitsubishi UFJ Asset Management
177
Mitsubishi UFJ Asset Management
Japan
$3.72K – – –
LFA
178
LGT Financial Advisors
Texas
$2.9K – – –
FFO
179
Fortitude Family Office
Arizona
$2.81K +$1.88K +44 +244%
FHA
180
First Horizon Advisors
Tennessee
$2.63K +$641 +15 +35%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$1.54K +$299 +7 +26%
HIA
182
Harbor Investment Advisory
Maryland
$1.41K +$1.32K +31 New
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$1.04K – – –
FFA
184
Farther Finance Advisors
California
$1.03K -$43 -1 -4%
AWM
185
Avior Wealth Management
Nebraska
$907 +$855 +20 New
RAM
186
Riggs Asset Management
Pennsylvania
$818 +$770 +18 New
FMII
187
Farmers & Merchants Investments Inc
Nebraska
$817 – – –
AF
188
Advisornet Financial
Minnesota
$817 +$770 +18 New
UB
189
UMB Bank
Missouri
$545 +$513 +12 New
HNB
190
Huntington National Bank
Ohio
$454 -$59.4K -1,390 -99%
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$454 – – –
GRP
192
Global Retirement Partners
California
$363 – – –
ECM
193
Everence Capital Management
Indiana
$250 +$236K +5,510 New
RIL
194
Rothschild Investment LLC
Illinois
$227 +$214 +5 New
BCM
195
Bridgeway Capital Management
Texas
– -$962K -24,426 Closed
EF
196
Empowered Funds
Pennsylvania
– -$962K -24,426 Closed
AA
197
Ancora Advisors
Ohio
– -$709K -18,000 Closed
ZIM
198
Zacks Investment Management
Illinois
– -$656K -16,650 Closed
OQS
199
Occudo Quantitative Strategies
Florida
– -$630K -15,978 Closed
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
– -$480K -12,192 Closed
5 6 7
8
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EIG Hedge Fund Activity: Q1 2024 in Review

194 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Employers Holdings (EIG) for Q1 2024, worth a combined $929M — up 14% from $815M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EIG positions and 18 closed out — a net gain of 12 holders — while 59 added to existing stakes and 81 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $12.7M. The largest seller was Morgan Stanley, cutting an estimated $15.8M.

  • 194 institutional investors held Employers Holdings (EIG) as of Q1 2024, up from 183 in Q4 2023.
  • Funds reported $929M of Employers Holdings stock for Q1 2024, up 14% quarter-over-quarter.
  • 30 funds opened new Employers Holdings positions in Q1 2024 and 18 closed out, a net change of +12 holders.
  • The largest Employers Holdings buyer in Q1 2024 was LSV Asset Management, an estimated $12.7M added.
  • The largest Employers Holdings seller in Q1 2024 was Morgan Stanley, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2024.