We are live on ! Find out more
EIG icon

Employers Holdings

169 hedge funds and large institutions have $1.01B invested in Employers Holdings in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 75 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.73% less ownership

Funds ownership: 81.6%79.87% (-1.7%)

7% less capital invested

Capital invested by funds: $1.08B → $1.01B (-$71.2M)

8% less funds holding

Funds holding: 183169 (-14)

25% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 75

36% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 33

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $591K

Holders
169
Holders Change
-14
Holders Change %
-7.65%
% of All Funds
3.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
56
Reduced
75
Closed
33
Calls
Puts
$591K
Net Calls
-$591K
Net Calls Change
-$591K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$188M -$1.43M -34,959 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$134M +$4.68M +114,323 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$103M -$1.71M -41,699 -2%
Northern Trust
4
Northern Trust
Illinois
$45.9M +$140K +3,414 +0.3%
State Street
5
State Street
Massachusetts
$44.1M +$3.62M +88,564 +9%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$34.3M +$23.1K +564 +0.1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$34M -$1.7M -41,580 -5%
Norges Bank
8
Norges Bank
Norway
$26.7M -$1.27M -31,048 -4%
Renaissance Technologies
9
Renaissance Technologies
New York
$22.1M +$1.64M +40,043 +8%
Invesco
10
Invesco
Georgia
$21.3M -$1.51M -36,931 -7%
Ameriprise
11
Ameriprise
Minnesota
$20.7M -$3.81M -93,067 -15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$18.5M +$1.07M +26,238 +6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$18M -$412K -10,060 -2%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$15.5M -$28.2K -690 -0.2%
N
15
Nuveen
North Carolina
$14.9M -$1.3M -31,705 -8%
AQR Capital Management
16
AQR Capital Management
Connecticut
$13.1M -$2.38M -58,085 -15%
Goldman Sachs
17
Goldman Sachs
New York
$12.3M -$1.14M -27,843 -8%
Charles Schwab
18
Charles Schwab
California
$12M +$427K +10,440 +4%
Principal Financial Group
19
Principal Financial Group
Iowa
$9.79M -$448K -10,950 -4%
WA
20
Wasatch Advisors
Utah
$8.8M +$8.88M +217,125 New
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$7.97M -$959K -23,439 -10%
TD Asset Management
22
TD Asset Management
Ontario, Canada
$7.66M +$303K +7,400 +4%
BCM
23
Bridgeway Capital Management
Texas
$7.24M -$495K -12,100 -6%
MAM
24
Martingale Asset Management
Massachusetts
$6.37M +$36.8K +900 +0.6%
First Trust Advisors
25
First Trust Advisors
Illinois
$5.83M +$505K +12,355 +9%

EIG Hedge Fund Activity: Q1 2020 in Review

169 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Employers Holdings (EIG) for Q1 2020, worth a combined $1.01B — down 6.6% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EIG and 21 opened new positions — a net loss of 12 holders — while 75 trimmed existing stakes and 56 added.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $8.88M. The largest seller was Morgan Stanley, cutting an estimated $11M.

  • 169 institutional investors held Employers Holdings (EIG) as of Q1 2020, down from 183 in Q4 2019.
  • Funds reported $1.01B of Employers Holdings stock for Q1 2020, down 6.6% quarter-over-quarter.
  • 21 funds opened new Employers Holdings positions in Q1 2020 and 33 closed out, a net change of -12 holders.
  • The largest Employers Holdings buyer in Q1 2020 was Wasatch Advisors, an estimated $8.88M added.
  • The largest Employers Holdings seller in Q1 2020 was Morgan Stanley, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2020.