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Employers Holdings

161 hedge funds and large institutions have $897M invested in Employers Holdings in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

10% more funds holding

Funds holding: 147161 (+14)

4% more capital invested

Capital invested by funds: $861M → $897M (+$36.3M)

0.52% more ownership

Funds ownership: 77.11%77.62% (+0.52%)

20% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 64

Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
51
Reduced
64
Closed
9
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$171M -$974K -24,254 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$127M -$1.32M -32,929 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$90.1M -$1.25M -31,154 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$61.2M +$301K +7,500 +0.5%
State Street
5
State Street
Massachusetts
$44.2M +$723K +18,004 +2%
Northern Trust
6
Northern Trust
Illinois
$26.6M -$695K -17,291 -3%
Ameriprise
7
Ameriprise
Minnesota
$26.4M +$6.75M +167,951 +36%
Charles Schwab
8
Charles Schwab
California
$25M +$702K +17,479 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$19.7M -$195K -4,843 -1%
Boston Partners
10
Boston Partners
Massachusetts
$19.7M -$129K -3,221 -0.7%
Invesco
11
Invesco
Georgia
$17.9M +$684K +17,039 +4%
Norges Bank
12
Norges Bank
Norway
$13.5M -$64.3K -1,600 -0.5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$13.3M -$2.45M -61,041 -16%
Renaissance Technologies
14
Renaissance Technologies
New York
$13.3M -$1.6M -39,800 -11%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$12.9M -$419K -10,420 -3%
RA
16
Royce & Associates
New York
$12.6M -$2.17M -53,939 -15%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$9.72M -$1.44M -35,923 -13%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$8.51M -$617K -15,360 -7%
JP Morgan Chase
19
JP Morgan Chase
New York
$8.3M +$1.59M +39,562 +25%
Principal Financial Group
20
Principal Financial Group
Iowa
$7.71M -$266K -6,621 -3%
Goldman Sachs
21
Goldman Sachs
New York
$5.89M +$52.2K +1,300 +0.9%
WGCA
22
Wolf Group Capital Advisors
Virginia
$5.85M +$3.82M +95,091 +205%
BCM
23
Bridgeway Capital Management
Texas
$5.65M
Prudential Financial
24
Prudential Financial
New Jersey
$5.57M -$816K -20,308 -13%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$5.4M -$703K -17,500 -12%

EIG Hedge Fund Activity: Q4 2021 in Review

161 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Employers Holdings (EIG) for Q4 2021, worth a combined $897M — up 4.2% from $861M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EIG positions and 9 closed out — a net gain of 14 holders — while 51 added to existing stakes and 64 trimmed.

The largest buyer was Ameriprise, adding an estimated $6.75M. The largest seller was Bank of Montreal, cutting an estimated $14.7M.

  • 161 institutional investors held Employers Holdings (EIG) as of Q4 2021, up from 147 in Q3 2021.
  • Funds reported $897M of Employers Holdings stock for Q4 2021, up 4.2% quarter-over-quarter.
  • 23 funds opened new Employers Holdings positions in Q4 2021 and 9 closed out, a net change of +14 holders.
  • The largest Employers Holdings buyer in Q4 2021 was Ameriprise, an estimated $6.75M added.
  • The largest Employers Holdings seller in Q4 2021 was Bank of Montreal, an estimated $14.7M sold.

Based on aggregated 13F filings for Q4 2021.