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Employers Holdings

162 hedge funds and large institutions have $904M invested in Employers Holdings in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

2% more capital invested

Capital invested by funds: $890M → $904M (+$13.9M)

0.41% less ownership

Funds ownership: 78.28%77.88% (-0.41%)

2% less funds holding

Funds holding: 165162 (-3)

12% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 66

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
162
Holders Change
-3
Holders Change %
-1.82%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
58
Reduced
66
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$167M -$3.33M -81,517 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$131M +$221K +5,394 +0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$91M -$522K -12,770 -0.6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$50.3M -$14.7M -360,599 -23%
State Street
5
State Street
Massachusetts
$43.5M +$517K +12,634 +1%
Charles Schwab
6
Charles Schwab
California
$29.1M +$2M +48,808 +8%
Northern Trust
7
Northern Trust
Illinois
$25.5M -$358K -8,749 -1%
Ameriprise
8
Ameriprise
Minnesota
$25.3M -$1.56M -38,114 -6%
Goldman Sachs
9
Goldman Sachs
New York
$20.1M +$750K +18,333 +4%
Boston Partners
10
Boston Partners
Massachusetts
$20M +$346K +8,454 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$19.9M +$171K +4,179 +0.9%
Invesco
12
Invesco
Georgia
$17.4M +$2.28M +55,871 +16%
Renaissance Technologies
13
Renaissance Technologies
New York
$13.8M +$613K +15,000 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$12.8M -$477K -11,663 -4%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$11.8M -$671K -16,410 -5%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$10.9M +$1.36M +33,290 +15%
Victory Capital Management
17
Victory Capital Management
Texas
$10.1M +$5.49M +134,344 +127%
JP Morgan Chase
18
JP Morgan Chase
New York
$9.76M +$615K +15,051 +7%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$8.81M -$507K -12,395 -6%
EAM
20
Eagle Asset Management
Florida
$8.72M +$8.51M +208,245 New
HSBC Holdings
21
HSBC Holdings
United Kingdom
$8.47M +$3.5M +85,625 +74%
Morgan Stanley
22
Morgan Stanley
New York
$7.65M +$3.31M +80,918 +80%
N
23
Nuveen
North Carolina
$7.63M +$3.02M +73,927 +68%
RA
24
Royce & Associates
New York
$7.61M -$1.65M -40,422 -18%
Principal Financial Group
25
Principal Financial Group
Iowa
$7.18M -$548K -13,405 -7%

EIG Hedge Fund Activity: Q2 2022 in Review

162 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Employers Holdings (EIG) for Q2 2022, worth a combined $904M — up 1.6% from $890M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EIG positions and 13 closed out — a net gain of 1 holder — while 58 added to existing stakes and 66 trimmed.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $8.51M. The largest seller was Fidelity Investments, cutting an estimated $14.7M.

  • 162 institutional investors held Employers Holdings (EIG) as of Q2 2022, down from 165 in Q1 2022.
  • Funds reported $904M of Employers Holdings stock for Q2 2022, up 1.6% quarter-over-quarter.
  • 14 funds opened new Employers Holdings positions in Q2 2022 and 13 closed out, a net change of +1 holder.
  • The largest Employers Holdings buyer in Q2 2022 was Eagle Asset Management, an estimated $8.51M added.
  • The largest Employers Holdings seller in Q2 2022 was Fidelity Investments, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2022.