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Employers Holdings

184 hedge funds and large institutions have $854M invested in Employers Holdings in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 70 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

446% more call options, than puts

Call options by funds: $142K | Put options by funds: $26K

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

16% more capital invested

Capital invested by funds: $739M → $854M (+$116M)

10% more funds holding

Funds holding: 167184 (+17)

2.5% more ownership

Funds ownership: 78.33%80.83% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 70

Holders
184
Holders Change
+17
Holders Change %
+10.18%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
62
Reduced
70
Closed
9
Calls
$142K
Puts
$26K
Net Calls
+$116K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$167M -$5.35M -129,993 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$138M +$2.75M +66,681 +2%
State Street
3
State Street
Massachusetts
$42.4M -$1.25M -30,396 -3%
Charles Schwab
4
Charles Schwab
California
$34.5M +$2.22M +53,905 +7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$34.4M -$989K -24,033 -3%
Northern Trust
6
Northern Trust
Illinois
$26.7M +$579K +14,076 +2%
Goldman Sachs
7
Goldman Sachs
New York
$26.5M +$705K +17,125 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$21.6M +$863K +20,951 +4%
Ameriprise
9
Ameriprise
Minnesota
$21.4M -$752K -18,276 -4%
Millennium Management
10
Millennium Management
New York
$21M +$10.5M +255,104 +110%
JP Morgan Chase
11
JP Morgan Chase
New York
$14.4M +$4.65M +113,042 +51%
Renaissance Technologies
12
Renaissance Technologies
New York
$13.9M -$531K -12,900 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$13.6M -$244K -5,938 -2%
Boston Partners
14
Boston Partners
Massachusetts
$13M -$6.9M -167,513 -36%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$11.8M -$516K -12,535 -4%
EAM
16
Eagle Asset Management
Florida
$11.5M -$476K -11,574 -4%
N
17
Nuveen
North Carolina
$11.4M +$3.53M +85,807 +48%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$10.6M +$480K +11,650 +5%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$10.6M -$86.3K -2,097 -0.8%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$10.3M +$1.95M +47,337 +25%
Invesco
21
Invesco
Georgia
$10.1M -$7.94M -192,842 -45%
Morgan Stanley
22
Morgan Stanley
New York
$9.62M +$1.99M +48,322 +28%
Norges Bank
23
Norges Bank
Norway
$9.33M +$4.17M +101,300 +88%
Citadel Advisors
24
Citadel Advisors
Florida
$8.09M +$1.59M +38,531 +26%
American Century Companies
25
American Century Companies
Missouri
$7.44M +$1.15M +27,822 +19%

EIG Hedge Fund Activity: Q4 2022 in Review

184 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Employers Holdings (EIG) for Q4 2022, worth a combined $854M — up 16% from $739M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EIG positions and 9 closed out — a net gain of 18 holders — while 62 added to existing stakes and 70 trimmed.

The largest buyer was Millennium Management, adding an estimated $10.5M. The largest seller was Invesco, cutting an estimated $7.94M.

  • 184 institutional investors held Employers Holdings (EIG) as of Q4 2022, up from 167 in Q3 2022.
  • Funds reported $854M of Employers Holdings stock for Q4 2022, up 16% quarter-over-quarter.
  • 27 funds opened new Employers Holdings positions in Q4 2022 and 9 closed out, a net change of +18 holders.
  • The largest Employers Holdings buyer in Q4 2022 was Millennium Management, an estimated $10.5M added.
  • The largest Employers Holdings seller in Q4 2022 was Invesco, an estimated $7.94M sold.

Based on aggregated 13F filings for Q4 2022.