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Employers Holdings

173 hedge funds and large institutions have $901M invested in Employers Holdings in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 68 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,568% more call options, than puts

Call options by funds: $417K | Put options by funds: $25K

5% more capital invested

Capital invested by funds: $854M → $901M (+$46.1M)

3% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 66

1.26% less ownership

Funds ownership: 80.83%79.57% (-1.3%)

6% less funds holding

Funds holding: 184173 (-11)

45% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 22

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
173
Holders Change
-11
Holders Change %
-5.98%
% of All Funds
2.76%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
68
Reduced
66
Closed
22
Calls
$417K
Puts
$25K
Net Calls
+$392K
Net Calls Change
+$276K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$166M +$4.69M +109,450 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$137M +$2.83M +66,119 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$89M -$1.22M -28,456 -1%
State Street
4
State Street
Massachusetts
$41.8M +$803K +18,755 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$33M -$232K -5,424 -0.7%
Northern Trust
6
Northern Trust
Illinois
$25.1M -$686K -16,024 -3%
Goldman Sachs
7
Goldman Sachs
New York
$22.5M -$3.13M -73,196 -12%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$21.8M +$962K +22,476 +4%
Ameriprise
9
Ameriprise
Minnesota
$20.5M -$156K -3,635 -0.7%
JP Morgan Chase
10
JP Morgan Chase
New York
$17.9M +$4.09M +95,574 +29%
Millennium Management
11
Millennium Management
New York
$17.3M -$3.1M -72,357 -15%
Charles Schwab
12
Charles Schwab
California
$15.6M -$18.1M -423,783 -53%
Boston Partners
13
Boston Partners
Massachusetts
$13.6M +$1.11M +25,946 +9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$13.1M -$116K -2,712 -0.9%
Renaissance Technologies
15
Renaissance Technologies
New York
$13.1M -$381K -8,900 -3%
N
16
Nuveen
North Carolina
$13M +$2.02M +47,226 +18%
Morgan Stanley
17
Morgan Stanley
New York
$11.4M +$2.14M +50,021 +22%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$11.3M -$100K -2,344 -0.9%
EAM
19
Eagle Asset Management
Florida
$11.1M +$29.6K +691 +0.3%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$10.5M +$176K +4,100 +2%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$10.5M +$248K +5,794 +2%
Invesco
22
Invesco
Georgia
$10.2M +$457K +10,662 +5%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$10.2M +$161K +3,765 +2%
American Century Companies
24
American Century Companies
Missouri
$8.72M +$1.56M +36,528 +21%
Citadel Advisors
25
Citadel Advisors
Florida
$8.62M +$822K +19,206 +10%

EIG Hedge Fund Activity: Q1 2023 in Review

173 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Employers Holdings (EIG) for Q1 2023, worth a combined $901M — up 5.4% from $854M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of EIG and 12 opened new positions — a net loss of 10 holders — while 66 trimmed existing stakes and 68 added.

The largest buyer was BlackRock, adding an estimated $4.69M. The largest seller was Charles Schwab, cutting an estimated $18.1M.

  • 173 institutional investors held Employers Holdings (EIG) as of Q1 2023, down from 184 in Q4 2022.
  • Funds reported $901M of Employers Holdings stock for Q1 2023, up 5.4% quarter-over-quarter.
  • 12 funds opened new Employers Holdings positions in Q1 2023 and 22 closed out, a net change of -10 holders.
  • The largest Employers Holdings buyer in Q1 2023 was BlackRock, an estimated $4.69M added.
  • The largest Employers Holdings seller in Q1 2023 was Charles Schwab, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2023.