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Employers Holdings

183 hedge funds and large institutions have $815M invested in Employers Holdings in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,575% more call options, than puts

Call options by funds: $441K | Put options by funds: $12K

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

3% more funds holding

Funds holding: 177183 (+6)

1.83% more ownership

Funds ownership: 78.55%80.38% (+1.8%)

0% less capital invested

Capital invested by funds: $819M → $815M (-$3.8M)

24% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 78

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
183
Holders Change
+6
Holders Change %
+3.39%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
59
Reduced
78
Closed
15
Calls
$441K
Puts
$12K
Net Calls
+$429K
Net Calls Change
+$45K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$146M -$4.62M -118,819 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$124M +$661K +16,997 +0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$82.3M +$1.06M +27,320 +1%
State Street
4
State Street
Massachusetts
$39.9M +$1.86M +47,785 +5%
Morgan Stanley
5
Morgan Stanley
New York
$25M +$16.3M +418,700 +195%
Northern Trust
6
Northern Trust
Illinois
$23.5M -$94.7K -2,434 -0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$21.7M +$270K +6,947 +1%
Goldman Sachs
8
Goldman Sachs
New York
$20.1M -$1.01M -25,856 -5%
LSV Asset Management
9
LSV Asset Management
Illinois
$19.8M +$11.5M +295,143 +142%
Charles Schwab
10
Charles Schwab
California
$16.7M +$1.03M +26,555 +7%
N
11
Nuveen
North Carolina
$16M -$40.7K -1,047 -0.3%
Invesco
12
Invesco
Georgia
$12.7M +$1.3M +33,402 +12%
Renaissance Technologies
13
Renaissance Technologies
New York
$12.1M -$736K -18,909 -6%
Boston Partners
14
Boston Partners
Massachusetts
$11.9M -$411K -10,569 -3%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$11.5M +$471K +12,100 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$11.3M -$347K -8,921 -3%
American Century Companies
17
American Century Companies
Missouri
$11.1M +$1.73M +44,482 +19%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$10.4M -$1.42M -36,619 -12%
Ameriprise
19
Ameriprise
Minnesota
$10M -$777K -19,988 -7%
AQR Capital Management
20
AQR Capital Management
Connecticut
$9.4M +$1.76M +45,230 +23%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$9.24M +$16.5K +425 +0.2%
Millennium Management
22
Millennium Management
New York
$8.27M -$4.08M -104,961 -33%
EAM
23
Eagle Asset Management
Florida
$7.43M -$3.78M -97,201 -34%
Robeco Institutional Asset Management
24
Robeco Institutional Asset Management
Netherlands
$7.34M +$1.91K +49 +0%
Norges Bank
25
Norges Bank
Norway
$7.31M +$1.61M +41,500 +29%

EIG Hedge Fund Activity: Q4 2023 in Review

183 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Employers Holdings (EIG) for Q4 2023, worth a combined $815M — down 0.46% from $819M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new EIG positions and 15 closed out — a net gain of 7 holders — while 59 added to existing stakes and 78 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.3M. The largest seller was Bank of Montreal, exiting entirely with an estimated $7.62M sold.

  • 183 institutional investors held Employers Holdings (EIG) as of Q4 2023, up from 177 in Q3 2023.
  • Funds reported $815M of Employers Holdings stock for Q4 2023, down 0.46% quarter-over-quarter.
  • 22 funds opened new Employers Holdings positions in Q4 2023 and 15 closed out, a net change of +7 holders.
  • The largest Employers Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $16.3M added.
  • The largest Employers Holdings seller in Q4 2023 was Bank of Montreal, an estimated $7.62M sold.

Based on aggregated 13F filings for Q4 2023.