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Ispire Technology

34 hedge funds and large institutions have $33.6M invested in Ispire Technology in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 2

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

206% more capital invested

Capital invested by funds: $11M → $33.6M (+$22.6M)

31% more funds holding

Funds holding: 2634 (+8)

2.92% more ownership

Funds ownership: 2.19%5.1% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

28% less call options, than puts

Call options by funds: $2.13M | Put options by funds: $2.95M

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
22
Reduced
2
Closed
1
Calls
$2.13M
Puts
$2.95M
Net Calls
-$818K
Net Calls Change
-$818K
Name Holding Trade Value Shares
Change
Change in
Stake
YRHAM
1
Yong Rong (HK) Asset Management
Hong Kong
$10.7M -$1.11M -108,862 -11%
BlackRock
2
BlackRock
New York
$9.5M +$7.38M +720,335 +1,142%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$2.68M +$1.79M +174,836 +376%
Northern Trust
4
Northern Trust
Illinois
$1.51M +$1.08M +105,591 +557%
Morgan Stanley
5
Morgan Stanley
New York
$1.35M +$1.03M +100,895 +961%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.33M +$1.13M +109,975 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$1.26M +$914K +89,241 +615%
AI
8
AdvisorShares Investments
Maryland
$969K +$818K +79,858 New
State Street
9
State Street
Massachusetts
$751K +$492K +48,031 +347%
Charles Schwab
10
Charles Schwab
California
$496K +$419K +40,909 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$490K +$298K +29,093 +258%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$464K +$392K +38,256 New
Barclays
13
Barclays
United Kingdom
$301K +$245K +23,907 +2,689%
Bank of America
14
Bank of America
North Carolina
$293K +$227K +22,139 +1,092%
UBS Group
15
UBS Group
Switzerland
$262K +$203K +19,832 +1,106%
JP Morgan Chase
16
JP Morgan Chase
New York
$246K +$189K +18,470 +1,044%
RhumbLine Advisers
17
RhumbLine Advisers
Massachusetts
$158K +$100K +9,763 +303%
MIM
18
MetLife Investment Management
New Jersey
$127K +$107K +10,483 New
AIG
19
American International Group
New York
$107K +$76.4K +7,460 +547%
Deutsche Bank
20
Deutsche Bank
Germany
$90.8K +$76.7K +7,486 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$80K +$61.8K +6,031 +1,053%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$79.3K
PMEF
23
Point72 Middle East FZE
United Arab Emirates
$77.5K +$65.4K +6,388 New
Wells Fargo
24
Wells Fargo
California
$54.1K +$40.3K +3,936 +747%
CSS
25
Cubist Systematic Strategies
Connecticut
$47.1K +$39.8K +3,885 New

ISPR Hedge Fund Activity: Q4 2023 in Review

34 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ispire Technology (ISPR) for Q4 2023, worth a combined $33.6M — up 206% from $11M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ISPR positions and 1 closed out — a net gain of 8 holders — while 22 added to existing stakes and 2 trimmed.

The largest buyer was BlackRock, adding an estimated $7.38M. The largest seller was Yong Rong (HK) Asset Management, cutting an estimated $1.11M.

  • 34 institutional investors held Ispire Technology (ISPR) as of Q4 2023, up from 26 in Q3 2023.
  • Funds reported $33.6M of Ispire Technology stock for Q4 2023, up 206% quarter-over-quarter.
  • 9 funds opened new Ispire Technology positions in Q4 2023 and 1 closed out, a net change of +8 holders.
  • The largest Ispire Technology buyer in Q4 2023 was BlackRock, an estimated $7.38M added.
  • The largest Ispire Technology seller in Q4 2023 was Yong Rong (HK) Asset Management, an estimated $1.11M sold.

Based on aggregated 13F filings for Q4 2023.