Insight Enterprises
NSIT
200 hedge funds and large institutions have $1.86B invested in Insight Enterprises in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 86 reducing their positions, and 35 closing their positions.
15% more capital invested
Capital invested by funds: $1.62B → $1.86B (+$248M)
0.64% less ownership
Funds ownership: 108.73% → 108.09% (-0.64%)
5% less funds holding
Funds holding: 210 → 200 (-10)
20% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 86
23% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 35
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $315K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$45.3M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$11.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$7.77M |
| 4 |
JP Morgan Chase
New York
|
+$6.9M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
+$5.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$26.7M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$10.9M |
| 3 |
Millennium Management
New York
|
-$7.28M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$6.33M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$6.2M |
NSIT Hedge Fund Activity: Q2 2020 in Review
200 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Insight Enterprises (NSIT) for Q2 2020, worth a combined $1.86B — up 15% from $1.62B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of NSIT and 27 opened new positions — a net loss of 8 holders — while 86 trimmed existing stakes and 69 added.
The largest buyer was Fidelity Investments, adding an estimated $45.3M. The largest seller was Northern Trust, cutting an estimated $26.7M.
- 200 institutional investors held Insight Enterprises (NSIT) as of Q2 2020, down from 210 in Q1 2020.
- Funds reported $1.86B of Insight Enterprises stock for Q2 2020, up 15% quarter-over-quarter.
- 27 funds opened new Insight Enterprises positions in Q2 2020 and 35 closed out, a net change of -8 holders.
- The largest Insight Enterprises buyer in Q2 2020 was Fidelity Investments, an estimated $45.3M added.
- The largest Insight Enterprises seller in Q2 2020 was Northern Trust, an estimated $26.7M sold.
Based on aggregated 13F filings for Q2 2020.