Insight Enterprises
NSIT
169 hedge funds and large institutions have $924M invested in Insight Enterprises in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 7 closing their positions.
286% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 7
20% more capital invested
Capital invested by funds: $772M → $924M (+$152M)
13% more funds holding
Funds holding: 149 → 169 (+20)
5% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 61
38% less call options, than puts
Call options by funds: $183K | Put options by funds: $296K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Third Avenue Management
New York
|
+$5.27M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$5.2M |
| 3 |
LG
Leuthold Group
Minneapolis,
Minnesota
|
+$3.53M |
| 4 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$2.88M |
| 5 |
Renaissance Technologies
New York
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$14.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.69M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$6.3M |
| 4 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$4.02M |
| 5 |
GAM
Gotham Asset Management
New York
|
-$2.77M |
NSIT Hedge Fund Activity: Q4 2013 in Review
169 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Insight Enterprises (NSIT) for Q4 2013, worth a combined $924M — up 20% from $772M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new NSIT positions and 7 closed out — a net gain of 20 holders — while 64 added to existing stakes and 61 trimmed.
The largest buyer was Third Avenue Management, adding an estimated $5.27M. The largest seller was Frontier Capital Management, cutting an estimated $14.9M.
- 169 institutional investors held Insight Enterprises (NSIT) as of Q4 2013, up from 149 in Q3 2013.
- Funds reported $924M of Insight Enterprises stock for Q4 2013, up 20% quarter-over-quarter.
- 27 funds opened new Insight Enterprises positions in Q4 2013 and 7 closed out, a net change of +20 holders.
- The largest Insight Enterprises buyer in Q4 2013 was Third Avenue Management, an estimated $5.27M added.
- The largest Insight Enterprises seller in Q4 2013 was Frontier Capital Management, an estimated $14.9M sold.
Based on aggregated 13F filings for Q4 2013.