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Insight Enterprises

220 hedge funds and large institutions have $1.45B invested in Insight Enterprises in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $261K | Put options by funds: $89K

21% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 71

6% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 32

0% more funds holding

Funds holding: 219220 (+1)

0.43% more ownership

Funds ownership: 99.63%100.06% (+0.43%)

24% less capital invested

Capital invested by funds: $1.91B → $1.45B (-$463M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
34
Increased
86
Reduced
71
Closed
32
Calls
$261K
Puts
$89K
Net Calls
+$172K
Net Calls Change
+$307K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$215M +$5.44M +118,003 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$160M +$7.49M +162,494 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$123M -$246K -5,332 -0.2%
Northern Trust
4
Northern Trust
Illinois
$61.7M -$24.9K -541 -0%
Aberdeen Group
5
Aberdeen Group
United Kingdom
$46.1M +$1.57M +34,131 +3%
State Street
6
State Street
Massachusetts
$44.6M -$967K -20,998 -2%
Boston Partners
7
Boston Partners
Massachusetts
$42.2M +$1.58M +34,254 +3%
FCM
8
Frontier Capital Management
Massachusetts
$39.7M -$3.96K -86 -0%
Goldman Sachs
9
Goldman Sachs
New York
$35.7M +$12.2M +265,622 +44%
Pzena Investment Management
10
Pzena Investment Management
New York
$33.2M -$2.47M -53,527 -6%
Invesco
11
Invesco
Georgia
$31.4M +$7.97M +173,068 +29%
LSV Asset Management
12
LSV Asset Management
Illinois
$31.3M +$3.23M +70,063 +10%
PCMI
13
Paradigm Capital Management Inc
New York
$26.8M +$143K +3,100 +0.5%
JP Morgan Chase
14
JP Morgan Chase
New York
$24.5M -$350K -7,597 -1%
Charles Schwab
15
Charles Schwab
California
$21.5M -$669K -14,519 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$19.9M +$769K +16,701 +4%
RA
17
Royce & Associates
New York
$19.5M -$711K -15,434 -3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$19.4M +$1M +21,729 +5%
Norges Bank
19
Norges Bank
Norway
$18.6M
Fidelity Investments
20
Fidelity Investments
Massachusetts
$18.5M -$1.39M -30,200 -6%
TA
21
Teachers Advisors
New York
$18.3M +$266K +5,783 +1%
TCIM
22
TIAA CREF Investment Management
New York
$15.9M -$3.77M -81,746 -17%
MCM
23
Matarin Capital Management
New York
$14M -$49.7K -1,078 -0.3%
PAM
24
Panagora Asset Management
Massachusetts
$14M +$2.09M +45,351 +15%
Ameriprise
25
Ameriprise
Minnesota
$13.3M +$2.58M +55,988 +21%

NSIT Hedge Fund Activity: Q4 2018 in Review

220 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Insight Enterprises (NSIT) for Q4 2018, worth a combined $1.45B — down 24% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NSIT positions and 32 closed out — a net gain of 2 holders — while 86 added to existing stakes and 71 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $12.2M. The largest seller was Deutsche Bank, cutting an estimated $14.4M.

  • 220 institutional investors held Insight Enterprises (NSIT) as of Q4 2018, up from 219 in Q3 2018.
  • Funds reported $1.45B of Insight Enterprises stock for Q4 2018, down 24% quarter-over-quarter.
  • 34 funds opened new Insight Enterprises positions in Q4 2018 and 32 closed out, a net change of +2 holders.
  • The largest Insight Enterprises buyer in Q4 2018 was Goldman Sachs, an estimated $12.2M added.
  • The largest Insight Enterprises seller in Q4 2018 was Deutsche Bank, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2018.