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Insight Enterprises

228 hedge funds and large institutions have $2.82B invested in Insight Enterprises in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 95 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $2.1B → $2.82B (+$725M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

2% more funds holding

Funds holding: 223228 (+5)

0.18% less ownership

Funds ownership: 105.65%105.47% (-0.18%)

25% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 95

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $510K

Holders
228
Holders Change
+5
Holders Change %
+2.24%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
28
Increased
71
Reduced
95
Closed
23
Calls
Puts
$510K
Net Calls
-$510K
Net Calls Change
-$510K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$440M +$41.6M +617,377 +12%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$397M +$648K +9,613 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$284M +$5.38M +79,779 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$195M -$4.03M -59,812 -2%
VNIM
5
Vaughan Nelson Investment Management
Texas
$105M +$2M +29,680 +2%
State Street
6
State Street
Massachusetts
$89.8M +$2.24M +33,277 +3%
Northern Trust
7
Northern Trust
Illinois
$78.6M -$836K -12,401 -1%
FMI
8
Fiduciary Management Inc
Wisconsin
$67.5M +$3.24M +48,060 +6%
Boston Partners
9
Boston Partners
Massachusetts
$67.2M -$4.66M -69,213 -7%
FCM
10
Frontier Capital Management
Massachusetts
$64.8M -$854K -12,671 -1%
PCMI
11
Paradigm Capital Management Inc
New York
$48.6M -$263K -3,900 -0.6%
JP Morgan Chase
12
JP Morgan Chase
New York
$46.9M +$6.77M +100,548 +19%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$45.7M +$2.21M +32,756 +6%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$41.6M +$19.7M +293,099 +116%
LSV Asset Management
15
LSV Asset Management
Illinois
$41.4M -$3.86M -57,300 -10%
Norges Bank
16
Norges Bank
Norway
$39.9M +$1.21M +17,979 +4%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$39.7M -$1.48M -21,991 -4%
RA
18
Royce & Associates
New York
$36.3M +$1.5M +22,240 +5%
Bank of America
19
Bank of America
North Carolina
$34M -$5.06M -75,135 -14%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$32.2M -$224K -3,328 -0.8%
N
21
Nuveen
North Carolina
$29.7M -$1.32M -19,550 -5%
Invesco
22
Invesco
Georgia
$29M -$30.7M -455,589 -54%
Wells Fargo
23
Wells Fargo
California
$23.3M -$642K -9,532 -3%
RI
24
Redwood Investments
Massachusetts
$22.9M -$348K -5,171 -2%
ACB
25
Aristotle Capital Boston
Massachusetts
$20.8M -$1.72M -25,517 -9%

NSIT Hedge Fund Activity: Q4 2020 in Review

228 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Insight Enterprises (NSIT) for Q4 2020, worth a combined $2.82B — up 35% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NSIT positions and 23 closed out — a net gain of 5 holders — while 71 added to existing stakes and 95 trimmed.

The largest buyer was BlackRock, adding an estimated $41.6M. The largest seller was Invesco, cutting an estimated $30.7M.

  • 228 institutional investors held Insight Enterprises (NSIT) as of Q4 2020, up from 223 in Q3 2020.
  • Funds reported $2.82B of Insight Enterprises stock for Q4 2020, up 35% quarter-over-quarter.
  • 28 funds opened new Insight Enterprises positions in Q4 2020 and 23 closed out, a net change of +5 holders.
  • The largest Insight Enterprises buyer in Q4 2020 was BlackRock, an estimated $41.6M added.
  • The largest Insight Enterprises seller in Q4 2020 was Invesco, an estimated $30.7M sold.

Based on aggregated 13F filings for Q4 2020.