Insight Enterprises
NSIT
242 hedge funds and large institutions have $3.75B invested in Insight Enterprises in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 103 reducing their positions, and 34 closing their positions.
50% more call options, than puts
Call options by funds: $420K | Put options by funds: $280K
6% more capital invested
Capital invested by funds: $3.53B → $3.75B (+$222M)
0.62% more ownership
Funds ownership: 105.29% → 105.91% (+0.62%)
9% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 34
2% less funds holding
Funds holding: 246 → 242 (-4)
29% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 103
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
+$176M |
| 2 |
TAM
Timucuan Asset Management
Jacksonville,
Florida
|
+$13.1M |
| 3 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$12.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.99M |
| 5 |
1M
13D Management
New York
|
+$7.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$33.7M |
| 2 |
RA
Royce & Associates
New York
|
-$16.8M |
| 3 |
RI
Redwood Investments
Boston,
Massachusetts
|
-$13.2M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$11.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$11.6M |
NSIT Hedge Fund Activity: Q2 2021 in Review
242 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Insight Enterprises (NSIT) for Q2 2021, worth a combined $3.75B — up 6.3% from $3.53B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of NSIT and 31 opened new positions — a net loss of 3 holders — while 103 trimmed existing stakes and 73 added.
The largest buyer was ValueAct Holdings, adding an estimated $176M. The largest seller was BlackRock, cutting an estimated $33.7M.
- 242 institutional investors held Insight Enterprises (NSIT) as of Q2 2021, down from 246 in Q1 2021.
- Funds reported $3.75B of Insight Enterprises stock for Q2 2021, up 6.3% quarter-over-quarter.
- 31 funds opened new Insight Enterprises positions in Q2 2021 and 34 closed out, a net change of -3 holders.
- The largest Insight Enterprises buyer in Q2 2021 was ValueAct Holdings, an estimated $176M added.
- The largest Insight Enterprises seller in Q2 2021 was BlackRock, an estimated $33.7M sold.
Based on aggregated 13F filings for Q2 2021.