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Insperity

284 hedge funds and large institutions have $2.8B invested in Insperity in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-9
Holders Change %
-3.07%
% of All Funds
5%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
29
Increased
94
Reduced
114
Closed
35
Calls
$6.74M
Puts
$5.49M
Net Calls
+$1.25M
Net Calls Change
-$83K
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
251
Next Financial Group
Texas
$23K +$603 +7 +3%
GWM
252
Geneos Wealth Management
Colorado
$22K
SIC
253
Salem Investment Counselors
North Carolina
$14K +$14K +168 New
QT
254
Quantbot Technologies
New York
$14K +$14K +174 New
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$14K +$14K +176 New
EVM
256
Eaton Vance Management
Massachusetts
$11K +$11K +133 New
S
257
SignatureFD
Georgia
$9K
HIA
258
Harbor Investment Advisory
Maryland
$8K
WP
259
WealthShield Partners
North Carolina
$8K +$8K +100 New
AIG
260
American International Group
New York
$7.11K +$11 +134 +0.2%
HNB
261
Huntington National Bank
Ohio
$7K +$6.92K +83 +8,300%
CH
262
Canton Hathaway
Rhode Island
$7K +$7K +86 New
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$5K
Rockefeller Capital Management
264
Rockefeller Capital Management
New York
$4K -$741 -10 -16%
AssetMark Inc
265
AssetMark Inc
California
$4K -$89 -1 -2%
HPC
266
HM Payson & Co
Maine
$4K
IAIM
267
International Assets Investment Management
Florida
$3K
MCM
268
Manchester Capital Management
Vermont
$3K
ADIM
269
Alpha DNA Investment Management
Maryland
$3K +$929 +13 +45%
Nisa Investment Advisors
270
Nisa Investment Advisors
Missouri
$2.61K
ACM
271
Allred Capital Management
Texas
$2.43K +$2.43K +29 New
RFA
272
Reilly Financial Advisors
California
$2K
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$2K
VCM
274
Versant Capital Management
Arizona
$2K
MWC
275
MBM Wealth Consultants
Missouri
$2K