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Insperity

333 hedge funds and large institutions have $4.21B invested in Insperity in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 126 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+15
Holders Change %
+4.72%
% of All Funds
5.33%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
46
Increased
126
Reduced
105
Closed
27
Calls
$3.09M
Puts
$826K
Net Calls
+$2.26M
Net Calls Change
-$534K
Name Holding Trade Value Shares
Change
Shares
Change %
Schroder Investment Management Group
251
Schroder Investment Management Group
United Kingdom
$219K +$219K +1,803 New
VPIM
252
Vanguard Personalized Indexing Management
California
$218K +$218K +1,825 New
IFU
253
iSAM Funds (UK)
United Kingdom
$217K +$217K +1,786 New
SC
254
Skylands Capital
Wisconsin
$207K
HighTower Advisors
255
HighTower Advisors
Illinois
$203K -$322K -2,636 -61%
BFM
256
Boothbay Fund Management
New York
$202K +$202K +1,658 New
MYIA
257
Mount Yale Investment Advisors
Colorado
$201K +$201K +1,654 New
DP
258
Dundas Partners
United Kingdom
$200K -$23.8K -196 -11%
TRCT
259
Tower Research Capital (TRC)
New York
$189K +$20.3K +167 +12%
BAM
260
Belpointe Asset Management
Nevada
$154K +$4.01K +33 +3%
Lazard Asset Management
261
Lazard Asset Management
New York
$134K +$3.64K +30 +3%
CFB
262
Cullen/Frost Bankers
Texas
$134K
PMEF
263
Point72 Middle East FZE
United Arab Emirates
$124K +$124K +1,018 New
CMF
264
Counterpoint Mutual Funds
California
$119K +$119K +975 New
Toronto Dominion Bank
265
Toronto Dominion Bank
Ontario, Canada
$96K +$96K +790 New
FHA
266
First Horizon Advisors
Tennessee
$89.5K
CI Investments Inc
267
CI Investments Inc
Ontario, Canada
$86K +$1.21K +10 +1%
UB
268
UMB Bank
Missouri
$74.6K
BTI
269
Blue Trust Inc
Georgia
$67K +$38.9K +345 +139%
QL
270
Quarry LP
New York
$61.1K +$32.5K +267 +113%
CFGS
271
Concourse Financial Group Securities
Alabama
$58.3K +$3.65K +30 +7%
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$43.6K +$3.89K +32 +10%
IA
273
IFP Advisors
Florida
$39.4K -$1.92K -74 -5%
Ohio Public Employees Retirement System (OPERS)
274
Ohio Public Employees Retirement System (OPERS)
Ohio
$39K -$2.19K -18 -5%
WIM
275
Westside Investment Management
California
$31.1K