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Insperity

325 hedge funds and large institutions have $3.33B invested in Insperity in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 115 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-7
Holders Change %
-2.11%
% of All Funds
5.18%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
46
Increased
115
Reduced
127
Closed
52
Calls
$4.22M
Puts
$2.91M
Net Calls
+$1.31M
Net Calls Change
-$4.17M
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
251
Blue Trust Inc
Georgia
$210K +$192K +1,616 +1,056%
CCM
252
Coldstream Capital Management
Washington
$209K -$4.59K -47 -2%
MLICM
253
Metropolitan Life Insurance Company (MetLife)
New York
$205K +$10.3K +106 +5%
CFGS
254
Concourse Financial Group Securities
Alabama
$195K +$19.4K +199 +11%
DP
255
Dundas Partners
United Kingdom
$189K
TRCT
256
Tower Research Capital (TRC)
New York
$170K -$287K -2,941 -63%
Ohio Public Employees Retirement System (OPERS)
257
Ohio Public Employees Retirement System (OPERS)
Ohio
$158K +$1.27K +13 +0.8%
IA
258
IFP Advisors
Florida
$144K -$3.91K -40 -3%
FHA
259
First Horizon Advisors
Tennessee
$138K +$25.4K +260 +23%
SS
260
Sunbelt Securities
Texas
$109K +$293 +3 +0.3%
VAG
261
VisionPoint Advisory Group
Texas
$104K +$104K +1,070 New
Lazard Asset Management
262
Lazard Asset Management
New York
$95K +$1.55K +16 +2%
NA
263
NewEdge Advisors
Louisiana
$86.7K -$722K -7,397 -89%
CI Investments Inc
264
CI Investments Inc
Ontario, Canada
$75K +$1.37K +14 +2%
Robeco Institutional Asset Management
265
Robeco Institutional Asset Management
Netherlands
$69.1K -$307K -3,146 -82%
CFB
266
Cullen/Frost Bankers
Texas
$58.6K
UB
267
UMB Bank
Missouri
$58K
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$51K +$11.5K +118 +29%
KBC Group
269
KBC Group
Belgium
$51K +$51K +521 New
ACM
270
Aquatic Capital Management
Illinois
$49K +$49K +500 New
DekaBank Deutsche Girozentrale
271
DekaBank Deutsche Girozentrale
Germany
$47K +$47K +483 New
C
272
Covestor
United Kingdom
$46K +$7.8K +80 +20%
TCPG
273
Trivant Custom Portfolio Group
California
$43.9K +$43.9K +450 New
PPC
274
Park Place Capital
Alabama
$40.9K +$4.39K +45 +12%
WIM
275
Westside Investment Management
California
$25K