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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

274% more call options, than puts

Call options by funds: $3.09M | Put options by funds: $826K

70% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 27

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

20% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 105

11% more capital invested

Capital invested by funds: $3.79B → $4.21B (+$417M)

5% more funds holding

Funds holding: 318333 (+15)

1.4% more ownership

Funds ownership: 89.79%91.19% (+1.4%)

Holders
333
Holders Change
+15
Holders Change %
+4.72%
% of All Funds
5.31%
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
Change in
Stake
Nomura Asset Management
276
Nomura Asset Management
Japan
$29.2K
CAL
277
Capital Analysts LLC
Pennsylvania
$26K -$7.95K -68 -24%
TWA
278
TCI Wealth Advisors
Arizona
$24.7K
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$24.3K -$2.81K -24 -11%
S
280
SignatureFD
Georgia
$23.2K +$3.39K +29 +18%
C
281
Covestor
United Kingdom
$23K +$4.21K +36 +23%
CA
282
Crewe Advisors
Utah
$20.8K
CCM
283
Chilton Capital Management
Texas
$20.7K +$19.9K +170 New
SIC
284
Salem Investment Counselors
North Carolina
$20.4K
ASN
285
Advisory Services Network
Georgia
$20.1K
CA
286
Centerpoint Advisors
Massachusetts
$18K
QCG
287
Quadrant Capital Group
Ohio
$15K +$935 +8 +7%
GRP
288
Global Retirement Partners
California
$12.5K
GWM
289
Geneos Wealth Management
Colorado
$12.2K +$11.7K +100 New
POIA
290
Pin Oak Investment Advisors
Texas
$12K -$1.17K -10 -9%
STCOSD
291
Sageworth Trust Company of South Dakota
South Dakota
$10.9K
SWA
292
Sutton Wealth Advisors
Florida
$10.3K +$234 +2 +2%
HCP
293
Hexagon Capital Partners
Arkansas
$9.48K +$1.17K +10 +15%
GIA
294
GHP Investment Advisors
Colorado
$8.63K
AAP
295
Arax Advisory Partners
Colorado
$7.57K +$935 +8 +15%
FCMT
296
Founders Capital Management (Texas)
Texas
$7K
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$7K +$117 +1 +2%
MCM
298
Manchester Capital Management
Vermont
$6.93K
LC
299
Lindbrook Capital
California
$5.59K +$351 +3 +7%
JWA
300
JFS Wealth Advisors
Pennsylvania
$5.35K -$585 -5 -10%

NSP Hedge Fund Activity: Q1 2023 in Review

333 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Insperity (NSP) for Q1 2023, worth a combined $4.21B — up 11% from $3.79B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NSP positions and 27 closed out — a net gain of 19 holders — while 126 added to existing stakes and 105 trimmed.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $27.3M. The largest seller was Charles Schwab, cutting an estimated $65.4M.

  • 333 institutional investors held Insperity (NSP) as of Q1 2023, up from 318 in Q4 2022.
  • Funds reported $4.21B of Insperity stock for Q1 2023, up 11% quarter-over-quarter.
  • 46 funds opened new Insperity positions in Q1 2023 and 27 closed out, a net change of +19 holders.
  • The largest Insperity buyer in Q1 2023 was Assenagon Asset Management, an estimated $27.3M added.
  • The largest Insperity seller in Q1 2023 was Charles Schwab, an estimated $65.4M sold.

Based on aggregated 13F filings for Q1 2023.