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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 %
Creative Planning
301
Creative Planning
Kansas
$5.23K +$5.23K +43 New
BBHC
302
Brown Brothers Harriman & Co
New York
$5.11K +$5.11K +42 New
ST
303
Sageworth Trust
Pennsylvania
$4.98K
BWL
304
Bogart Wealth LLC
Virginia
$4.62K +$4.62K +38 New
BIA
305
Bell Investment Advisors
California
$3.89K
EI
306
Ellevest Inc
New York
$3.65K +$2.19K +18 +150%
VCM
307
Versant Capital Management
Arizona
$3.4K
MWC
308
MBM Wealth Consultants
Missouri
$3K
EWA
309
EverSource Wealth Advisors
Alabama
$2.8K -$4.55M -37,468 -100%
CTC
310
Central Trust Company
Missouri
$2.68K
DA
311
Denali Advisors
California
$2.67K +$729 +6 +38%
SC
312
Schubert & Co
Texas
$2.19K -$122 -1 -5%
PPC
313
Park Place Capital
Alabama
$2.07K
BFEC
314
Benjamin F. Edwards & Company
Missouri
$2K
SFG
315
Steward Financial Group
Texas
$2K +$1.13K +13 +130%
MFT
316
Moisand Fitzgerald Tamayo
Florida
$1.95K
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$1.95K
AAS
318
Ameritas Advisory Services
Nebraska
$1.84K +$1.84K +15 New
MRCM
319
M&R Capital Management
New Jersey
$1.82K +$1.82K +15 New
PTC
320
Private Trust Company
Ohio
$1.58K
FFA
321
Farther Finance Advisors
California
$1.34K +$1.34K +11 New
SIC
322
SJS Investment Consulting
Ohio
$973
ANBT
323
American National Bank & Trust
Texas
$972
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$972
CWC
325
Carolinas Wealth Consulting
North Carolina
$851 +$851 +7 New