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Insperity
NSP

Overview Fund Activity

334 hedge funds and large institutions have $4.09B invested in Insperity in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 102 increasing their positions, 131 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+9
Holders Change %
+2.77%
% of All Funds
4.9%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
54
Increased
102
Reduced
131
Closed
42
Calls
$3.74M
Puts
$4M
Net Calls
-$263K
Net Calls Change
-$1.57M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$35.2M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$494M
4
SEI Investments
4
SEI Investments
Pennsylvania
$76.8M
5
EARNEST Partners
5
EARNEST Partners
Georgia
$144M

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$1.92M
2
BlackRock
2
BlackRock
New York
$626M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$1.6M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$111K
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
301
Sound Income Strategies
Florida
$6.04K – – –
WT
302
Washington Trust
Rhode Island
$5.77K +$5.77K +49 New
FFA
303
Farther Finance Advisors
California
$5.54K +$2.47K +21 +81%
AIC
304
Archer Investment Corporation
Indiana
$5.28K – – –
JWA
305
JFS Wealth Advisors
Pennsylvania
$5.16K – – –
WIA
306
Wetzel Investment Advisors
Indiana
$5K +$5K +40 New
CFO
307
CVA Family Office
Colorado
$4.69K +$4.69K +40 New
BWL
308
Bogart Wealth LLC
Virginia
$4.45K – – –
BIA
309
Bell Investment Advisors
California
$4.34K +$586 +5 +16%
KFI
310
Key Financial Inc
Pennsylvania
$4.22K – – –
Jones Financial Companies
311
Jones Financial Companies
Missouri
$3.87K +$3.17K +27 +450%
MCM
312
Manchester Capital Management
Vermont
$3.75K -$117 -1 -3%
VCM
313
Versant Capital Management
Arizona
$3.28K – – –
LC
314
Lindbrook Capital
California
$3.28K +$1.41K +12 +75%
CJ
315
Caitlin John
Michigan
$2.81K +$2.81K +24 New
DA
316
Denali Advisors
California
$2.7K -$1.41K -12 -34%
CTC
317
Central Trust Company
Missouri
$2.58K – – –
BFPW
318
BOK Financial Private Wealth
Colorado
$2.58K +$2.58K +22 New
AGWCA
319
Annis Gardner Whiting Capital Advisors
Florida
$2.46K – – –
FCA
320
FinTrust Capital Advisors
South Carolina
$2.03K – – –
MFT
321
Moisand Fitzgerald Tamayo
Florida
$1.88K – – –
PWMG
322
Private Wealth Management Group
New Jersey
$1.88K +$1.88K +16 New
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$1.76K -$117 -1 -6%
MRCM
324
M&R Capital Management
New Jersey
$1.76K – – –
AF
325
Allworth Financial
California
$1.64K -$1.41K -12 -46%
11 12
13
14 15