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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
Assenagon Asset Management
26
Assenagon Asset Management
Luxembourg
$28.3M +$27.3M +233,157 New
Morgan Stanley
27
Morgan Stanley
New York
$28.1M +$8.29M +70,899 +44%
VHMC
28
Value Holdings Management Company
New York
$27.7M -$702K -6,000 -3%
BTW
29
Boston Trust Walden
Massachusetts
$26M +$749K +6,403 +3%
JP Morgan Chase
30
JP Morgan Chase
New York
$25.5M +$3M +25,674 +14%
Bank of America
31
Bank of America
North Carolina
$25.4M +$1.13M +9,628 +5%
AQR Capital Management
32
AQR Capital Management
Connecticut
$24.2M -$853K -7,299 -3%
BG
33
Bahl & Gaynor
Ohio
$23M +$3.09M +26,409 +16%
CSS
34
Cubist Systematic Strategies
Connecticut
$23M +$12.9M +109,948 +139%
Goldman Sachs
35
Goldman Sachs
New York
$22.9M +$2.85M +24,333 +15%
PAM
36
Panagora Asset Management
Massachusetts
$22.2M +$1.5M +12,793 +8%
Wells Fargo
37
Wells Fargo
California
$21.7M +$1.32M +11,301 +7%
N
38
Nuveen
North Carolina
$21.6M -$682K -5,830 -3%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$17.8M +$2.62M +22,396 +18%
Principal Financial Group
40
Principal Financial Group
Iowa
$17.7M -$86.4K -739 -0.5%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$17.3M +$1.27M +10,837 +8%
Nordea Investment Management
42
Nordea Investment Management
Sweden
$16.4M -$231K -1,978 -1%
Man Group
43
Man Group
United Kingdom
$15.8M -$18.6M -159,137 Closed
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$15.6M -$3.52M -30,105 -19%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$14.7M +$35.7K +305 +0.3%
SI
46
Scout Investments
Missouri
$14.5M -$164K -1,403 -1%
Ameriprise
47
Ameriprise
Minnesota
$14.1M -$84.7K -724 -0.6%
Invesco
48
Invesco
Georgia
$13.6M -$9.03M -77,209 -41%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$13.4M -$1.44M -12,300 -10%
Loomis, Sayles & Company
50
Loomis, Sayles & Company
Massachusetts
$12.8M -$708K -6,057 -5%