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Insperity

332 hedge funds and large institutions have $4.18B invested in Insperity in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 131 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
5.24%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
40
Increased
109
Reduced
131
Closed
40
Calls
$8.13M
Puts
$2.65M
Net Calls
+$5.48M
Net Calls Change
+$3.22M
Name Holding Trade Value Shares
Change
Shares
Change %
FB
176
Fulton Bank
Pennsylvania
$738K -$952 -8 -0.1%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$723K
PFO
178
Pathstone Family Office
New Jersey
$714K
YIH
179
Y-Intercept (HK)
Hong Kong
$713K +$713K +5,992 New
LTI
180
Laffer Tengler Investments
Tennessee
$712K +$2.38K +20 +0.3%
CG
181
Clifford Group
Massachusetts
$707K
LPL Financial
182
LPL Financial
California
$690K +$130K +1,092 +23%
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$652K
RWM
184
Ritholtz Wealth Management
New York
$641K -$3.21K -27 -0.5%
HighTower Advisors
185
HighTower Advisors
Illinois
$636K +$438K +3,678 +221%
X
186
Xponance
Pennsylvania
$630K -$54.6K -459 -8%
Neuberger Berman Group
187
Neuberger Berman Group
New York
$619K +$122K +1,025 +25%
OC
188
Oppenheimer & Co
New York
$608K
Handelsbanken Fonder
189
Handelsbanken Fonder
Sweden
$600K
OQS
190
Occudo Quantitative Strategies
Florida
$598K +$598K +5,028 New
AssetMark Inc
191
AssetMark Inc
California
$597K +$144K +1,207 +32%
WP
192
Woodline Partners
California
$578K -$37.5K -315 -6%
GC
193
Globeflex Capital
California
$575K -$21.3K -179 -4%
VHAM
194
Van Hulzen Asset Management
California
$569K +$103K +866 +22%
TRCT
195
Tower Research Capital (TRC)
New York
$557K +$372K +3,129 +202%
Bank of Nova Scotia
196
Bank of Nova Scotia
Ontario, Canada
$537K +$242K +2,036 +82%
SLWA
197
San Luis Wealth Advisors
California
$536K +$536K +4,503 New
SOADOR
198
State of Alaska Department of Revenue
Alaska
$529K -$53.3K -449 -9%
Cambridge Investment Research Advisors
199
Cambridge Investment Research Advisors
Iowa
$527K +$55K +462 +12%
TI
200
Tidal Investments
Wisconsin
$518K +$518K +4,357 New