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Insperity

221 hedge funds and large institutions have $1.54B invested in Insperity in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 89 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+1
Holders Change %
+0.45%
% of All Funds
5.51%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
33
Increased
72
Reduced
89
Closed
25
Calls
$2.21M
Puts
$2.23M
Net Calls
-$19K
Net Calls Change
+$534K
Name Holding Trade Value Shares
Change
Shares
Change %
LNB
201
Ledyard National Bank
$39K
AIM
202
Advantage Investment Management
Iowa
$31K -$17.7K -400 -36%
CG
203
Cutler Group
California
$28K +$28K +640 New
DADC
204
D.A. Davidson & Co
Montana
$26K +$26K +594 New
US Bancorp
205
US Bancorp
Minnesota
$25K -$119K -2,722 -83%
FCMT
206
Founders Capital Management (Texas)
Texas
$25K +$25K +570 New
SWA
207
Sutton Wealth Advisors
Florida
$20.2K
WAM
208
Wealthspire Advisors (Maryland)
Maryland
$18K +$18K +400 New
HCM
209
Herndon Capital Management
Georgia
$16K +$4.4K +100 +38%
AG
210
Advisor Group
Arizona
$9K
FHA
211
First Horizon Advisors
Tennessee
$8K +$8K +188 New
EA
212
Edge Advisors
Georgia
$6K +$6K +136 New
GAM
213
Gemmer Asset Management
California
$4K
IA
214
IFP Advisors
Florida
$3K
MFW
215
Mosaic Family Wealth
Missouri
$3K
MCM
216
MV Capital Management
Maryland
$2K
TSW
217
Thompson Siegel & Walmsley
Virginia
$1K
CAM
218
ClariVest Asset Management
California
$1K
PFBT
219
Parkside Financial Bank & Trust
Missouri
$1K +$231 +6 +30%
KKAMG
220
Kernodle & Katon Asset Management Group
Arkansas
$1K +$1K +16 New
Walleye Trading
221
Walleye Trading
New York
$27 -$23 -502 -46%
Parnassus Investments
222
Parnassus Investments
California
-$16.8M -474,740 Closed
RRAM
223
River Road Asset Management
Kentucky
-$11.9M -336,284 Closed
HAI
224
Hennessy Advisors Inc
California
-$5.73M -161,600 Closed
CIM
225
Calvert Investment Management
Maryland
-$2.69M -75,736 Closed