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Insperity

284 hedge funds and large institutions have $2.8B invested in Insperity in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-9
Holders Change %
-3.07%
% of All Funds
5%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
29
Increased
94
Reduced
114
Closed
35
Calls
$6.74M
Puts
$5.49M
Net Calls
+$1.25M
Net Calls Change
-$83K
Name Holding Trade Value Shares
Change
Shares
Change %
X
201
Xponance
Pennsylvania
$329K -$67.8K -809 -17%
JIP
202
Jaffetilchin Investment Partners
Florida
$327K -$183K -2,186 -36%
AWM
203
AE Wealth Management
Kansas
$321K -$2.18K -26 -0.7%
CWM
204
CIBC World Markets
New York
$320K +$320K +3,816 New
FCBT
205
First Citizens Bank & Trust
North Carolina
$307K -$67.4K -803 -18%
SAM
206
Shell Asset Management
Netherlands
$299K
SF
207
Symphony Financial
Texas
$294K -$111K -1,288 -27%
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$288K -$112K -1,340 -28%
CAN
209
Claraphi Advisory Network
United States
$285K -$20.4K -244 -7%
American Century Companies
210
American Century Companies
Missouri
$282K +$282K +3,371 New
SAM
211
Securian Asset Management
Minnesota
$275K -$8.38K -100 -3%
PIM
212
Provident Investment Management
Michigan
$274K
PA
213
Profund Advisors
Maryland
$272K -$33.2K -397 -11%
HIMC
214
Heritage Investors Management Corp
Maryland
$266K
LW
215
Linscomb Wealth
Texas
$261K +$1.01K +12 +0.4%
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$252K +$252K +3,009 New
PAMU
217
Pictet Asset Management (UK)
United Kingdom
$251K
WA
218
WESPAC Advisors
California
$251K
CQS
219
Credential Qtrade Securities
$247K +$30.2K +361 +14%
US Bancorp
220
US Bancorp
Minnesota
$245K -$2.09K -25 -0.8%
CFGS
221
Concourse Financial Group Securities
Alabama
$242K +$80.2K +959 +50%
Baird Financial Group
222
Baird Financial Group
Wisconsin
$237K +$6.86K +82 +3%
FIM
223
Freedom Investment Management
Connecticut
$218K -$45.2K -538 -17%
1CM
224
1492 Capital Management
Wisconsin
$217K
BCM
225
Bayesian Capital Management
New York
$209K -$49K -585 -19%