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Insperity

322 hedge funds and large institutions have $3.86B invested in Insperity in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 134 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $7.03M | Put options by funds: $4.48M

0.82% more ownership

Funds ownership: 93.65%94.47% (+0.82%)

4% less funds holding

Funds holding: 334322 (-12)

6% less capital invested

Capital invested by funds: $4.09B → $3.86B (-$230M)

22% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 50

28% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 134

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
322
Holders Change
-12
Holders Change %
-3.59%
% of All Funds
4.64%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
39
Increased
97
Reduced
134
Closed
50
Calls
$7.03M
Puts
$4.48M
Net Calls
+$2.54M
Net Calls Change
+$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
201
Versor Investments
New York
$323K -$648K -6,100 -67%
Truist Financial
202
Truist Financial
North Carolina
$321K -$331K -3,115 -52%
SAM
203
Securian Asset Management
Minnesota
$314K -$10.6K -100 -3%
Federated Hermes
204
Federated Hermes
Pennsylvania
$314K -$165K -1,548 -35%
Walleye Trading
205
Walleye Trading
New York
$314K +$25.1K +236 +9%
EWA
206
EverSource Wealth Advisors
Alabama
$312K +$41.7K +392 +15%
ACM
207
AlphaStar Capital Management
North Carolina
$307K -$313K -2,944 -51%
AC
208
AXQ Capital
New Jersey
$306K +$297K +2,791 New
PCS
209
Personal CFO Solutions
New Jersey
$305K -$66.7K -627 -18%
FGP
210
Foyston, Gordon, & Payne
Ontario, Canada
$301K
Commonwealth Equity Services
211
Commonwealth Equity Services
Massachusetts
$299K -$16.6K -156 -5%
HIMC
212
Heritage Investors Management Corp
Maryland
$297K
BTI
213
Blue Trust Inc
Georgia
$293K +$42.4K +399 +18%
SOW
214
State of Wyoming
Wyoming
$291K +$282K +2,655 New
ACM
215
Andina Capital Management
Utah
$285K +$276K +2,596 New
CGH
216
Crossmark Global Holdings
Texas
$275K +$2.98K +28 +1%
FEM
217
Fulcrum Equity Management
Texas
$274K +$4.15K +39 +2%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$270K -$2.23K -21 -0.8%
DP
219
Dundas Partners
United Kingdom
$268K +$54.6K +514 +27%
SAM
220
Shell Asset Management
Netherlands
$266K -$31.7K -298 -9%
Envestnet Portfolio Solutions
221
Envestnet Portfolio Solutions
Illinois
$263K -$36.3K -341 -12%
Bessemer Group
222
Bessemer Group
New Jersey
$262K -$213K -2,001 -46%
CCM
223
Coldstream Capital Management
Washington
$258K +$17.1K +161 +7%
Capstone Investment Advisors
224
Capstone Investment Advisors
New York
$237K +$26.9K +253 +13%
I
225
InceptionR
California
$233K +$226K +2,126 New

NSP Hedge Fund Activity: Q1 2024 in Review

322 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Insperity (NSP) for Q1 2024, worth a combined $3.86B — down 5.6% from $4.09B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of NSP and 39 opened new positions — a net loss of 11 holders — while 134 trimmed existing stakes and 97 added.

The largest buyer was Charles Schwab, adding an estimated $86.9M. The largest seller was Morgan Stanley, cutting an estimated $39M.

  • 322 institutional investors held Insperity (NSP) as of Q1 2024, down from 334 in Q4 2023.
  • Funds reported $3.86B of Insperity stock for Q1 2024, down 5.6% quarter-over-quarter.
  • 39 funds opened new Insperity positions in Q1 2024 and 50 closed out, a net change of -11 holders.
  • The largest Insperity buyer in Q1 2024 was Charles Schwab, an estimated $86.9M added.
  • The largest Insperity seller in Q1 2024 was Morgan Stanley, an estimated $39M sold.

Based on aggregated 13F filings for Q1 2024.