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Insperity

328 hedge funds and large institutions have $3.23B invested in Insperity in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 102 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+6
Holders Change %
+1.86%
% of All Funds
4.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
50
Increased
102
Reduced
126
Closed
40
Calls
$6.46M
Puts
$4.72M
Net Calls
+$1.74M
Net Calls Change
-$800K
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
201
Arkadios Wealth Advisors
Georgia
$342K +$3.28K +36 +1%
BTI
202
Blue Trust Inc
Georgia
$338K +$44.9K +410 +15%
ET
203
Entropy Technologies
New York
$336K +$336K +3,680 New
Creative Planning
204
Creative Planning
Kansas
$327K -$45.4K -498 -12%
AG
205
Algert Global
California
$326K -$353K -3,861 -52%
BA
206
Bridgewater Associates
Connecticut
$318K +$318K +3,484 New
EWA
207
EverSource Wealth Advisors
Alabama
$314K +$2.88K +28 +0.9%
HWM
208
Hohimer Wealth Management
Washington
$311K -$3.1K -34 -1%
GCM
209
Graham Capital Management
Connecticut
$310K +$310K +3,404 New
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$309K +$7.03K +75 +2%
Osaic Holdings
211
Osaic Holdings
Arizona
$308K +$144K +1,579 +88%
A
212
AlphaQuest
New York
$305K +$305K +3,342 New
MML Investors Services
213
MML Investors Services
Massachusetts
$299K -$49.6K -544 -14%
LAI
214
Legal Advantage Investments
California
$296K
SCA
215
Snowden Capital Advisors
New York
$293K -$34.1K -374 -10%
Envestnet Portfolio Solutions
216
Envestnet Portfolio Solutions
Illinois
$288K +$69.9K +766 +32%
SF
217
Symphony Financial
Texas
$287K -$13.3K -146 -4%
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
$286K -$14.7K -161 -5%
GAM
219
Gotham Asset Management
New York
$281K +$281K +3,081 New
State of Wisconsin Investment Board
220
State of Wisconsin Investment Board
Wisconsin
$277K -$2.15M -23,554 -89%
SPA
221
Sherbrooke Park Advisers
New York
$273K +$273K +2,998 New
FGP
222
Foyston, Gordon, & Payne
Ontario, Canada
$271K +$20.6K +226 +8%
PTC
223
Petrus Trust Company
Texas
$258K +$258K +2,824 New
Truist Financial
224
Truist Financial
North Carolina
$257K -$10.4K -114 -4%
SAM
225
Securian Asset Management
Minnesota
$253K -$9.12K -100 -3%