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Insperity

146 hedge funds and large institutions have $797M invested in Insperity in 2013 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

546% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $311K

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

26% more capital invested

Capital invested by funds: $634M → $797M (+$163M)

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

8% more funds holding

Funds holding: 135146 (+11)

3.32% more ownership

Funds ownership: 163.8%167.12% (+3.3%)

Holders
146
Holders Change
+11
Holders Change %
+8.15%
% of All Funds
4.73%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
19
Increased
55
Reduced
50
Closed
6
Calls
$2.01M
Puts
$311K
Net Calls
+$1.7M
Net Calls Change
+$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Stadium Capital Management
Connecticut
$91.2M -$7.4M -438,400 -8%
CWAM
2
Columbia Wanger Asset Management
Illinois
$59M
Vanguard Group
3
Vanguard Group
Pennsylvania
$49.8M +$940K +55,694 +2%
BFA
4
BlackRock Fund Advisors
California
$45M +$4.09M +242,284 +11%
FCM
5
Frontier Capital Management
Massachusetts
$43M +$463K +27,416 +1%
Franklin Resources
6
Franklin Resources
California
$41.1M -$996K -59,020 -3%
RRAM
7
River Road Asset Management
Kentucky
$40.1M -$2.17M -128,510 -6%
Parnassus Investments
8
Parnassus Investments
California
$23.4M -$22.5M -1,333,484 -52%
BIT
9
BlackRock Institutional Trust
California
$22.8M -$676K -40,040 -3%
LAM
10
Lapides Asset Management
Connecticut
$21.8M -$314K -18,600 -2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$21.2M -$106K -6,300 -0.6%
State Street
12
State Street
Massachusetts
$18M +$2.94K +174 +0%
WC
13
Walthausen & Co
New York
$16.3M +$12.9M +762,860 +733%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$15.4M +$4.08M +241,672 +42%
Ameriprise
15
Ameriprise
Minnesota
$15M +$103K +6,130 +0.8%
VVP
16
Vulcan Value Partners
Alabama
$13.9M +$12.5M +739,626 New
TCM
17
TimesSquare Capital Management
New York
$13.1M +$11.7M +695,300 New
Northern Trust
18
Northern Trust
Illinois
$12.9M -$365K -21,644 -3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$11.7M -$97.9K -5,800 -0.9%
WAM
20
Winslow Asset Management
Ohio
$10.4M +$42.2K +2,500 +0.5%
RCAMU
21
Rothschild & Co Asset Management US
Connecticut
$9.76M +$397K +23,550 +5%
Norges Bank
22
Norges Bank
Norway
$8.78M
Wells Fargo
23
Wells Fargo
California
$8.42M -$686K -40,630 -8%
JP Morgan Chase
24
JP Morgan Chase
New York
$6.8M +$4.33M +256,516 +244%
Boston Partners
25
Boston Partners
Massachusetts
$6.79M

NSP Hedge Fund Activity: Q3 2013 in Review

146 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Insperity (NSP) for Q3 2013, worth a combined $797M — up 26% from $634M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NSP positions and 6 closed out — a net gain of 13 holders — while 55 added to existing stakes and 50 trimmed.

The largest buyer was Walthausen & Co, adding an estimated $12.9M. The largest seller was Parnassus Investments, cutting an estimated $22.5M.

  • 146 institutional investors held Insperity (NSP) as of Q3 2013, up from 135 in Q2 2013.
  • Funds reported $797M of Insperity stock for Q3 2013, up 26% quarter-over-quarter.
  • 19 funds opened new Insperity positions in Q3 2013 and 6 closed out, a net change of +13 holders.
  • The largest Insperity buyer in Q3 2013 was Walthausen & Co, an estimated $12.9M added.
  • The largest Insperity seller in Q3 2013 was Parnassus Investments, an estimated $22.5M sold.

Based on aggregated 13F filings for Q3 2013.