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Insperity

145 hedge funds and large institutions have $779M invested in Insperity in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $2.49M | Put options by funds: $1.02M

1.6% more ownership

Funds ownership: 167.12%168.73% (+1.6%)

1% less funds holding

Funds holding: 146145 (-1)

2% less capital invested

Capital invested by funds: $797M → $779M (-$18.3M)

9% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 57

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
145
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
4.21%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
10
Increased
52
Reduced
57
Closed
11
Calls
$2.49M
Puts
$1.02M
Net Calls
+$1.47M
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Stadium Capital Management
Connecticut
$74.4M -$13.1M -729,570 -15%
CWAM
2
Columbia Wanger Asset Management
Illinois
$56.5M -$179K -10,000 -0.3%
VVP
3
Vulcan Value Partners
Alabama
$54.8M +$41.1M +2,292,582 +310%
Vanguard Group
4
Vanguard Group
Pennsylvania
$50M +$2.09M +116,706 +4%
BFA
5
BlackRock Fund Advisors
California
$44.3M +$1.08M +60,490 +3%
FCM
6
Frontier Capital Management
Massachusetts
$38.4M -$2.91M -162,490 -7%
Franklin Resources
7
Franklin Resources
California
$37M -$2.47M -137,600 -6%
RRAM
8
River Road Asset Management
Kentucky
$36M -$2.48M -138,464 -6%
BIT
9
BlackRock Institutional Trust
California
$23.9M +$2.02M +112,370 +9%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$20.9M +$603K +33,618 +3%
LAM
11
Lapides Asset Management
Connecticut
$19.4M -$1.53M -85,600 -7%
Parnassus Investments
12
Parnassus Investments
California
$18.8M -$3.7M -206,454 -17%
State Street
13
State Street
Massachusetts
$17.5M +$130K +7,244 +0.8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$15.7M +$930K +51,876 +6%
WC
15
Walthausen & Co
New York
$13.1M -$2.52M -140,420 -16%
Northern Trust
16
Northern Trust
Illinois
$12.6M +$212K +11,830 +2%
Ameriprise
17
Ameriprise
Minnesota
$12.5M -$1.86M -103,750 -13%
WAM
18
Winslow Asset Management
Ohio
$9.72M -$278K -15,480 -3%
RCAMU
19
Rothschild & Co Asset Management US
Connecticut
$9.36M -$13.4K -746 -0.1%
Norges Bank
20
Norges Bank
Norway
$8.43M
Wells Fargo
21
Wells Fargo
California
$7.37M -$711K -39,646 -9%
PIM
22
Profit Investment Management
Maryland
$6.8M
Boston Partners
23
Boston Partners
Massachusetts
$6.52M
JP Morgan Chase
24
JP Morgan Chase
New York
$6.52M -$13.7K -762 -0.2%
Renaissance Technologies
25
Renaissance Technologies
New York
$6.05M +$861K +48,000 +17%

NSP Hedge Fund Activity: Q4 2013 in Review

145 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Insperity (NSP) for Q4 2013, worth a combined $779M — down 2.3% from $797M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NSP and 10 opened new positions — a net loss of 1 holder — while 57 trimmed existing stakes and 52 added.

The largest buyer was Vulcan Value Partners, adding an estimated $41.1M. The largest seller was Stadium Capital Management, cutting an estimated $13.1M.

  • 145 institutional investors held Insperity (NSP) as of Q4 2013, down from 146 in Q3 2013.
  • Funds reported $779M of Insperity stock for Q4 2013, down 2.3% quarter-over-quarter.
  • 10 funds opened new Insperity positions in Q4 2013 and 11 closed out, a net change of -1 holder.
  • The largest Insperity buyer in Q4 2013 was Vulcan Value Partners, an estimated $41.1M added.
  • The largest Insperity seller in Q4 2013 was Stadium Capital Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2013.