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Insperity

127 hedge funds and large institutions have $706M invested in Insperity in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

8% more capital invested

Capital invested by funds: $652M → $706M (+$54.2M)

2.45% more ownership

Funds ownership: 165.11%167.55% (+2.4%)

3% less funds holding

Funds holding: 131127 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

33% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 54

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $541K

Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
3.65%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
10
Increased
36
Reduced
54
Closed
14
Calls
Puts
$541K
Net Calls
-$541K
Net Calls Change
-$863K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Stadium Capital Management
Connecticut
$76.4M
VVP
2
Vulcan Value Partners
Alabama
$65.5M -$6.87M -432,072 -10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$48.4M +$909K +57,188 +2%
CWAM
4
Columbia Wanger Asset Management
Illinois
$40M
BFA
5
BlackRock Fund Advisors
California
$38.1M -$2.85M -179,164 -7%
Invesco
6
Invesco
Georgia
$36.3M +$32.6M +2,052,060 +1,360%
Parnassus Investments
7
Parnassus Investments
California
$33.9M +$5.98M +376,186 +22%
Franklin Resources
8
Franklin Resources
California
$32.6M -$948K -59,600 -3%
RRAM
9
River Road Asset Management
Kentucky
$31M -$1.03M -64,972 -3%
FCM
10
Frontier Capital Management
Massachusetts
$30M -$886K -55,712 -3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$22.2M +$2.44M +153,432 +13%
BIT
12
BlackRock Institutional Trust
California
$19.4M +$64.7K +4,072 +0.3%
LAM
13
Lapides Asset Management
Connecticut
$17.7M
State Street
14
State Street
Massachusetts
$15.5M -$533K -33,546 -3%
Norges Bank
15
Norges Bank
Norway
$15.4M +$7.42M +466,850 +100%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$10M -$545K -34,292 -5%
Northern Trust
17
Northern Trust
Illinois
$9.73M -$958K -60,268 -9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$9.45M +$21.1K +1,330 +0.2%
WAM
19
Winslow Asset Management
Ohio
$8.97M +$94.9K +5,970 +1%
Ameriprise
20
Ameriprise
Minnesota
$8.44M +$123K +7,736 +2%
RCAMU
21
Rothschild & Co Asset Management US
Connecticut
$7.68M -$196K -12,328 -3%
Renaissance Technologies
22
Renaissance Technologies
New York
$6.68M +$1.09M +68,400 +20%
Boston Partners
23
Boston Partners
Massachusetts
$5.47M +$52K +3,268 +1%
T
24
Tinicum
New York
$5.38M +$5.19M +326,200 New
IMIM
25
Irving Magee Investment Management
Pennsylvania
$5.37M

NSP Hedge Fund Activity: Q2 2014 in Review

127 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Insperity (NSP) for Q2 2014, worth a combined $706M — up 8.3% from $652M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NSP and 10 opened new positions — a net loss of 4 holders — while 54 trimmed existing stakes and 36 added.

The largest buyer was Invesco, adding an estimated $32.6M. The largest seller was Vulcan Value Partners, cutting an estimated $6.87M.

  • 127 institutional investors held Insperity (NSP) as of Q2 2014, down from 131 in Q1 2014.
  • Funds reported $706M of Insperity stock for Q2 2014, up 8.3% quarter-over-quarter.
  • 10 funds opened new Insperity positions in Q2 2014 and 14 closed out, a net change of -4 holders.
  • The largest Insperity buyer in Q2 2014 was Invesco, an estimated $32.6M added.
  • The largest Insperity seller in Q2 2014 was Vulcan Value Partners, an estimated $6.87M sold.

Based on aggregated 13F filings for Q2 2014.