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Insperity

133 hedge funds and large institutions have $693M invested in Insperity in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,847% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $102K

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $568M → $693M (+$125M)

7% more funds holding

Funds holding: 124133 (+9)

0.66% less ownership

Funds ownership: 162.04%161.39% (-0.66%)

26% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 46

Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
22
Increased
34
Reduced
46
Closed
10
Calls
$1.99M
Puts
$102K
Net Calls
+$1.88M
Net Calls Change
+$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Stadium Capital Management
Connecticut
$82.3M +$1.59M +100,860 +2%
VVP
2
Vulcan Value Partners
Alabama
$56.1M -$5.77M -365,404 -10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$51.2M +$809K +51,250 +2%
BFA
4
BlackRock Fund Advisors
California
$42.9M +$4.31M +273,250 +12%
Invesco
5
Invesco
Georgia
$41.2M +$146K +9,248 +0.4%
SV
6
Starboard Value
New York
$38.5M +$35.8M +2,270,000 New
GGPE
7
Golden Gate Private Equity
California
$37.4M +$316K +20,000 +0.9%
CWAM
8
Columbia Wanger Asset Management
Illinois
$26.2M -$3.64M -230,400 -13%
Parnassus Investments
9
Parnassus Investments
California
$26M -$7.19M -455,536 -23%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$24.4M +$718K +45,474 +3%
RRAM
11
River Road Asset Management
Kentucky
$23.6M -$6.48M -410,690 -23%
BIT
12
BlackRock Institutional Trust
California
$18.8M -$227K -14,392 -1%
State Street
13
State Street
Massachusetts
$15.4M +$124K +7,844 +0.9%
LAM
14
Lapides Asset Management
Connecticut
$12.1M -$5.71M -361,600 -34%
Northern Trust
15
Northern Trust
Illinois
$9.47M -$269K -17,064 -3%
WAM
16
Winslow Asset Management
Ohio
$9.39M +$77.7K +4,920 +0.9%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$9.28M -$230K -14,586 -3%
Norges Bank
18
Norges Bank
Norway
$7.91M
Renaissance Technologies
19
Renaissance Technologies
New York
$7.48M -$221K -14,000 -3%
RCAMU
20
Rothschild & Co Asset Management US
Connecticut
$7.36M -$192K -12,180 -3%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$7.11M -$121K -7,686 -2%
Ameriprise
22
Ameriprise
Minnesota
$7.03M -$1.65M -104,270 -20%
T
23
Tinicum
New York
$6.91M
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$5.73M +$480K +30,424 +10%
IMIM
25
Irving Magee Investment Management
Pennsylvania
$5.51M +$2.18K +138 +0%

NSP Hedge Fund Activity: Q4 2014 in Review

133 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Insperity (NSP) for Q4 2014, worth a combined $693M — up 22% from $568M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NSP positions and 10 closed out — a net gain of 12 holders — while 34 added to existing stakes and 46 trimmed.

The largest buyer was Starboard Value, opening a new position worth an estimated $35.8M. The largest seller was Franklin Resources, exiting entirely with an estimated $19.9M sold.

  • 133 institutional investors held Insperity (NSP) as of Q4 2014, up from 124 in Q3 2014.
  • Funds reported $693M of Insperity stock for Q4 2014, up 22% quarter-over-quarter.
  • 22 funds opened new Insperity positions in Q4 2014 and 10 closed out, a net change of +12 holders.
  • The largest Insperity buyer in Q4 2014 was Starboard Value, an estimated $35.8M added.
  • The largest Insperity seller in Q4 2014 was Franklin Resources, an estimated $19.9M sold.

Based on aggregated 13F filings for Q4 2014.