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Insperity

304 hedge funds and large institutions have $4.2B invested in Insperity in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 106 increasing their positions, 127 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 33

26% more capital invested

Capital invested by funds: $3.34B → $4.2B (+$862M)

2% more funds holding

Funds holding: 297304 (+7)

1.39% more ownership

Funds ownership: 83.61%85% (+1.4%)

12% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $16.3M

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 127

Holders
304
Holders Change
+7
Holders Change %
+2.36%
% of All Funds
6.95%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
43
Increased
106
Reduced
127
Closed
33
Calls
$14.3M
Puts
$16.3M
Net Calls
-$2.02M
Net Calls Change
-$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$792M +$62.4M +573,982 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$479M +$24M +220,365 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$140M -$15.6M -143,363 -11%
State Street
4
State Street
Massachusetts
$130M +$7.21M +66,380 +6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$95.3M -$19.9M -183,410 -18%
Goldman Sachs
6
Goldman Sachs
New York
$86.7M +$12.7M +117,257 +19%
Renaissance Technologies
7
Renaissance Technologies
New York
$81.8M +$4.72M +43,400 +7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$78.5M -$849K -7,815 -1%
Prudential Financial
9
Prudential Financial
New Jersey
$77.9M -$8.82M -81,138 -11%
Norges Bank
10
Norges Bank
Norway
$77.3M +$937K +8,620 +1%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$71.3M +$11.1M +102,138 +20%
Man Group
12
Man Group
United Kingdom
$67.1M -$23.6M -217,073 -28%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$66.1M +$8.4M +77,304 +16%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$63.7M +$25.9M +237,976 +79%
RCAMU
15
Rothschild & Co Asset Management US
Connecticut
$62.8M -$14.6M -134,510 -20%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$61.2M -$21.3M -195,939 -27%
Northern Trust
17
Northern Trust
Illinois
$61M +$1.4M +12,864 +3%
Allianz Asset Management
18
Allianz Asset Management
Germany
$56.2M +$15.8M +145,652 +44%
Mawer Investment Management
19
Mawer Investment Management
Alberta, Canada
$52M -$20.3M -187,200 -30%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$48.9M -$5.58M -51,300 -11%
TA
21
Teachers Advisors
New York
$48.8M -$3.57M -32,840 -7%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$48.3M +$9.94M +91,473 +29%
AQR Capital Management
23
AQR Capital Management
Connecticut
$44.1M +$10.8M +99,240 +36%
Charles Schwab
24
Charles Schwab
California
$43.8M +$5.9M +54,325 +17%
Morgan Stanley
25
Morgan Stanley
New York
$39.6M +$23.7M +218,091 +186%

NSP Hedge Fund Activity: Q3 2018 in Review

304 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Insperity (NSP) for Q3 2018, worth a combined $4.2B — up 26% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new NSP positions and 33 closed out — a net gain of 10 holders — while 106 added to existing stakes and 127 trimmed.

The largest buyer was BlackRock, adding an estimated $62.4M. The largest seller was Silvercrest Asset Management, exiting entirely with an estimated $62.8M sold.

  • 304 institutional investors held Insperity (NSP) as of Q3 2018, up from 297 in Q2 2018.
  • Funds reported $4.2B of Insperity stock for Q3 2018, up 26% quarter-over-quarter.
  • 43 funds opened new Insperity positions in Q3 2018 and 33 closed out, a net change of +10 holders.
  • The largest Insperity buyer in Q3 2018 was BlackRock, an estimated $62.4M added.
  • The largest Insperity seller in Q3 2018 was Silvercrest Asset Management, an estimated $62.8M sold.

Based on aggregated 13F filings for Q3 2018.