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Insperity

293 hedge funds and large institutions have $2.7B invested in Insperity in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 87 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 25

26% more capital invested

Capital invested by funds: $2.15B → $2.7B (+$554M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

19% more call options, than puts

Call options by funds: $8.34M | Put options by funds: $7.01M

13% more funds holding

Funds holding: 260293 (+33)

2.22% more ownership

Funds ownership: 84.58%86.8% (+2.2%)

20% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 109

Holders
293
Holders Change
+33
Holders Change %
+12.69%
% of All Funds
5.18%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
58
Increased
87
Reduced
109
Closed
25
Calls
$8.34M
Puts
$7.01M
Net Calls
+$1.33M
Net Calls Change
-$1.81M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$350M +$7.95M +96,801 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$272M +$5.76M +70,186 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$192M -$16.9M -205,604 -8%
Mawer Investment Management
4
Mawer Investment Management
Alberta, Canada
$176M +$63.7M +775,657 +56%
State Street
5
State Street
Massachusetts
$88.7M +$1.07M +13,056 +1%
MNG
6
Manning & Napier Group
New York
$81.4M -$9.13M -111,168 -10%
LCM
7
Lakewood Capital Management
New York
$62.6M -$12.3M -150,000 -16%
Fidelity International
8
Fidelity International
Bermuda
$57.7M +$58.1M +708,153 New
Charles Schwab
9
Charles Schwab
California
$52.6M +$3.46M +42,153 +7%
ACA
10
Anchor Capital Advisors
Massachusetts
$52.5M -$6.59M -80,262 -11%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$48.5M +$51.2K +623 +0.1%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$46.5M +$195K +2,377 +0.4%
Northern Trust
13
Northern Trust
Illinois
$45M -$1.93M -23,551 -4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$43.2M +$2M +24,417 +5%
EIP
15
Epoch Investment Partners
New York
$42.5M -$3.82M -46,487 -8%
Norges Bank
16
Norges Bank
Norway
$42.5M +$3.17M +38,600 +8%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$40.5M +$10.2M +124,350 +33%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$39.3M -$9.02M -109,807 -19%
RP
19
Reinhart Partners
Wisconsin
$38.9M +$319K +3,885 +0.8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$38.3M +$1.5M +18,319 +4%
TLP
21
Trinity Legacy Partners
Texas
$37.2M -$3.75M -45,610 -9%
RRAM
22
River Road Asset Management
Kentucky
$31.6M -$59.7M -727,613 -65%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$31M -$852K -10,380 -3%
Ensign Peak Advisors
24
Ensign Peak Advisors
Utah
$29.8M +$5.57M +67,843 +23%
Millennium Management
25
Millennium Management
New York
$29M +$24.9M +303,751 +582%

NSP Hedge Fund Activity: Q4 2020 in Review

293 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Insperity (NSP) for Q4 2020, worth a combined $2.7B — up 26% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new NSP positions and 25 closed out — a net gain of 33 holders — while 87 added to existing stakes and 109 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $63.7M. The largest seller was River Road Asset Management, cutting an estimated $59.7M.

  • 293 institutional investors held Insperity (NSP) as of Q4 2020, up from 260 in Q3 2020.
  • Funds reported $2.7B of Insperity stock for Q4 2020, up 26% quarter-over-quarter.
  • 58 funds opened new Insperity positions in Q4 2020 and 25 closed out, a net change of +33 holders.
  • The largest Insperity buyer in Q4 2020 was Mawer Investment Management, an estimated $63.7M added.
  • The largest Insperity seller in Q4 2020 was River Road Asset Management, an estimated $59.7M sold.

Based on aggregated 13F filings for Q4 2020.