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Insperity

272 hedge funds and large institutions have $3.4B invested in Insperity in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 82 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 82

1.66% more ownership

Funds ownership: 86.57%88.23% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 282272 (-10)

14% less capital invested

Capital invested by funds: $3.93B → $3.4B (-$531M)

15% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 40

34% less call options, than puts

Call options by funds: $3.29M | Put options by funds: $4.97M

Holders
272
Holders Change
-10
Holders Change %
-3.55%
% of All Funds
4.29%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
115
Reduced
82
Closed
40
Calls
$3.29M
Puts
$4.97M
Net Calls
-$1.68M
Net Calls Change
-$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$494M +$6.13M +61,473 +1%
BlackRock
2
BlackRock
New York
$484M -$16.5M -165,803 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$365M -$3.9M -39,077 -1%
Fidelity International
4
Fidelity International
Bermuda
$154M -$621K -6,233 -0.4%
AllianceBernstein
5
AllianceBernstein
Tennessee
$115M +$13.9M +139,097 +14%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$113M -$33M -331,430 -23%
State Street
7
State Street
Massachusetts
$112M +$2.05M +20,543 +2%
Charles Schwab
8
Charles Schwab
California
$72.7M +$40.8M +409,174 +130%
ACA
9
Anchor Capital Advisors
Massachusetts
$68M +$514K +5,155 +0.8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$63.8M +$3.61M +36,226 +6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$62.4M +$573K +5,748 +0.9%
RP
12
Reinhart Partners
Wisconsin
$57.4M +$1.95M +19,574 +4%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$54.4M +$843K +8,459 +2%
LCM
14
Lakewood Capital Management
New York
$52M +$21.4M +215,000 +71%
CCM
15
Copeland Capital Management
Pennsylvania
$51M +$40.5M +406,226 +399%
Northern Trust
16
Northern Trust
Illinois
$50.6M -$1.04M -10,403 -2%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$48.2M -$4.78M -47,931 -9%
Ensign Peak Advisors
18
Ensign Peak Advisors
Utah
$45.9M -$6.31M -63,269 -12%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$45.3M -$343K -3,439 -0.8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$42.7M -$235K -2,354 -0.6%
GCM
21
Glenview Capital Management
New York
$38.3M +$3.91M +39,211 +11%
Norges Bank
22
Norges Bank
Norway
$31.9M -$2.67M -26,751 -8%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$27.5M +$6.82M +68,398 +33%
TLP
24
Trinity Legacy Partners
Texas
$27.5M
MNG
25
Manning & Napier Group
New York
$24.5M -$46.9M -470,519 -66%

NSP Hedge Fund Activity: Q1 2022 in Review

272 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Insperity (NSP) for Q1 2022, worth a combined $3.4B — down 14% from $3.93B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of NSP and 34 opened new positions — a net loss of 6 holders — while 82 trimmed existing stakes and 115 added.

The largest buyer was Charles Schwab, adding an estimated $40.8M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $53.4M sold.

  • 272 institutional investors held Insperity (NSP) as of Q1 2022, down from 282 in Q4 2021.
  • Funds reported $3.4B of Insperity stock for Q1 2022, down 14% quarter-over-quarter.
  • 34 funds opened new Insperity positions in Q1 2022 and 40 closed out, a net change of -6 holders.
  • The largest Insperity buyer in Q1 2022 was Charles Schwab, an estimated $40.8M added.
  • The largest Insperity seller in Q1 2022 was Lord, Abbett & Co, an estimated $53.4M sold.

Based on aggregated 13F filings for Q1 2022.