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Insperity

333 hedge funds and large institutions have $4.21B invested in Insperity in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 126 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more call options, than puts

Call options by funds: $3.09M | Put options by funds: $826K

70% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 27

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

20% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 105

11% more capital invested

Capital invested by funds: $3.79B → $4.21B (+$417M)

5% more funds holding

Funds holding: 318333 (+15)

1.4% more ownership

Funds ownership: 89.79%91.19% (+1.4%)

Holders
333
Holders Change
+15
Holders Change %
+4.72%
% of All Funds
5.31%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
46
Increased
126
Reduced
105
Closed
27
Calls
$3.09M
Puts
$826K
Net Calls
+$2.26M
Net Calls Change
-$534K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$677M -$2.21M -18,887 -0.3%
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$508M -$10.5M -89,448 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$462M +$12.2M +104,463 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$165M +$268K +2,292 +0.2%
Fidelity International
5
Fidelity International
Bermuda
$155M -$262K -2,243 -0.2%
State Street
6
State Street
Massachusetts
$144M +$4.67M +39,942 +3%
AllianceBernstein
7
AllianceBernstein
Tennessee
$108M -$8.63M -73,788 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$98M +$11.2M +95,736 +13%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$80.9M +$1.77M +15,102 +2%
CCM
10
Copeland Capital Management
Pennsylvania
$73M +$3.95M +33,811 +6%
RP
11
Reinhart Partners
Wisconsin
$67.8M +$2.03M +17,352 +3%
Northern Trust
12
Northern Trust
Illinois
$59.6M +$172K +1,473 +0.3%
ACA
13
Anchor Capital Advisors
Massachusetts
$59M -$1.69M -14,457 -3%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$56.3M +$3.27M +27,937 +6%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$55.4M -$68.4K -585 -0.1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$54.4M -$329K -2,816 -0.6%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$53.5M -$3.66M -31,297 -7%
Ensign Peak Advisors
18
Ensign Peak Advisors
Utah
$53.1M -$1.22M -10,449 -2%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$52.4M -$290K -2,481 -0.6%
Norges Bank
20
Norges Bank
Norway
$45.6M +$1.6M +13,716 +4%
LCM
21
Lakewood Capital Management
New York
$43.5M +$2.34M +20,000 +6%
Charles Schwab
22
Charles Schwab
California
$43.3M -$65.4M -559,563 -61%
Millennium Management
23
Millennium Management
New York
$38.3M +$24.5M +209,514 +198%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$31.7M -$657K -5,618 -2%
TLP
25
Trinity Legacy Partners
Texas
$31.1M -$742K -6,347 -2%