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Insperity

332 hedge funds and large institutions have $4.18B invested in Insperity in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 131 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $8.13M | Put options by funds: $2.65M

1.21% more ownership

Funds ownership: 91.19%92.41% (+1.2%)

0% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 40

0% less funds holding

Funds holding: 333332 (-1)

1% less capital invested

Capital invested by funds: $4.21B → $4.18B (-$34.5M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 131

Holders
332
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
5.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
40
Increased
109
Reduced
131
Closed
40
Calls
$8.13M
Puts
$2.65M
Net Calls
+$5.47M
Net Calls Change
+$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$675M +$12.2M +102,371 +2%
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$483M -$14M -118,052 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$457M +$5.65M +47,605 +1%
State Street
4
State Street
Massachusetts
$142M +$1.14M +9,627 +0.8%
Fidelity International
5
Fidelity International
Bermuda
$128M -$23.7M -200,000 -16%
Bank of America
6
Bank of America
North Carolina
$110M +$85.1M +716,687 +343%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$101M +$5.38M +45,317 +6%
EARNEST Partners
8
EARNEST Partners
Georgia
$99.7M +$99.5M +838,339 New
AllianceBernstein
9
AllianceBernstein
Tennessee
$86.5M -$19.1M -161,021 -18%
RP
10
Reinhart Partners
Wisconsin
$85.7M +$19.3M +162,307 +29%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$80.1M +$923K +7,775 +1%
CCM
12
Copeland Capital Management
Pennsylvania
$74M +$2.58M +21,693 +4%
Northern Trust
13
Northern Trust
Illinois
$60M +$1.64M +13,779 +3%
ACA
14
Anchor Capital Advisors
Massachusetts
$55.5M -$2.23M -18,789 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$54.8M +$1.55M +13,061 +3%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$54.4M +$138K +1,164 +0.3%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$53.9M -$1.19M -9,984 -2%
Ensign Peak Advisors
18
Ensign Peak Advisors
Utah
$53.7M +$1.7M +14,301 +3%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$49.9M -$1.34M -11,265 -3%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$49.9M -$2.46M -20,711 -5%
LCM
21
Lakewood Capital Management
New York
$46.8M +$4.16M +35,000 +10%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$44.6M +$13.5M +113,743 +44%
SEI Investments
23
SEI Investments
Pennsylvania
$44.5M +$41.7M +351,174 +1,520%
Norges Bank
24
Norges Bank
Norway
$43.5M -$1.16M -9,747 -3%
Charles Schwab
25
Charles Schwab
California
$43.2M +$856K +7,214 +2%