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Insperity

267 hedge funds and large institutions have $1.53B invested in Insperity in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 109 increasing their positions, 83 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 83

20% more call options, than puts

Call options by funds: $2.39M | Put options by funds: $2M

5.65% more ownership

Funds ownership: 99.41%105.06% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 277267 (-10)

14% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 59

17% less capital invested

Capital invested by funds: $1.84B → $1.53B (-$307M)

Holders
267
Holders Change
-10
Holders Change %
-3.61%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
51
Increased
109
Reduced
83
Closed
59
Calls
$2.39M
Puts
$2M
Net Calls
+$391K
Net Calls Change
-$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$207M +$43.6M +1,091,302 +26%
Vanguard Group
2
Vanguard Group
Pennsylvania
$157M +$11M +274,198 +7%
RP
3
Reinhart Partners
Wisconsin
$106M +$21.7M +542,709 +25%
Bank of America
4
Bank of America
North Carolina
$89.9M +$40.1M +1,004,619 +76%
Charles Schwab
5
Charles Schwab
California
$61.8M +$4.24M +106,079 +7%
EARNEST Partners
6
EARNEST Partners
Georgia
$61.3M +$7.3M +182,863 +13%
Goldman Sachs
7
Goldman Sachs
New York
$57M +$34.3M +859,326 +140%
State Street
8
State Street
Massachusetts
$52.9M +$2.98M +74,708 +6%
Mawer Investment Management
9
Mawer Investment Management
Alberta, Canada
$46.5M -$56.8M -1,423,087 -54%
Invesco
10
Invesco
Georgia
$44M +$24.6M +615,100 +118%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$34.8M +$10.9M +272,960 +44%
SEI Investments
12
SEI Investments
Pennsylvania
$34.4M +$2.38M +59,502 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$32.4M -$1.43M -35,781 -4%
RA
14
Royce & Associates
New York
$30.7M +$10.6M +265,041 +50%
Morgan Stanley
15
Morgan Stanley
New York
$30.1M +$13.2M +331,681 +74%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$29M -$4.47M -112,018 -13%
RRAM
17
River Road Asset Management
Kentucky
$28.2M -$1.42M -35,574 -5%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$26M -$1.04M -25,958 -4%
Citadel Advisors
19
Citadel Advisors
Florida
$18.7M +$14.5M +363,263 +306%
AQR Capital Management
20
AQR Capital Management
Connecticut
$18.6M +$14.3M +359,069 +290%
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$17.7M +$3.79M +94,958 +26%
Northern Trust
22
Northern Trust
Illinois
$14.5M -$3.09M -77,343 -17%
Two Sigma Investments
23
Two Sigma Investments
New York
$14.4M -$3.91M -97,844 -21%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$12.3M +$5.18M +129,800 +69%
N
25
Nuveen
North Carolina
$10.7M +$207K +5,190 +2%