246 hedge funds and large institutions have $5.34B invested in TriNet in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+20
Holders Change %
+8.85%
% of All Funds
3.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
48
Increased
81
Reduced
84
Closed
28
Calls
$13.7M
Puts
$2.24M
Net Calls
+$11.5M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
226
First Horizon Advisors
Tennessee
$7.98K -$6.93K -73 -46%
HMS
227
Hanseatic Management Services
New Mexico
$6K +$6K +59 New
S
228
SignatureFD
Georgia
$5.79K -$1.9K -20 -25%
BIA
229
Bell Investment Advisors
California
$4.56K +$475 +5 +12%
JWA
230
JFS Wealth Advisors
Pennsylvania
$3.7K +$950 +10 +34%
MCM
231
Manchester Capital Management
Vermont
$3.51K +$760 +8 +28%
CWC
232
Carolinas Wealth Consulting
North Carolina
$3.23K +$3.23K +34 New
FCAG
233
First Capital Advisors Group
New Jersey
$2.56K +$2.56K +27 New
IA
234
IFP Advisors
Florida
$2.37K
CTC
235
Central Trust Company
Missouri
$2.28K
CFGS
236
Concourse Financial Group Securities
Alabama
$1.99K +$1.99K +21 New
MWM
237
Mascoma Wealth Management
New Hampshire
$1.9K
NSG
238
Nalls Sherbakoff Group
Tennessee
$1.87K
US Bancorp
239
US Bancorp
Minnesota
$1.52K -$4.65K -49 -75%
AF
240
Advisornet Financial
Minnesota
$1.43K +$95 +1 +7%
SIC
241
SJS Investment Consulting
Ohio
$1.24K
DI
242
Disciplined Investments
Oklahoma
$1.05K
HI
243
Harbour Investments
Wisconsin
$950
LC
244
Lindbrook Capital
California
$285 +$285 +3 New
FGAM
245
Financial Gravity Asset Management
Texas
$230 +$34 +14 +17%
HNB
246
Huntington National Bank
Ohio
$95
ACH
247
ArrowMark Colorado Holdings
Colorado
-$38.5M -477,839 Closed
FPM
248
Francisco Partners Management
California
-$12.3M -152,021 Closed
CS
249
Candriam SCA
Luxembourg
-$5M -67,413 Closed
HIM
250
Hillsdale Investment Management
Ontario, Canada
-$4.02M -49,919 Closed