250 hedge funds and large institutions have $5.66B invested in TriNet in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 77 increasing their positions, 92 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
3.99%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
49
Increased
77
Reduced
92
Closed
43
Calls
$9.38M
Puts
$5.4M
Net Calls
+$3.97M
Net Calls Change
-$7.48M
Name Holding Trade Value Shares
Change
Shares
Change %
S
226
SignatureFD
Georgia
$7.11K
HMS
227
Hanseatic Management Services
New Mexico
$6.87K
BIA
228
Bell Investment Advisors
California
$6.17K +$582 +5 +10%
NA
229
NewEdge Advisors
Louisiana
$5.94K +$5.94K +51 New
JWA
230
JFS Wealth Advisors
Pennsylvania
$5.01K +$466 +4 +10%
SFG
231
Steward Financial Group
Texas
$5K +$5K +44 New
Mitsubishi UFJ Asset Management
232
Mitsubishi UFJ Asset Management
Japan
$4.54K +$4.54K +39 New
MCM
233
Manchester Capital Management
Vermont
$4.31K
US Bancorp
234
US Bancorp
Minnesota
$3.61K +$1.75K +15 +94%
UFF
235
USA Financial Formulas
Michigan
$3.38K +$3.38K +29 New
NS
236
NBC Securities
Alabama
$3K +$3K +33 New
IA
237
IFP Advisors
Florida
$2.91K
CTC
238
Central Trust Company
Missouri
$2.8K
DA
239
Denali Advisors
California
$2.56K +$2.56K +22 New
NSG
240
Nalls Sherbakoff Group
Tennessee
$2.45K
MWM
241
Mascoma Wealth Management
New Hampshire
$2.1K
CWC
242
Carolinas Wealth Consulting
North Carolina
$1.95K -$1.54K -15 -44%
CFGS
243
Concourse Financial Group Securities
Alabama
$1.86K -$582 -5 -24%
AF
244
Advisornet Financial
Minnesota
$1.63K -$117 -1 -7%
SIC
245
SJS Investment Consulting
Ohio
$1.52K
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$1.4K +$1.4K +12 New
HI
247
Harbour Investments
Wisconsin
$1.17K
LC
248
Lindbrook Capital
California
$815 +$466 +4 +133%
AF
249
Allworth Financial
California
$117 +$117 +1 New
CA
250
Crewe Advisors
Utah
$117 +$117 +1 New