263 hedge funds and large institutions have $4.48B invested in TriNet in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 97 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-3
Holders Change %
-1.13%
% of All Funds
3.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
98
Reduced
97
Closed
35
Calls
$2.62M
Puts
$4.32M
Net Calls
-$1.69M
Net Calls Change
+$208K
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$14.5K
GWM
227
Geneos Wealth Management
Colorado
$14K +$14K +144 New
UB
228
UMB Bank
Missouri
$13.2K -$194 -2 -1%
CI Investments Inc
229
CI Investments Inc
Ontario, Canada
$11K +$5.35K +55 +95%
WT
230
Whittier Trust
California
$10.9K
C
231
Covestor
United Kingdom
$10K -$7.8K -78 -44%
GXJ
232
Global X Japan
Japan
$9.6K -$12.1K -125 -56%
HT
233
Headlands Technologies
Illinois
$9.31K -$80.8K -833 -90%
LI
234
LRI Investments
Florida
$8.61K -$50K -517 -85%
HWM
235
Hemington Wealth Management
Virginia
$7K +$7K +94 New
QL
236
Quarry LP
New York
$6.3K +$3.2K +33 +103%
S
237
SignatureFD
Georgia
$5.92K
GI
238
GAMMA Investing
California
$4.85K +$1.55K +16 +47%
BIA
239
Bell Investment Advisors
California
$4.66K
Mitsubishi UFJ Asset Management
240
Mitsubishi UFJ Asset Management
Japan
$3.78K
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$3.69K
LFG
242
Larson Financial Group
Missouri
$3.69K
MCM
243
Manchester Capital Management
Vermont
$3.59K
PFBT
244
Parkside Financial Bank & Trust
Missouri
$3.39K
SCM
245
Sterling Capital Management
North Carolina
$3.2K +$3.2K +33 New
EBA
246
Eagle Bay Advisors
New York
$3.1K
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$3.01K +$3.01K +31 New
NS
248
NBC Securities
Alabama
$3K
Bessemer Group
249
Bessemer Group
New Jersey
$3K +$3K +30 New
JWA
250
JFS Wealth Advisors
Pennsylvania
$2.91K -$194 -2 -6%