266 hedge funds and large institutions have $4.54B invested in TriNet in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 92 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-17
Holders Change %
-6.01%
% of All Funds
3.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
109
Reduced
92
Closed
51
Calls
$2.49M
Puts
$4.39M
Net Calls
-$1.9M
Net Calls Change
-$3.37M
Name Holding Trade Value Shares
Change
Shares
Change %
NS
251
NBC Securities
Alabama
$3K
CTC
252
Central Trust Company
Missouri
$2.4K
IC
253
Innealta Capital
Texas
$2.4K +$2.4K +24 New
MG
254
Mather Group
Illinois
$2.39K +$2.39K +18 New
CFGS
255
Concourse Financial Group Securities
Alabama
$2.1K -$600 -6 -22%
CWC
256
Carolinas Wealth Consulting
North Carolina
$2K -$300 -3 -13%
SAM
257
Smartleaf Asset Management
Massachusetts
$1.9K +$1.9K +19 New
MWM
258
Mascoma Wealth Management
New Hampshire
$1.8K
WIA
259
Wetzel Investment Advisors
Indiana
$1.72K
SIC
260
SJS Investment Consulting
Ohio
$1.3K
AssetMark Inc
261
AssetMark Inc
California
$1.1K
NMG
262
New Millennium Group
Utah
$1.1K -$1.77M -17,765 -100%
EWA
263
EverSource Wealth Advisors
Alabama
$939 +$417 +4 +80%
DPW
264
DiNuzzo Private Wealth
Pennsylvania
$900 -$200 -2 -18%
FHA
265
First Horizon Advisors
Tennessee
$700
AF
266
Allworth Financial
California
$647 -$323 -3 -33%
JAM
267
Jupiter Asset Management
United Kingdom
-$20.8M -156,774 Closed
CPC
268
Cookson Peirce & Co
Pennsylvania
-$8.61M -64,967 Closed
GC
269
Globeflex Capital
California
-$7.27M -54,904 Closed
WP
270
Woodline Partners
California
-$5.13M -38,704 Closed
BAMF
271
BI Asset Management Fondsmaeglerselskab
Denmark
-$3.18M -24,016 Closed
WCA
272
Westover Capital Advisors
Delaware
-$2.18M -16,417 Closed
AIG
273
American International Group
New York
-$2.09M -15,789 Closed
Balyasny Asset Management
274
Balyasny Asset Management
Illinois
-$1.51M -11,404 Closed
Capital Fund Management (CFM)
275
Capital Fund Management (CFM)
France
-$1.46M -11,032 Closed