234 hedge funds and large institutions have $3.68B invested in TriNet in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-15
Holders Change %
-6.02%
% of All Funds
3.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
32
Increased
82
Reduced
90
Closed
43
Calls
$2.41M
Puts
$3.05M
Net Calls
-$636K
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
201
IFP Advisors
Florida
$16K -$6.07K -11 -28%
DZ Bank
202
DZ Bank
Germany
$14K +$14K +206 New
Nomura Asset Management
203
Nomura Asset Management
Japan
$12.2K
UB
204
UMB Bank
Missouri
$11K -$5.29K -76 -32%
SPIA
205
Steward Partners Investment Advisory
New York
$10.2K
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$10K +$4.17K +60 +71%
AW
207
Avion Wealth
Texas
$8K
KA
208
Kozak & Associates
Colorado
$7K
MCC
209
Money Concepts Capital
Florida
$6.78K +$6.78K +100 New
PFBT
210
Parkside Financial Bank & Trust
Missouri
$5.7K +$5.7K +84 New
TWA
211
TCI Wealth Advisors
Arizona
$5.42K -$814 -12 -13%
S
212
SignatureFD
Georgia
$3.66K -$68 -1 -2%
BIA
213
Bell Investment Advisors
California
$2.51K +$542 +8 +28%
ACM
214
AUA Capital Management
Pennsylvania
$2.24K
JWA
215
JFS Wealth Advisors
Pennsylvania
$2.17K +$610 +9 +39%
CTC
216
Central Trust Company
Missouri
$1.63K
DA
217
Denali Advisors
California
$1.22K +$746 +11 +157%
MWM
218
Mascoma Wealth Management
New Hampshire
$1.22K +$1.22K +18 New
MCM
219
Manchester Capital Management
Vermont
$1.09K +$136 +2 +14%
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$1K -$600 -9 -38%
HI
221
Harbour Investments
Wisconsin
$678
SIC
222
SJS Investment Consulting
Ohio
$678 +$203 +3 +43%
AF
223
Advisornet Financial
Minnesota
$610 +$610 +9 New
SC
224
Schubert & Co
Texas
$542 -$2.03K -30 -79%
US Bancorp
225
US Bancorp
Minnesota
$475 -$746 -11 -61%