226 hedge funds and large institutions have $4.5B invested in TriNet in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 87 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-8
Holders Change %
-3.42%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
79
Reduced
87
Closed
27
Calls
$12.6M
Puts
$2.76M
Net Calls
+$9.83M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
National Bank of Canada
201
National Bank of Canada
Quebec, Canada
$10.8K -$202K -2,513 -95%
PFBT
202
Parkside Financial Bank & Trust
Missouri
$9.03K +$2.26K +28 +33%
KA
203
Kozak & Associates
Colorado
$8.06K
TWA
204
TCI Wealth Advisors
Arizona
$6.61K +$161 +2 +3%
S
205
SignatureFD
Georgia
$6.53K +$2.18K +27 +50%
US Bancorp
206
US Bancorp
Minnesota
$5.24K +$4.68K +58 +829%
BIA
207
Bell Investment Advisors
California
$3.47K +$484 +6 +16%
SC
208
Schubert & Co
Texas
$2.42K +$1.77K +22 +275%
JWA
209
JFS Wealth Advisors
Pennsylvania
$2.34K -$242 -3 -9%
MCM
210
Manchester Capital Management
Vermont
$2.34K +$1.05K +13 +81%
CTC
211
Central Trust Company
Missouri
$1.94K
MWM
212
Mascoma Wealth Management
New Hampshire
$1.67K
NSG
213
Nalls Sherbakoff Group
Tennessee
$1.66K +$1.66K +21 New
DA
214
Denali Advisors
California
$1.45K
IA
215
IFP Advisors
Florida
$1.37K -$220 -4 -14%
AF
216
Advisornet Financial
Minnesota
$1.13K +$403 +5 +56%
SIC
217
SJS Investment Consulting
Ohio
$1.05K +$242 +3 +30%
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$1.01K -$121 -1,500 -11%
DI
219
Disciplined Investments
Oklahoma
$887 +$323 +4 +57%
HI
220
Harbour Investments
Wisconsin
$806
EWA
221
EverSource Wealth Advisors
Alabama
$725 +$725 +9 New
EI
222
Ellevest Inc
New York
$403
ASN
223
Advisory Services Network
Georgia
$161
BAM
224
Belpointe Asset Management
Nevada
$161
HNB
225
Huntington National Bank
Ohio
$81