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Tiptree Inc
TIPT

55 hedge funds and large institutions have $74.5M invested in Tiptree Inc in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 60 → 55 (-5)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

27.63% less ownership

Funds ownership: 64.75% → 37.12% (-28%)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

52% less capital invested

Capital invested by funds: $155M → $74.5M (-$80.6M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
55
Holders Change
-5
Holders Change %
-8.33%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
16
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
+$546K
2
TG
TCW Group
California
+$483K
3
BCM
Bridgeway Capital Management
Texas
+$390K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$257K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$134K

Top Sellers

Rank Fund Capital Flow
1
TA
Tiptree Advisors
New York
-$67.2M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
-$720K
3
Deutsche Bank
Deutsche Bank
Germany
-$579K
4
Renaissance Technologies
Renaissance Technologies
New York
-$440K
5
WC
Wexford Capital
Florida
-$405K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$231K +$362 +63 +0.2%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$215K +$67.3K +11,733 +44%
PFS
28
Prospera Financial Services
Texas
$212K – – –
Bessemer Group
29
Bessemer Group
New Jersey
$182K – – –
Ameriprise
30
Ameriprise
Minnesota
$158K -$38.4K -6,700 -19%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$155K – – –
Invesco
32
Invesco
Georgia
$142K +$39.6K +6,894 +37%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$131K +$134K +23,430 New
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$128K – – –
JP Morgan Chase
35
JP Morgan Chase
New York
$127K -$64.5K -11,233 -33%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119K -$16.9K -2,938 -12%
AIG
37
American International Group
New York
$98K -$2.53K -441 -2%
PPA
38
Parametric Portfolio Associates
Washington
$93K +$95.9K +16,703 New
Jane Street
39
Jane Street
New York
$91K -$123K -21,456 -57%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$91K – – –
AllianceBernstein
41
AllianceBernstein
Tennessee
$89K – – –
RJFSA
42
Raymond James Financial Services Advisors
Florida
$77K +$448 +78 +0.6%
UBS Group
43
UBS Group
Switzerland
$77K +$37.2K +6,485 +88%
Citigroup
44
Citigroup
New York
$38K -$4.31K -751 -10%
Legal & General Group
45
Legal & General Group
United Kingdom
$24K – – –
AIP
46
Ameritas Investment Partners
Nebraska
$13K – – –
WANY
47
Wealthspire Advisors (New York)
New York
$12K +$12.1K +2,100 New
MAM
48
Meeder Asset Management
Ohio
$10K – – –
SIS
49
Sound Income Strategies
Florida
$10K – – –
TRCT
50
Tower Research Capital (TRC)
New York
$9K -$21.4K -3,725 -70%
1
2
3

TIPT Hedge Fund Activity: Q4 2018 in Review

55 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q4 2018, worth a combined $74.5M — down 52% from $155M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of TIPT and 5 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 16 added.

The largest buyer was Ancora Advisors, adding an estimated $546K. The largest seller was Tiptree Advisors, exiting entirely with an estimated $67.2M sold.

  • 55 institutional investors held Tiptree Inc (TIPT) as of Q4 2018, down from 60 in Q3 2018.
  • Funds reported $74.5M of Tiptree Inc stock for Q4 2018, down 52% quarter-over-quarter.
  • 5 funds opened new Tiptree Inc positions in Q4 2018 and 10 closed out, a net change of -5 holders.
  • The largest Tiptree Inc buyer in Q4 2018 was Ancora Advisors, an estimated $546K added.
  • The largest Tiptree Inc seller in Q4 2018 was Tiptree Advisors, an estimated $67.2M sold.

Based on aggregated 13F filings for Q4 2018.