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Tiptree Inc
TIPT

53 hedge funds and large institutions have $111M invested in Tiptree Inc in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more capital invested

Capital invested by funds: $63.7M → $111M (+$47.3M)

0.38% more ownership

Funds ownership: 37.75% → 38.13% (+0.38%)

4% less funds holding

Funds holding: 55 → 53 (-2)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$526K
2
RJA
Raymond James & Associates
Florida
+$443K
3
Renaissance Technologies
Renaissance Technologies
New York
+$393K
4
Goldman Sachs
Goldman Sachs
New York
+$277K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$231K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.39M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$475K
4
Morgan Stanley
Morgan Stanley
New York
-$383K
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$252K
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$367K -$13.2K -2,280 -5%
Millennium Management
27
Millennium Management
New York
$352K -$76.7K -13,269 -25%
PFS
28
Prospera Financial Services
Texas
$340K – – –
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$330K – – –
MS
30
Maven Securities
Jersey
$274K +$179K +31,008 New
VOYA Investment Management
31
VOYA Investment Management
Georgia
$261K +$91.1K +15,766 +118%
Marshall Wace
32
Marshall Wace
United Kingdom
$250K +$161K +27,918 New
LPL Financial
33
LPL Financial
California
$189K +$122K +21,127 New
Barclays
34
Barclays
United Kingdom
$183K -$194K -33,614 -62%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$176K -$252K -43,572 -69%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$174K +$26.2K +4,531 +30%
AllianceBernstein
37
AllianceBernstein
Tennessee
$169K -$17.3K -3,000 -14%
Deutsche Bank
38
Deutsche Bank
Germany
$146K -$8.6K -1,488 -8%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$140K – – –
Wells Fargo
40
Wells Fargo
California
$122K -$215K -37,255 -73%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$119K +$24.8K +4,297 +47%
UBS Group
42
UBS Group
Switzerland
$69K +$27.2K +4,713 +161%
TRCT
43
Tower Research Capital (TRC)
New York
$25K -$44.4K -7,687 -73%
AIP
44
Ameritas Investment Partners
Nebraska
$21K – – –
Legal & General Group
45
Legal & General Group
United Kingdom
$20K – – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$18K +$2.79K +482 +30%
Citigroup
47
Citigroup
New York
$14K -$19.3K -3,348 -67%
Osaic Holdings
48
Osaic Holdings
Arizona
$11K -$36K -6,225 -84%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$6K -$18K -3,112 -85%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
1
2
3

TIPT Hedge Fund Activity: Q1 2021 in Review

53 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q1 2021, worth a combined $111M — up 74% from $63.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of TIPT and 5 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 17 added.

The largest buyer was BlackRock, adding an estimated $526K. The largest seller was Vanguard Group, cutting an estimated $1.39M.

  • 53 institutional investors held Tiptree Inc (TIPT) as of Q1 2021, down from 55 in Q4 2020.
  • Funds reported $111M of Tiptree Inc stock for Q1 2021, up 74% quarter-over-quarter.
  • 5 funds opened new Tiptree Inc positions in Q1 2021 and 7 closed out, a net change of -2 holders.
  • The largest Tiptree Inc buyer in Q1 2021 was BlackRock, an estimated $526K added.
  • The largest Tiptree Inc seller in Q1 2021 was Vanguard Group, an estimated $1.39M sold.

Based on aggregated 13F filings for Q1 2021.