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Tiptree Inc
TIPT

85 hedge funds and large institutions have $140M invested in Tiptree Inc in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $491K

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

10% more funds holding

Funds holding: 77 → 85 (+8)

7% more capital invested

Capital invested by funds: $131M → $140M (+$8.84M)

1.87% more ownership

Funds ownership: 33.54% → 35.41% (+1.9%)

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
32
Reduced
25
Closed
5
Calls
$1.73M
Puts
$491K
Net Calls
+$1.24M
Net Calls Change
+$1.97M

Top Buyers

Rank Fund Capital Flow
1
HIM
Hillsdale Investment Management
Ontario, Canada
+$2.8M
2
CC
Cannell Capital
Wyoming
+$2.2M
3
HCM
Hodges Capital Management
Texas
+$1.36M
4
EI
EAM Investors
California
+$1.3M
5
BlackRock
BlackRock
New York
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.93M
2
Goldman Sachs
Goldman Sachs
New York
-$855K
3
Renaissance Technologies
Renaissance Technologies
New York
-$200K
4
CSC
Cove Street Capital
California
-$199K
5
N
Nuveen
North Carolina
-$162K
Name Holding Trade Value Shares
Change 		Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$1.06M – – –
Citadel Advisors
27
Citadel Advisors
Florida
$1.03M +$768K +59,671 +405%
Charles Schwab
28
Charles Schwab
California
$877K +$17.7K +1,378 +2%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$837K +$410K +31,800 +111%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$732K +$32.7K +2,542 +5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$677K +$135K +10,497 +27%
Two Sigma Investments
32
Two Sigma Investments
New York
$629K +$585K +45,459 New
Bank of America
33
Bank of America
North Carolina
$576K -$14.5K -1,125 -3%
PFS
34
Prospera Financial Services
Texas
$535K – – –
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$505K +$11.7K +907 +3%
TA
36
Tectonic Advisors
Texas
$420K +$390K +30,317 New
Renaissance Technologies
37
Renaissance Technologies
New York
$385K -$200K -15,500 -36%
ASN
38
Advisory Services Network
Georgia
$378K -$5.74K -446 -2%
AC
39
Almitas Capital
California
$378K – – –
TI
40
Trexquant Investment
Connecticut
$351K +$62.7K +4,870 +24%
VC
41
Voss Capital
Texas
$346K +$23.2K +1,800 +8%
Morgan Stanley
42
Morgan Stanley
New York
$322K +$89.5K +6,950 +43%
OAM
43
Oppenheimer Asset Management
New York
$305K -$5.67K -440 -2%
QC
44
Quadrature Capital
United Kingdom
$293K +$273K +21,186 New
NI
45
NFC Investments
Tennessee
$287K +$267K +20,746 New
JP Morgan Chase
46
JP Morgan Chase
New York
$271K +$78.3K +6,083 +45%
JF
47
Jump Financial
Illinois
$232K +$216K +16,740 New
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$219K -$26 -2 -0%
State of Tennessee, Department of Treasury
49
State of Tennessee, Department of Treasury
Tennessee
$207K +$193K +14,961 New
AllianceBernstein
50
AllianceBernstein
Tennessee
$199K +$15.5K +1,200 +9%
1
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TIPT Hedge Fund Activity: Q4 2022 in Review

85 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q4 2022, worth a combined $140M — up 6.8% from $131M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TIPT positions and 5 closed out — a net gain of 8 holders — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Hillsdale Investment Management, adding an estimated $2.8M. The largest seller was Fidelity Investments, cutting an estimated $5.93M.

  • 85 institutional investors held Tiptree Inc (TIPT) as of Q4 2022, up from 77 in Q3 2022.
  • Funds reported $140M of Tiptree Inc stock for Q4 2022, up 6.8% quarter-over-quarter.
  • 13 funds opened new Tiptree Inc positions in Q4 2022 and 5 closed out, a net change of +8 holders.
  • The largest Tiptree Inc buyer in Q4 2022 was Hillsdale Investment Management, an estimated $2.8M added.
  • The largest Tiptree Inc seller in Q4 2022 was Fidelity Investments, an estimated $5.93M sold.

Based on aggregated 13F filings for Q4 2022.