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Tiptree Inc
TIPT

98 hedge funds and large institutions have $199M invested in Tiptree Inc in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

703% more call options, than puts

Call options by funds: $233K | Put options by funds: $29K

52% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 27

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 96 → 98 (+2)

4% more capital invested

Capital invested by funds: $191M → $199M (+$7.82M)

0.38% more ownership

Funds ownership: 35.53% → 35.91% (+0.38%)

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
41
Reduced
27
Closed
8
Calls
$233K
Puts
$29K
Net Calls
+$204K
Net Calls Change
-$1.55M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.13M
2
CC
Cannell Capital
Wyoming
+$1.76M
3
EF
Empowered Funds
Pennsylvania
+$1.68M
4
HA
Heartland Advisors
Wisconsin
+$696K
5
Two Sigma Investments
Two Sigma Investments
New York
+$620K

Top Sellers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
-$7.76M
2
EI
EAM Investors
California
-$1.47M
3
Millennium Management
Millennium Management
New York
-$1.09M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$893K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$694K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.2M +$487K +34,984 +78%
Boston Partners
27
Boston Partners
Massachusetts
$1.15M – – –
Charles Schwab
28
Charles Schwab
California
$968K -$14.1K -1,012 -2%
RJA
29
Raymond James & Associates
Florida
$900K -$94.6K -6,795 -10%
Federated Hermes
30
Federated Hermes
Pennsylvania
$837K +$6.12K +440 +0.8%
AA
31
Ancora Advisors
Ohio
$810K – – –
Ameriprise
32
Ameriprise
Minnesota
$810K +$34.6K +2,485 +5%
Citadel Advisors
33
Citadel Advisors
Florida
$769K +$411K +29,546 +136%
Bank of America
34
Bank of America
North Carolina
$722K +$367K +26,374 +122%
Swiss National Bank
35
Swiss National Bank
Switzerland
$706K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$629K +$219K +15,764 +60%
Squarepoint
37
Squarepoint
New York
$592K +$312K +22,441 +132%
Renaissance Technologies
38
Renaissance Technologies
New York
$581K +$1.39K +100 +0.3%
PFS
39
Prospera Financial Services
Texas
$579K -$1.39K -100 -0.3%
TA
40
Tectonic Advisors
Texas
$526K +$15K +1,080 +3%
Millennium Management
41
Millennium Management
New York
$524K -$1.09M -78,052 -69%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$521K -$55.1K -3,959 -10%
Barclays
43
Barclays
United Kingdom
$518K +$219K +15,751 +84%
CS
44
Credit Suisse
Switzerland
$503K +$242K +17,424 +108%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$411K -$13.1K -944 -3%
Acadian Asset Management
46
Acadian Asset Management
Massachusetts
$402K -$694K -49,854 -65%
JP Morgan Chase
47
JP Morgan Chase
New York
$381K +$27.7K +1,992 +9%
CCIA
48
Campbell & Co Investment Adviser
Maryland
$367K +$170K +12,213 +100%
TI
49
Trexquant Investment
Connecticut
$363K +$33.3K +2,395 +11%
KCM
50
Kennedy Capital Management
Missouri
$353K +$327K +23,491 New
1
2
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TIPT Hedge Fund Activity: Q2 2023 in Review

98 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q2 2023, worth a combined $199M — up 4.1% from $191M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TIPT positions and 8 closed out — a net gain of 2 holders — while 41 added to existing stakes and 27 trimmed.

The largest buyer was BlackRock, adding an estimated $3.13M. The largest seller was Bridgeway Capital Management, cutting an estimated $7.76M.

  • 98 institutional investors held Tiptree Inc (TIPT) as of Q2 2023, up from 96 in Q1 2023.
  • Funds reported $199M of Tiptree Inc stock for Q2 2023, up 4.1% quarter-over-quarter.
  • 10 funds opened new Tiptree Inc positions in Q2 2023 and 8 closed out, a net change of +2 holders.
  • The largest Tiptree Inc buyer in Q2 2023 was BlackRock, an estimated $3.13M added.
  • The largest Tiptree Inc seller in Q2 2023 was Bridgeway Capital Management, an estimated $7.76M sold.

Based on aggregated 13F filings for Q2 2023.