Tiptree Inc
TIPT
57 hedge funds and large institutions have $99.7M invested in Tiptree Inc in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 4 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 17
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
18% more capital invested
Capital invested by funds: $84.8M → $99.7M (+$14.9M)
2% more funds holding
Funds holding: 56 → 57 (+1)
1.74% more ownership
Funds ownership: 33.7% → 35.44% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$5.98M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$2.05M |
| 3 |
Goldman Sachs
New York
|
+$332K |
| 4 |
Morgan Stanley
New York
|
+$183K |
| 5 |
JP Morgan Chase
New York
|
+$181K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.18M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$320K |
| 4 |
Renaissance Technologies
New York
|
-$260K |
| 5 |
BlackRock
New York
|
-$260K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
51
Ameritas Investment Partners
Lincoln,
Nebraska
| $19K | – | – | – |
|
|
SIS
52
Sound Income Strategies
Ft Lauderdale,
Florida
| $15K | – | – | – |
|
|
MAM
53
Meeder Asset Management
Dublin,
Ohio
| $14K | +$168 | +22 | +1% |
|
54
Royal Bank of Canada
Toronto,
Ontario, Canada
| $14K | +$6.28K | +822 | +91% |
|
55
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | – | – | – |
|
56
Canada Life
Winnipeg,
Manitoba, Canada
| $2K | +$1.99K | +260 | New |
|
|
GT
57
Glenmede Trust
Philadelphia,
Pennsylvania
| $1K | – | – | – |
|
|
RJFSA
58
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$103K | -14,091 | Closed |
|
59
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$86K | -11,746 | Closed |
|
|
TRCT
60
Tower Research Capital (TRC)
New York
| – | -$7K | -948 | Closed |
|
|
BCA
61
Bray Capital Advisors
Naples,
Florida
| – | -$6K | -802 | Closed |
|
TIPT Hedge Fund Activity: Q4 2019 in Review
57 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q4 2019, worth a combined $99.7M — up 18% from $84.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TIPT positions and 4 closed out — a net gain of 1 holder — while 22 added to existing stakes and 17 trimmed.
The largest buyer was Russell Investments Group, opening a new position worth an estimated $5.98M. The largest seller was Bank of America, cutting an estimated $2.7M.
- 57 institutional investors held Tiptree Inc (TIPT) as of Q4 2019, up from 56 in Q3 2019.
- Funds reported $99.7M of Tiptree Inc stock for Q4 2019, up 18% quarter-over-quarter.
- 5 funds opened new Tiptree Inc positions in Q4 2019 and 4 closed out, a net change of +1 holder.
- The largest Tiptree Inc buyer in Q4 2019 was Russell Investments Group, an estimated $5.98M added.
- The largest Tiptree Inc seller in Q4 2019 was Bank of America, an estimated $2.7M sold.
Based on aggregated 13F filings for Q4 2019.