Tiptree Inc
TIPT
55 hedge funds and large institutions have $63.7M invested in Tiptree Inc in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
17% more funds holding
Funds holding: 47 → 55 (+8)
15% more capital invested
Capital invested by funds: $55.5M → $63.7M (+$8.18M)
4.48% more ownership
Funds ownership: 33.27% → 37.75% (+4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$6.08M |
| 2 |
Renaissance Technologies
New York
|
+$851K |
| 3 |
BlackRock
New York
|
+$451K |
| 4 |
Morgan Stanley
New York
|
+$301K |
| 5 |
JP Morgan Chase
New York
|
+$291K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.24M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$348K |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$138K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$118K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$95K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
51
Sound Income Strategies
Ft Lauderdale,
Florida
| $9K | – | – | – |
|
52
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8K | +$8.22K | +1,585 | New |
|
53
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | – | – | – |
|
|
OSAM
54
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $4K | -$83.8K | -16,159 | -95% |
|
|
AIG
55
American International Group
New York
| $71 | -$2.12K | -409 | -3% |
|
|
HF
56
HRT Financial
New York
| – | -$60K | -12,200 | Closed |
|
TIPT Hedge Fund Activity: Q4 2020 in Review
55 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q4 2020, worth a combined $63.7M — up 15% from $55.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new TIPT positions and 1 closed out — a net gain of 8 holders — while 20 added to existing stakes and 17 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $6.08M. The largest seller was Vanguard Group, cutting an estimated $1.24M.
- 55 institutional investors held Tiptree Inc (TIPT) as of Q4 2020, up from 47 in Q3 2020.
- Funds reported $63.7M of Tiptree Inc stock for Q4 2020, up 15% quarter-over-quarter.
- 9 funds opened new Tiptree Inc positions in Q4 2020 and 1 closed out, a net change of +8 holders.
- The largest Tiptree Inc buyer in Q4 2020 was Credit Suisse, an estimated $6.08M added.
- The largest Tiptree Inc seller in Q4 2020 was Vanguard Group, an estimated $1.24M sold.
Based on aggregated 13F filings for Q4 2020.