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Tiptree Inc

76 hedge funds and large institutions have $111M invested in Tiptree Inc in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $6.1M | Put options by funds: $2.35M

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% more funds holding

Funds holding: 7576 (+1)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

3% more capital invested

Capital invested by funds: $108M → $111M (+$3.64M)

0.43% less ownership

Funds ownership: 35.42%35% (-0.43%)

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
25
Reduced
23
Closed
15
Calls
$6.1M
Puts
$2.35M
Net Calls
+$3.75M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$159K +$82.1K +8,392 +113%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$158K -$685 -70 -0.4%
MCM
53
Marathon Capital Management
Maryland
$136K -$109K -11,100 -45%
Deutsche Bank
54
Deutsche Bank
Germany
$133K -$3.31K -338 -2%
AIG
55
American International Group
New York
$127K -$489 -50 -0.4%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$123K -$188K -19,236 -61%
OSAM
57
O'Shaughnessy Asset Management
Connecticut
$118K +$115K +11,739 New
AllianceBernstein
58
AllianceBernstein
Tennessee
$117K -$5.87K -600 -5%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$102K +$99.8K +10,204 New
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$70.5K +$22.9K +2,341 +50%
DWA
61
Dorsey Wright & Associates
California
$46K +$44.8K +4,579 New
TRCT
62
Tower Research Capital (TRC)
New York
$45K +$7.7K +787 +21%
Lazard Asset Management
63
Lazard Asset Management
New York
$43K +$42.9K +4,389 New
Citigroup
64
Citigroup
New York
$26K +$15K +1,536 +142%
AIP
65
Ameritas Investment Partners
Nebraska
$23K
Legal & General Group
66
Legal & General Group
United Kingdom
$18K
Osaic Holdings
67
Osaic Holdings
Arizona
$16K +$1.73K +177 +13%
MAM
68
Meeder Asset Management
Ohio
$13K
Wells Fargo
69
Wells Fargo
California
$12K +$9.07K +927 +345%
Group One Trading
70
Group One Trading
Illinois
$11K -$1.96K -200 -15%
UBS Group
71
UBS Group
Switzerland
$6K
TG
72
TCW Group
California
$5.71K
Fidelity Investments
73
Fidelity Investments
Massachusetts
$3K +$2.62K +268 New
GWS
74
Glassman Wealth Services
Virginia
$1K
KWM
75
Kingsview Wealth Management
Oregon
-$1.22M -128,219 Closed

TIPT Hedge Fund Activity: Q3 2021 in Review

76 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q3 2021, worth a combined $111M — up 3.4% from $108M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TIPT positions and 15 closed out — a net gain of 2 holders — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Royce & Associates, opening a new position worth an estimated $2.54M. The largest seller was Marshall Wace North America, cutting an estimated $1.97M.

  • 76 institutional investors held Tiptree Inc (TIPT) as of Q3 2021, up from 75 in Q2 2021.
  • Funds reported $111M of Tiptree Inc stock for Q3 2021, up 3.4% quarter-over-quarter.
  • 17 funds opened new Tiptree Inc positions in Q3 2021 and 15 closed out, a net change of +2 holders.
  • The largest Tiptree Inc buyer in Q3 2021 was Royce & Associates, an estimated $2.54M added.
  • The largest Tiptree Inc seller in Q3 2021 was Marshall Wace North America, an estimated $1.97M sold.

Based on aggregated 13F filings for Q3 2021.