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Tiptree Inc

110 hedge funds and large institutions have $250M invested in Tiptree Inc in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $3.01M

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more funds holding

Funds holding: 98110 (+12)

1.25% more ownership

Funds ownership: 38.04%39.29% (+1.2%)

6% less capital invested

Capital invested by funds: $265M → $250M (-$15.5M)

25% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 40

Holders
110
Holders Change
+12
Holders Change %
+12.24%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
30
Reduced
40
Closed
10
Calls
$12.8M
Puts
$3.01M
Net Calls
+$9.74M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
51
Teacher Retirement System of Texas
Texas
$507K +$249K +13,868 +90%
UBS Group
52
UBS Group
Switzerland
$470K -$49.3K -2,749 -9%
Boston Partners
53
Boston Partners
Massachusetts
$463K -$191K -10,648 -28%
GCP
54
GSA Capital Partners
United Kingdom
$446K +$463K +25,808 New
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$445K +$243K +13,530 +111%
TA
56
Tectonic Advisors
Texas
$426K -$27.8K -1,547 -6%
Marshall Wace
57
Marshall Wace
United Kingdom
$414K +$430K +23,977 New
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$384K -$18.2K -1,016 -4%
Legal & General Group
59
Legal & General Group
United Kingdom
$381K
NI
60
NFC Investments
Tennessee
$379K
NYLIM
61
New York Life Investment Management
New York
$368K +$382K +21,276 New
Bank of America
62
Bank of America
North Carolina
$347K -$982K -54,715 -73%
AWS
63
Atria Wealth Solutions
New York
$335K
RJA
64
Raymond James & Associates
Florida
$317K -$938K -52,252 -74%
Connor, Clark & Lunn Investment Management (CC&L)
65
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$316K +$328K +18,271 New
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$310K +$95.7K +5,332 +42%
AllianceBernstein
67
AllianceBernstein
Tennessee
$293K -$9.87K -550 -3%
DM
68
Deerfield Management
New York
$289K +$300K +16,728 New
Wolverine Trading
69
Wolverine Trading
Illinois
$289K +$300K +16,706 New
OAM
70
Oppenheimer Asset Management
New York
$281K +$26.4K +1,473 +10%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$263K +$2.58K +144 +1%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$252K +$261K +14,572 New
American Century Companies
73
American Century Companies
Missouri
$245K -$23K -1,284 -8%
Jacobs Levy Equity Management
74
Jacobs Levy Equity Management
New Jersey
$245K +$254K +14,161 New
Deutsche Bank
75
Deutsche Bank
Germany
$222K +$14.3K +799 +7%

TIPT Hedge Fund Activity: Q1 2024 in Review

110 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q1 2024, worth a combined $250M — down 5.9% from $265M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TIPT positions and 10 closed out — a net gain of 13 holders — while 30 added to existing stakes and 40 trimmed.

The largest buyer was Cannell Capital, adding an estimated $4.97M. The largest seller was Invesco, cutting an estimated $3.16M.

  • 110 institutional investors held Tiptree Inc (TIPT) as of Q1 2024, up from 98 in Q4 2023.
  • Funds reported $250M of Tiptree Inc stock for Q1 2024, down 5.9% quarter-over-quarter.
  • 23 funds opened new Tiptree Inc positions in Q1 2024 and 10 closed out, a net change of +13 holders.
  • The largest Tiptree Inc buyer in Q1 2024 was Cannell Capital, an estimated $4.97M added.
  • The largest Tiptree Inc seller in Q1 2024 was Invesco, an estimated $3.16M sold.

Based on aggregated 13F filings for Q1 2024.