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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
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$131K -$99K -7,114 -45%
Citigroup
77
Citigroup
New York
$116K +$99.8K +7,174 +1,312%
OP
78
ORG Partners
Indiana
$102K +$94.6K +6,800 New
Zurich Cantonal Bank
79
Zurich Cantonal Bank
Switzerland
$81K – – –
Lazard Asset Management
80
Lazard Asset Management
New York
$65K – – –
AB
81
Amalgamated Bank
New York
$41K +$2.73K +196 +8%
DWA
82
Dorsey Wright & Associates
California
$37.9K +$1.49K +107 +4%
AIP
83
Ameritas Investment Partners
Nebraska
$34.7K – – –
Allspring Global Investments
84
Allspring Global Investments
North Carolina
$27.7K +$2.83K +203 +12%
TRCT
85
Tower Research Capital (TRC)
New York
$21.4K -$3.91K -281 -16%
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$20.8K – – –
Canada Life
87
Canada Life
Manitoba, Canada
$18K – – –
SPIA
88
Steward Partners Investment Advisory
New York
$16.1K – – –
Fidelity Investments
89
Fidelity Investments
Massachusetts
$11.9K -$1.57K -113 -13%
Osaic Holdings
90
Osaic Holdings
Arizona
$6K – – –
WTG
91
West Tower Group
Virginia
$5.04K +$4.68K +336 New
Group One Trading
92
Group One Trading
Illinois
$1.5K – – –
S
93
SignatureFD
Georgia
$1.19K – – –
CSS
94
Cubist Systematic Strategies
Connecticut
$1.13K -$56.9K -4,090 -98%
GWS
95
Glassman Wealth Services
Virginia
$1.1K – – –
EWA
96
EverSource Wealth Advisors
Alabama
$1.1K +$1.02K +73 New
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$1K -$6.96K -500 -89%
Nisa Investment Advisors
98
Nisa Investment Advisors
Missouri
$60 – – –
EI
99
EAM Investors
California
– -$1.47M -100,668 Closed
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
– -$375K -25,733 Closed
1 2 3
4
5

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.