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Tiptree Inc

98 hedge funds and large institutions have $265M invested in Tiptree Inc in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

43% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 28

22% more capital invested

Capital invested by funds: $217M → $265M (+$48M)

4% more funds holding

Funds holding: 9498 (+4)

2.78% more ownership

Funds ownership: 35.26%38.04% (+2.8%)

44% less call options, than puts

Call options by funds: $2.81M | Put options by funds: $4.97M

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
40
Reduced
28
Closed
9
Calls
$2.81M
Puts
$4.97M
Net Calls
-$2.17M
Net Calls Change
-$861K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
76
Wells Fargo
California
$134K +$25.1K +1,449 +26%
ASN
77
Advisory Services Network
Georgia
$114K +$104K +6,014 New
Zurich Cantonal Bank
78
Zurich Cantonal Bank
Switzerland
$102K
Lazard Asset Management
79
Lazard Asset Management
New York
$83K
Citigroup
80
Citigroup
New York
$72.5K +$62.1K +3,588 +1,514%
Group One Trading
81
Group One Trading
Illinois
$68.4K +$60.7K +3,506 +3,506%
AB
82
Amalgamated Bank
New York
$47K -$4.22K -244 -9%
AIP
83
Ameritas Investment Partners
Nebraska
$43.8K
TRCT
84
Tower Research Capital (TRC)
New York
$40.3K +$26.9K +1,555 +272%
ACM
85
Aquatic Capital Management
Illinois
$38K +$34.6K +2,000 New
SPIA
86
Steward Partners Investment Advisory
New York
$28.2K +$2.35K +136 +10%
MLICM
87
Metropolitan Life Insurance Company (MetLife)
New York
$26.2K
Parallax Volatility Advisers
88
Parallax Volatility Advisers
California
$22.6K +$20.6K +1,192 New
Canada Life
89
Canada Life
Manitoba, Canada
$22K
BWM
90
Baystate Wealth Management
Massachusetts
$19K +$17.4K +1,004 New
Fidelity Investments
91
Fidelity Investments
Massachusetts
$17.1K +$935 +54 +6%
WTG
92
West Tower Group
Virginia
$8.38K +$7.65K +442 New
Osaic Holdings
93
Osaic Holdings
Arizona
$7.58K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.82K +163 +255%
S
95
SignatureFD
Georgia
$1.5K
GWS
96
Glassman Wealth Services
Virginia
$1.38K
EWA
97
EverSource Wealth Advisors
Alabama
$1.21K
Nisa Investment Advisors
98
Nisa Investment Advisors
Missouri
$76
Point72 Asset Management
99
Point72 Asset Management
Connecticut
-$2.86M -170,420 Closed
EI
100
EAM Investors
California
-$815K -48,637 Closed

TIPT Hedge Fund Activity: Q4 2023 in Review

98 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q4 2023, worth a combined $265M — up 22% from $217M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TIPT positions and 9 closed out — a net gain of 4 holders — while 40 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $3.04M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $2.86M sold.

  • 98 institutional investors held Tiptree Inc (TIPT) as of Q4 2023, up from 94 in Q3 2023.
  • Funds reported $265M of Tiptree Inc stock for Q4 2023, up 22% quarter-over-quarter.
  • 13 funds opened new Tiptree Inc positions in Q4 2023 and 9 closed out, a net change of +4 holders.
  • The largest Tiptree Inc buyer in Q4 2023 was BlackRock, an estimated $3.04M added.
  • The largest Tiptree Inc seller in Q4 2023 was Point72 Asset Management, an estimated $2.86M sold.

Based on aggregated 13F filings for Q4 2023.