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Tiptree Inc

117 hedge funds and large institutions have $286M invested in Tiptree Inc in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

649% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $1.94M

48% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 33

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

19% more capital invested

Capital invested by funds: $240M → $286M (+$46.5M)

3% more funds holding

Funds holding: 114117 (+3)

0.23% more ownership

Funds ownership: 39.54%39.77% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
49
Reduced
33
Closed
10
Calls
$14.5M
Puts
$1.94M
Net Calls
+$12.6M
Net Calls Change
+$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$15K +$7.15K +385 +108%
SO
102
STRS Ohio
Ohio
$13.7K -$72.4K -3,900 -85%
TC
103
Torno Capital
Massachusetts
$4.46K -$21.8K -1,172 -84%
HCA
104
Harbor Capital Advisors
Illinois
$4K +$3.55K +191 New
NC
105
nVerses Capital
Florida
$3.91K -$22.3K -1,200 -86%
S
106
SignatureFD
Georgia
$1.55K
SCM
107
Sterling Capital Management
North Carolina
$1.53K +$1.45K +78 New
EWA
108
EverSource Wealth Advisors
Alabama
$1.25K
CPA
109
Capital Performance Advisors
California
$1.16K +$1.09K +59 New
C
110
Covestor
United Kingdom
$1K +$427 +23 +56%
LC
111
Lindbrook Capital
California
$548
GI
112
GAMMA Investing
California
$391 +$371 +20 New
AF
113
Allworth Financial
California
$353
RIL
114
Rothschild Investment LLC
Illinois
$294 +$93 +5 +50%
Osaic Holdings
115
Osaic Holdings
Arizona
$254 -$93 -5 -28%
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$78
Squarepoint
117
Squarepoint
New York
-$1.13M -60,814 Closed
Marshall Wace
118
Marshall Wace
United Kingdom
-$846K -51,312 Closed
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
-$671K -40,703 Closed
Renaissance Technologies
120
Renaissance Technologies
New York
-$604K -36,600 Closed
JF
121
Jump Financial
Illinois
-$181K -11,000 Closed
Allspring Global Investments
122
Allspring Global Investments
North Carolina
-$47.8K -2,897 Closed
QT
123
Quantbot Technologies
New York
-$40K -2,427 Closed
EC
124
EntryPoint Capital
New York
-$35.9K -2,180 Closed
IC
125
Innealta Capital
Texas
-$3.76K -228 Closed

TIPT Hedge Fund Activity: Q3 2024 in Review

117 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q3 2024, worth a combined $286M — up 19% from $240M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TIPT positions and 10 closed out — a net gain of 3 holders — while 49 added to existing stakes and 33 trimmed.

The largest buyer was Charles Schwab, adding an estimated $2.13M. The largest seller was Cannell Capital, cutting an estimated $2.3M.

  • 117 institutional investors held Tiptree Inc (TIPT) as of Q3 2024, up from 114 in Q2 2024.
  • Funds reported $286M of Tiptree Inc stock for Q3 2024, up 19% quarter-over-quarter.
  • 13 funds opened new Tiptree Inc positions in Q3 2024 and 10 closed out, a net change of +3 holders.
  • The largest Tiptree Inc buyer in Q3 2024 was Charles Schwab, an estimated $2.13M added.
  • The largest Tiptree Inc seller in Q3 2024 was Cannell Capital, an estimated $2.3M sold.

Based on aggregated 13F filings for Q3 2024.