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Tiptree Inc
TIPT

Overview Fund Activity

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
Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
1.69%
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

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$3.59M
2
BICM
2
Breach Inlet Capital Management
South Carolina
$15.6M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$1.47M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$25.1M
5
BlackRock
5
BlackRock
New York
$42.5M

Top Sellers

1
CC
1
Cannell Capital
Wyoming
$14.8M
2
Millennium Management
2
Millennium Management
New York
$2.4M
3
EF
3
Empowered Funds
Pennsylvania
$2.21M
4
BCM
4
Bridgeway Capital Management
Texas
$5.67M
5
TG
5
TCW Group
California
$7.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$15K +$7.77K +385 +108%
SO
102
STRS Ohio
Ohio
$13.7K -$76.3K -3,900 -85%
TC
103
Torno Capital
Massachusetts
$4.46K -$22.9K -1,172 -84%
HCA
104
Harbor Capital Advisors
Illinois
$4K +$4K +191 New
NC
105
nVerses Capital
Florida
$3.91K -$23.5K -1,200 -86%
S
106
SignatureFD
Georgia
$1.55K – – –
SCM
107
Sterling Capital Management
North Carolina
$1.53K +$1.53K +78 New
EWA
108
EverSource Wealth Advisors
Alabama
$1.25K – – –
CPA
109
Capital Performance Advisors
California
$1.16K +$1.16K +59 New
C
110
Covestor
United Kingdom
$1K +$359 +23 +56%
LC
111
Lindbrook Capital
California
$548 – – –
GI
112
GAMMA Investing
California
$391 +$391 +20 New
AF
113
Allworth Financial
California
$353 – – –
RIL
114
Rothschild Investment LLC
Illinois
$294 +$98 +5 +50%
Osaic Holdings
115
Osaic Holdings
Arizona
$254 -$98 -5 -28%
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$78 – – –
Squarepoint
117
Squarepoint
New York
– -$1M -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
2 3 4
5
6