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Tiptree Inc
TIPT

57 hedge funds and large institutions have $99.7M invested in Tiptree Inc in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

18% more capital invested

Capital invested by funds: $84.8M → $99.7M (+$14.9M)

2% more funds holding

Funds holding: 56 → 57 (+1)

1.74% more ownership

Funds ownership: 33.7% → 35.44% (+1.7%)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$5.98M
2
Boston Partners
Boston Partners
Massachusetts
+$2.05M
3
Goldman Sachs
Goldman Sachs
New York
+$332K
4
Morgan Stanley
Morgan Stanley
New York
+$183K
5
JP Morgan Chase
JP Morgan Chase
New York
+$181K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.18M
3
Ameriprise
Ameriprise
Minnesota
-$320K
4
Renaissance Technologies
Renaissance Technologies
New York
-$260K
5
BlackRock
BlackRock
New York
-$260K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$22M +$6.12K +801 +0%
TG
2
TCW Group
California
$14M – – –
BlackRock
3
BlackRock
New York
$11.5M -$260K -34,008 -2%
Bank of America
4
Bank of America
North Carolina
$11.4M -$2.7M -353,684 -20%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.18M -$1.18M -153,964 -12%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$6.36M +$5.98M +781,948 New
State Street
7
State Street
Massachusetts
$3.65M +$109K +14,227 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.55M +$67.8K +8,868 +3%
Northern Trust
9
Northern Trust
Illinois
$2.19M +$63.3K +8,284 +3%
Boston Partners
10
Boston Partners
Massachusetts
$2.18M +$2.05M +268,004 New
BCM
11
Bridgeway Capital Management
Texas
$1.87M – – –
Goldman Sachs
12
Goldman Sachs
New York
$1.71M +$332K +43,361 +26%
AA
13
Ancora Advisors
Ohio
$1.06M -$23.1K -3,020 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$964K +$16.1K +2,108 +2%
N
15
Nuveen
North Carolina
$778K -$4.91K -642 -0.7%
CCM
16
Community Capital Management
Florida
$700K +$6.96K +910 +1%
MAM
17
Martingale Asset Management
Massachusetts
$651K -$28.2K -3,693 -4%
Charles Schwab
18
Charles Schwab
California
$495K – – –
MSL
19
Mackay Shields LLC
New York
$466K +$161K +21,100 +58%
Morgan Stanley
20
Morgan Stanley
New York
$362K +$183K +23,911 +117%
Wells Fargo
21
Wells Fargo
California
$359K -$1.7K -222 -0.5%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$327K -$2.06K -269 -0.7%
Renaissance Technologies
23
Renaissance Technologies
New York
$324K -$260K -34,058 -46%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$312K – – –
PFS
25
Prospera Financial Services
Texas
$309K – – –
1
2 3

TIPT Hedge Fund Activity: Q4 2019 in Review

57 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q4 2019, worth a combined $99.7M — up 18% from $84.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new TIPT positions and 4 closed out — a net gain of 1 holder — while 22 added to existing stakes and 17 trimmed.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $5.98M. The largest seller was Bank of America, cutting an estimated $2.7M.

  • 57 institutional investors held Tiptree Inc (TIPT) as of Q4 2019, up from 56 in Q3 2019.
  • Funds reported $99.7M of Tiptree Inc stock for Q4 2019, up 18% quarter-over-quarter.
  • 5 funds opened new Tiptree Inc positions in Q4 2019 and 4 closed out, a net change of +1 holder.
  • The largest Tiptree Inc buyer in Q4 2019 was Russell Investments Group, an estimated $5.98M added.
  • The largest Tiptree Inc seller in Q4 2019 was Bank of America, an estimated $2.7M sold.

Based on aggregated 13F filings for Q4 2019.