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Tiptree Inc
TIPT

57 hedge funds and large institutions have $60.8M invested in Tiptree Inc in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 57 → 57 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1.6% less ownership

Funds ownership: 35.44% → 33.84% (-1.6%)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

39% less capital invested

Capital invested by funds: $99.7M → $60.8M (-$38.9M)

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
18
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$267K
2
HCM
Hodges Capital Management
Texas
+$164K
3
AA
Ancora Advisors
Ohio
+$122K
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$106K
5
Citadel Advisors
Citadel Advisors
Florida
+$87.7K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$3.41M
2
Boston Partners
Boston Partners
Massachusetts
-$536K
3
Invesco
Invesco
Georgia
-$236K
4
Morgan Stanley
Morgan Stanley
New York
-$220K
5
MSL
Mackay Shields LLC
New York
-$198K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$14.2M +$74.6K +11,081 +0.4%
TG
2
TCW Group
California
$9.06M +$67.3K +10,000 +0.6%
BlackRock
3
BlackRock
New York
$7.35M -$63.8K -9,480 -0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.09M +$267K +39,672 +4%
Bank of America
5
Bank of America
North Carolina
$4.67M -$3.41M -507,321 -36%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$4.16M +$106K +15,682 +2%
State Street
7
State Street
Massachusetts
$2.33M -$19K -2,820 -0.6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.68M +$59.1K +8,781 +3%
Northern Trust
9
Northern Trust
Illinois
$1.46M +$67.5K +10,022 +4%
BCM
10
Bridgeway Capital Management
Texas
$1.2M – – –
Goldman Sachs
11
Goldman Sachs
New York
$1.07M -$37.8K -5,609 -3%
Boston Partners
12
Boston Partners
Massachusetts
$983K -$536K -79,699 -30%
AA
13
Ancora Advisors
Ohio
$775K +$122K +18,162 +14%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$647K +$38.9K +5,778 +5%
N
15
Nuveen
North Carolina
$498K -$525 -78 -0.1%
CCM
16
Community Capital Management
Florida
$475K +$33.7K +5,000 +6%
MAM
17
Martingale Asset Management
Massachusetts
$392K -$33K -4,907 -6%
Charles Schwab
18
Charles Schwab
California
$317K – – –
Wells Fargo
19
Wells Fargo
California
$240K +$13.6K +2,018 +5%
JP Morgan Chase
20
JP Morgan Chase
New York
$226K +$78.3K +11,639 +37%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$210K – – –
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$202K +$2.98K +443 +1%
PFS
23
Prospera Financial Services
Texas
$198K – – –
HSBC Holdings
24
HSBC Holdings
United Kingdom
$182K -$713 -106 -0.3%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$177K +$9.07K +1,348 +4%
1
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TIPT Hedge Fund Activity: Q1 2020 in Review

57 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q1 2020, worth a combined $60.8M — down 39% from $99.7M a quarter earlier.

Fund positioning in TIPT was balanced in Q1 2020: 4 funds opened new positions, 4 closed out, 18 added to existing stakes and 22 trimmed.

The largest buyer was Vanguard Group, adding an estimated $267K. The largest seller was Bank of America, cutting an estimated $3.41M.

  • 57 institutional investors held Tiptree Inc (TIPT) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $60.8M of Tiptree Inc stock for Q1 2020, down 39% quarter-over-quarter.
  • 4 funds opened new Tiptree Inc positions in Q1 2020 and 4 closed out, a net change of 0 holders.
  • The largest Tiptree Inc buyer in Q1 2020 was Vanguard Group, an estimated $267K added.
  • The largest Tiptree Inc seller in Q1 2020 was Bank of America, an estimated $3.41M sold.

Based on aggregated 13F filings for Q1 2020.