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Tiptree Inc

55 hedge funds and large institutions have $63.7M invested in Tiptree Inc in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

17% more funds holding

Funds holding: 4755 (+8)

15% more capital invested

Capital invested by funds: $55.5M → $63.7M (+$8.18M)

4.48% more ownership

Funds ownership: 33.27%37.75% (+4.5%)

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
17
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$13.4M -$348K -67,130 -2%
BlackRock
2
BlackRock
New York
$7.43M +$451K +86,864 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.79M -$1.24M -238,877 -15%
CS
4
Credit Suisse
Switzerland
$5.88M +$6.08M +1,171,647 New
Russell Investments Group
5
Russell Investments Group
United Kingdom
$4.58M +$53.2K +10,260 +1%
Bank of America
6
Bank of America
North Carolina
$4.51M -$118K -22,758 -2%
TG
7
TCW Group
California
$4.46M
State Street
8
State Street
Massachusetts
$2.25M -$31.6K -6,098 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.88M +$63.3K +12,197 +3%
BCM
10
Bridgeway Capital Management
Texas
$1.34M
Northern Trust
11
Northern Trust
Illinois
$1.24M -$58K -11,188 -4%
Renaissance Technologies
12
Renaissance Technologies
New York
$1.04M +$851K +164,162 +377%
Boston Partners
13
Boston Partners
Massachusetts
$945K
Goldman Sachs
14
Goldman Sachs
New York
$772K -$14.1K -2,709 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$771K +$118K +22,754 +17%
AA
16
Ancora Advisors
Ohio
$677K +$122K +23,480 +21%
N
17
Nuveen
North Carolina
$525K +$66.8K +12,885 +14%
CCM
18
Community Capital Management
Florida
$402K -$57.1K -11,000 -12%
JP Morgan Chase
19
JP Morgan Chase
New York
$400K +$291K +56,045 +236%
Morgan Stanley
20
Morgan Stanley
New York
$334K +$301K +58,074 +694%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$317K +$132K +25,431 +68%
ARM
22
Adirondack Research & Management
New York
$299K +$70.8K +13,655 +30%
Charles Schwab
23
Charles Schwab
California
$286K
Barclays
24
Barclays
United Kingdom
$271K +$168K +32,385 +149%
Millennium Management
25
Millennium Management
New York
$264K +$273K +52,610 New

TIPT Hedge Fund Activity: Q4 2020 in Review

55 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q4 2020, worth a combined $63.7M — up 15% from $55.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TIPT positions and 1 closed out — a net gain of 8 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $6.08M. The largest seller was Vanguard Group, cutting an estimated $1.24M.

  • 55 institutional investors held Tiptree Inc (TIPT) as of Q4 2020, up from 47 in Q3 2020.
  • Funds reported $63.7M of Tiptree Inc stock for Q4 2020, up 15% quarter-over-quarter.
  • 9 funds opened new Tiptree Inc positions in Q4 2020 and 1 closed out, a net change of +8 holders.
  • The largest Tiptree Inc buyer in Q4 2020 was Credit Suisse, an estimated $6.08M added.
  • The largest Tiptree Inc seller in Q4 2020 was Vanguard Group, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2020.