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Tiptree Inc

53 hedge funds and large institutions have $111M invested in Tiptree Inc in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more capital invested

Capital invested by funds: $63.7M → $111M (+$47.3M)

0.38% more ownership

Funds ownership: 37.75%38.13% (+0.38%)

4% less funds holding

Funds holding: 5553 (-2)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$23.2M -$475K -82,189 -3%
BlackRock
2
BlackRock
New York
$14.1M +$526K +91,107 +6%
CS
3
Credit Suisse
Switzerland
$10.4M -$31.7K -5,481 -0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.96M -$1.39M -240,001 -18%
Bank of America
5
Bank of America
North Carolina
$8.1M +$40.7K +7,040 +0.8%
TG
6
TCW Group
California
$7.98M +$25.3K +4,382 +0.5%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$6.32M -$1.2M -207,008 -23%
State Street
8
State Street
Massachusetts
$3.63M -$247K -42,815 -10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.15M -$129K -22,269 -6%
Renaissance Technologies
10
Renaissance Technologies
New York
$2.47M +$393K +68,038 +33%
BCM
11
Bridgeway Capital Management
Texas
$2.39M
Northern Trust
12
Northern Trust
Illinois
$2.05M -$107K -18,468 -7%
Goldman Sachs
13
Goldman Sachs
New York
$1.81M +$277K +48,004 +31%
Boston Partners
14
Boston Partners
Massachusetts
$1.69M
AA
15
Ancora Advisors
Ohio
$1.46M +$167K +28,822 +21%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.41M +$22.6K +3,917 +3%
RJA
17
Raymond James & Associates
Florida
$1.15M +$443K +76,710 +147%
CP
18
Clayton Partners
California
$1.05M +$678K +117,334 New
N
19
Nuveen
North Carolina
$906K -$19.4K -3,357 -3%
ARM
20
Adirondack Research & Management
New York
$845K +$201K +34,824 +58%
CCM
21
Community Capital Management
Florida
$716K
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$711K +$231K +39,956 +101%
JP Morgan Chase
23
JP Morgan Chase
New York
$677K -$23.9K -4,142 -5%
Charles Schwab
24
Charles Schwab
California
$552K +$27.8K +4,811 +8%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$451K

TIPT Hedge Fund Activity: Q1 2021 in Review

53 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q1 2021, worth a combined $111M — up 74% from $63.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of TIPT and 5 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 17 added.

The largest buyer was BlackRock, adding an estimated $526K. The largest seller was Vanguard Group, cutting an estimated $1.39M.

  • 53 institutional investors held Tiptree Inc (TIPT) as of Q1 2021, down from 55 in Q4 2020.
  • Funds reported $111M of Tiptree Inc stock for Q1 2021, up 74% quarter-over-quarter.
  • 5 funds opened new Tiptree Inc positions in Q1 2021 and 7 closed out, a net change of -2 holders.
  • The largest Tiptree Inc buyer in Q1 2021 was BlackRock, an estimated $526K added.
  • The largest Tiptree Inc seller in Q1 2021 was Vanguard Group, an estimated $1.39M sold.

Based on aggregated 13F filings for Q1 2021.