We are live on ! Find out more
TIPT icon

Tiptree Inc

96 hedge funds and large institutions have $191M invested in Tiptree Inc in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

339% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $517K

36% more capital invested

Capital invested by funds: $140M → $191M (+$50.9M)

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

13% more funds holding

Funds holding: 8596 (+11)

0.12% more ownership

Funds ownership: 35.41%35.53% (+0.12%)

Holders
96
Holders Change
+11
Holders Change %
+12.94%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
36
Reduced
29
Closed
2
Calls
$2.27M
Puts
$517K
Net Calls
+$1.75M
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$40M +$180K +11,807 +0.4%
BlackRock
2
BlackRock
New York
$23.8M +$536K +35,211 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.9M +$386K +25,350 +2%
BCM
4
Bridgeway Capital Management
Texas
$12.5M -$250K -16,460 -2%
RA
5
Royce & Associates
New York
$9.72M -$291K -19,100 -3%
CC
6
Cannell Capital
Wyoming
$9.16M +$508K +33,363 +6%
State Street
7
State Street
Massachusetts
$6.59M +$586K +38,514 +9%
TG
8
TCW Group
California
$6.57M -$745K -49,000 -10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.56M +$224K +14,745 +3%
HA
10
Heartland Advisors
Wisconsin
$4.37M
CSC
11
Cove Street Capital
California
$4.32M -$1.11M -72,901 -20%
Point72 Asset Management
12
Point72 Asset Management
Connecticut
$3.87M -$722K -47,471 -15%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$3.55M -$388K -25,489 -9%
HIM
14
Hillsdale Investment Management
Ontario, Canada
$3.27M +$3.04K +200 +0.1%
Invesco
15
Invesco
Georgia
$2.91M +$1.6M +104,972 +111%
Northern Trust
16
Northern Trust
Illinois
$2.87M +$57K +3,748 +2%
Franklin Resources
17
Franklin Resources
California
$2.53M +$1.09M +71,900 +71%
HCM
18
Hodges Capital Management
Texas
$2.47M -$676K -44,422 -26%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.1M +$137 +9 +0%
Goldman Sachs
20
Goldman Sachs
New York
$1.94M +$137K +8,976 +7%
Millennium Management
21
Millennium Management
New York
$1.65M -$373K -24,498 -18%
EI
22
EAM Investors
California
$1.47M
N
23
Nuveen
North Carolina
$1.18M -$105K -6,898 -8%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$1.12M +$1.17M +76,707 New
Boston Partners
25
Boston Partners
Massachusetts
$1.11M

TIPT Hedge Fund Activity: Q1 2023 in Review

96 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q1 2023, worth a combined $191M — up 36% from $140M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TIPT positions and 2 closed out — a net gain of 11 holders — while 36 added to existing stakes and 29 trimmed.

The largest buyer was Invesco, adding an estimated $1.6M. The largest seller was Cove Street Capital, cutting an estimated $1.11M.

  • 96 institutional investors held Tiptree Inc (TIPT) as of Q1 2023, up from 85 in Q4 2022.
  • Funds reported $191M of Tiptree Inc stock for Q1 2023, up 36% quarter-over-quarter.
  • 13 funds opened new Tiptree Inc positions in Q1 2023 and 2 closed out, a net change of +11 holders.
  • The largest Tiptree Inc buyer in Q1 2023 was Invesco, an estimated $1.6M added.
  • The largest Tiptree Inc seller in Q1 2023 was Cove Street Capital, an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2023.