We are live on ! Find out more
TIPT icon

Tiptree Inc

110 hedge funds and large institutions have $250M invested in Tiptree Inc in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $3.01M

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more funds holding

Funds holding: 98110 (+12)

1.25% more ownership

Funds ownership: 38.04%39.29% (+1.2%)

6% less capital invested

Capital invested by funds: $265M → $250M (-$15.5M)

25% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 40

Holders
110
Holders Change
+12
Holders Change %
+12.24%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
30
Reduced
40
Closed
10
Calls
$12.8M
Puts
$3.01M
Net Calls
+$9.74M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$43.9M -$705K -39,297 -2%
BlackRock
2
BlackRock
New York
$34M -$844K -47,028 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$20M +$317K +17,660 +2%
CC
4
Cannell Capital
Wyoming
$17.6M +$4.97M +276,973 +37%
BICM
5
Breach Inlet Capital Management
South Carolina
$11M -$2.63M -146,814 -19%
RA
6
Royce & Associates
New York
$9.68M -$989K -55,098 -9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$8.65M +$228K +12,709 +3%
State Street
8
State Street
Massachusetts
$8.36M +$278K +15,495 +3%
CSC
9
Cove Street Capital
California
$7.32M +$505K +28,132 +7%
TG
10
TCW Group
California
$7.26M
BCM
11
Bridgeway Capital Management
Texas
$5.76M +$210K +11,725 +4%
HA
12
Heartland Advisors
Wisconsin
$5.62M -$449K -25,000 -7%
HIM
13
Hillsdale Investment Management
Ontario, Canada
$3.92M +$318K +17,700 +8%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$3.59M +$2.63M +146,440 +239%
Northern Trust
15
Northern Trust
Illinois
$3.53M -$156K -8,710 -4%
SCP
16
Steamboat Capital Partners
New York
$3.43M +$3.56M +198,313 New
Franklin Resources
17
Franklin Resources
California
$3.22M -$200K -11,121 -6%
KCM
18
Kennedy Capital Management
Missouri
$2.7M +$2.37M +131,871 +539%
EF
19
Empowered Funds
Pennsylvania
$2.69M +$210K +11,725 +8%
Millennium Management
20
Millennium Management
New York
$2.24M +$1.99M +111,095 +604%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$2.22M -$929K -51,780 -29%
HCM
22
Hodges Capital Management
Texas
$2.13M -$316K -17,635 -13%
N
23
Nuveen
North Carolina
$1.88M -$52.2K -2,910 -3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.77M -$114K -6,379 -6%
Invesco
25
Invesco
Georgia
$1.74M -$3.16M -175,886 -64%

TIPT Hedge Fund Activity: Q1 2024 in Review

110 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q1 2024, worth a combined $250M — down 5.9% from $265M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TIPT positions and 10 closed out — a net gain of 13 holders — while 30 added to existing stakes and 40 trimmed.

The largest buyer was Cannell Capital, adding an estimated $4.97M. The largest seller was Invesco, cutting an estimated $3.16M.

  • 110 institutional investors held Tiptree Inc (TIPT) as of Q1 2024, up from 98 in Q4 2023.
  • Funds reported $250M of Tiptree Inc stock for Q1 2024, down 5.9% quarter-over-quarter.
  • 23 funds opened new Tiptree Inc positions in Q1 2024 and 10 closed out, a net change of +13 holders.
  • The largest Tiptree Inc buyer in Q1 2024 was Cannell Capital, an estimated $4.97M added.
  • The largest Tiptree Inc seller in Q1 2024 was Invesco, an estimated $3.16M sold.

Based on aggregated 13F filings for Q1 2024.