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Tiptree Inc

126 hedge funds and large institutions have $311M invested in Tiptree Inc in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

14% more call options, than puts

Call options by funds: $33K | Put options by funds: $29K

9% more capital invested

Capital invested by funds: $286M → $311M (+$24.8M)

8% more funds holding

Funds holding: 117126 (+9)

0.49% more ownership

Funds ownership: 39.77%40.26% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
46
Reduced
39
Closed
9
Calls
$33K
Puts
$29K
Net Calls
+$4K
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$52.2M -$294K -14,039 -0.6%
BlackRock
2
BlackRock
New York
$49.6M +$4.38M +209,414 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$26.4M -$390K -18,641 -1%
BICM
4
Breach Inlet Capital Management
South Carolina
$14.8M -$1.79M -85,635 -11%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$11.6M -$85.2K -4,072 -0.7%
CC
6
Cannell Capital
Wyoming
$11.4M -$4.45M -212,796 -28%
RA
7
Royce & Associates
New York
$10.9M +$1.43M +68,338 +15%
State Street
8
State Street
Massachusetts
$10.7M +$390K +18,633 +4%
HA
9
Heartland Advisors
Wisconsin
$6.78M
TG
10
TCW Group
California
$5.88M -$1.7M -81,215 -22%
KCM
11
Kennedy Capital Management
Missouri
$5.7M +$2.03M +97,078 +55%
Invesco
12
Invesco
Georgia
$5.46M +$4.37M +208,814 +396%
BCM
13
Bridgeway Capital Management
Texas
$5.29M -$764K -36,481 -13%
Goldman Sachs
14
Goldman Sachs
New York
$4.81M +$2.28M +108,929 +90%
Northern Trust
15
Northern Trust
Illinois
$4.72M +$414K +19,773 +10%
HIM
16
Hillsdale Investment Management
Ontario, Canada
$4.63M +$25.1K +1,200 +0.5%
N
17
Nuveen
North Carolina
$4.34M +$255K +12,160 +6%
Charles Schwab
18
Charles Schwab
California
$3.86M +$26.6K +1,271 +0.7%
HCM
19
Hodges Capital Management
Texas
$3.52M +$927K +44,269 +36%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$3.33M +$2.82M +134,534 +539%
Morgan Stanley
21
Morgan Stanley
New York
$3.31M +$644K +30,748 +24%
JP Morgan Chase
22
JP Morgan Chase
New York
$2.92M +$1.27M +60,595 +77%
EF
23
Empowered Funds
Pennsylvania
$2.47M +$120K +5,719 +5%
Millennium Management
24
Millennium Management
New York
$2.45M -$116K -5,563 -5%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$2.32M -$111K -5,314 -5%

TIPT Hedge Fund Activity: Q4 2024 in Review

126 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q4 2024, worth a combined $311M — up 8.7% from $286M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TIPT positions and 9 closed out — a net gain of 10 holders — while 46 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $4.38M. The largest seller was Cannell Capital, cutting an estimated $4.45M.

  • 126 institutional investors held Tiptree Inc (TIPT) as of Q4 2024, up from 117 in Q3 2024.
  • Funds reported $311M of Tiptree Inc stock for Q4 2024, up 8.7% quarter-over-quarter.
  • 19 funds opened new Tiptree Inc positions in Q4 2024 and 9 closed out, a net change of +10 holders.
  • The largest Tiptree Inc buyer in Q4 2024 was BlackRock, an estimated $4.38M added.
  • The largest Tiptree Inc seller in Q4 2024 was Cannell Capital, an estimated $4.45M sold.

Based on aggregated 13F filings for Q4 2024.