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TriplePoint Venture Growth BDC
TPVG

Overview Fund Activity

75 hedge funds and large institutions have $111M invested in TriplePoint Venture Growth BDC in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
30
Reduced
23
Closed
9
Calls
$1.23M
Puts
$3.61M
Net Calls
-$2.38M
Net Calls Change
-$2.39M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$2.51M
2
CAN
2
Cetera Advisor Networks
California
$491K
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.84M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.37M
5
ZCA
5
Zeke Capital Advisors
Pennsylvania
$325K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.2M
2
LCWP
2
Legacy Capital Wealth Partners
Arkansas
$0
3
VanEck Associates
3
VanEck Associates
New York
$7.06M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.98M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$2.7M
Name Market Value Shares Shares
Change 		Shares
Change %
EIM
26
Essex Investment Management
Massachusetts
$804K 52,927 -1,705 -3%
TYCC
27
Texas Yale Capital Corp
Florida
$726K 47,800 – –
VEA
28
Virtus ETF Advisers
New York
$699K 46,048 +13,884 +43%
LPL Financial
29
LPL Financial
California
$586K 38,596 +2,693 +8%
Ameriprise
30
Ameriprise
Minnesota
$516K 33,990 +1,444 +4%
CAN
31
Cetera Advisor Networks
California
$491K 32,357 +32,357 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$327K 21,528 +766 +4%
ZCA
33
Zeke Capital Advisors
Pennsylvania
$325K 21,395 +21,395 New
BAIA
34
Bel Air Investment Advisors
California
$324K 21,300 – –
SIG
35
Sargent Investment Group
Maryland
$311K 20,500 -1,320 -6%
IWM
36
IHT Wealth Management
Illinois
$311K 20,487 +1,658 +9%
CFS
37
Capital Financial Services
New York
$302K 19,900 – –
ASN
38
Advisory Services Network
Georgia
$297K 19,583 +2,532 +15%
SW
39
SVB Wealth
Massachusetts
$292K 19,177 +3,283 +21%
WSTAM
40
Wilbanks Smith & Thomas Asset Management
Virginia
$258K 17,000 – –
EGA
41
Eagle Global Advisors
Texas
$249K 16,370 -14,710 -47%
LGA
42
Lebenthal Global Advisors
New York
$248K 16,348 +5,828 +55%
CA
43
Cetera Advisors
Colorado
$245K 16,160 -595 -4%
KA
44
Kovack Advisors
Florida
$238K 15,700 +15,700 New
RJA
45
Raymond James & Associates
Florida
$228K 15,012 +56 +0.4%
P
46
&Partners
Tennessee
$218K 14,359 +464 +3%
CG
47
Caprock Group
Idaho
$213K 14,000 +14,000 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$205K 13,520 -337 -2%
MA
49
Montag & Associates
Georgia
$175K 11,500 – –
KAS
50
Kestra Advisory Services
Texas
$171K 11,242 +71 +0.6%
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