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TriplePoint Venture Growth BDC
TPVG

Overview Fund Activity

85 hedge funds and large institutions have $53.7M invested in TriplePoint Venture Growth BDC in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
31
Reduced
26
Closed
14
Calls
$2.22M
Puts
$2.16M
Net Calls
+$60K
Net Calls Change
-$345K

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$2.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.04M
3
Lido Advisors
3
Lido Advisors
California
$1.32M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$2.27M
5
VanEck Associates
5
VanEck Associates
New York
$7.19M

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$0
2
LCWP
2
Legacy Capital Wealth Partners
Arkansas
$0
3
AAM
3
Advisors Asset Management
Colorado
$1.44M
4
SPC
4
Sigma Planning Corp
Michigan
$407K
5
TYCC
5
Texas Yale Capital Corp
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$407K -$426K -39,221 -51%
ASFA
27
All Season Financial Advisors
Colorado
$366K -$6.6K -608 -2%
KA
28
Kovack Advisors
Florida
$359K -$230K -21,221 -39%
RJA
29
Raymond James & Associates
Florida
$355K +$42.7K +3,928 +14%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$347K -$64.4K -5,921 -16%
Canada Life
31
Canada Life
Manitoba, Canada
$331K -$41.8K -3,883 -11%
Osaic Holdings
32
Osaic Holdings
Arizona
$312K -$106K -9,778 -25%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$307K -$37.8K -3,481 -11%
SPIA
34
Steward Partners Investment Advisory
New York
$297K +$87.2K +8,029 +42%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$283K +$32.2K +2,971 +13%
SSA
36
Schonfeld Strategic Advisors
New York
$276K +$276K +25,400 New
WSTAM
37
Wilbanks Smith & Thomas Asset Management
Virginia
$239K – – –
IWM
38
IHT Wealth Management
Illinois
$231K -$60.9K -5,609 -21%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$228K +$38.7K +3,565 +20%
Comerica Bank
40
Comerica Bank
Texas
$208K -$10.9K -1,000 -5%
QT
41
Quantbot Technologies
New York
$207K +$166K +15,295 +408%
HighTower Advisors
42
HighTower Advisors
Illinois
$167K +$6.05K +560 +4%
HF
43
HRT Financial
New York
$164K +$164K +15,185 New
LMKC
44
L.M. Kohn & Company
Ohio
$164K +$44.6K +4,103 +37%
NG
45
Norden Group
Utah
$162K +$6K +552 +4%
LNC
46
Lincoln National Corp
Pennsylvania
$161K +$161K +14,787 New
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$160K +$135K +12,470 +542%
CAGAS
48
Capital Advisory Group Advisory Services
Minnesota
$154K -$2.81K -259 -2%
PCIA
49
Prime Capital Investment Advisors
Kansas
$144K – – –
KAS
50
Kestra Advisory Services
Texas
$137K -$20.7K -1,904 -13%
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