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TriplePoint Venture Growth BDC
TPVG

Overview Fund Activity

77 hedge funds and large institutions have $126M invested in TriplePoint Venture Growth BDC in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
23
Reduced
26
Closed
15
Calls
$1.88M
Puts
$815K
Net Calls
+$1.07M
Net Calls Change
+$824K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$1.7M
2
MCM
2
McKinley Capital Management
Alaska
$862K
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$3.64M
4
Invesco
4
Invesco
Georgia
$706K
5
VanEck Associates
5
VanEck Associates
New York
$8.5M

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$17.6M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$743K
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$2.21M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$2.5M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$230K +$230K +12,785 New
KAS
52
Kestra Advisory Services
Texas
$210K +$6.3K +350 +3%
MML Investors Services
53
MML Investors Services
Massachusetts
$207K +$207K +11,531 New
Canada Life
54
Canada Life
Manitoba, Canada
$201K -$6.92K -387 -3%
Fisher Asset Management
55
Fisher Asset Management
Washington
$191K +$191K +10,637 New
SL
56
Summitry LLC
California
$180K +$180K +10,000 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$170K – – –
GWM
58
Geneos Wealth Management
Colorado
$104K +$52.4K +2,943 +102%
TWM
59
Tradition Wealth Management
Minnesota
$94K +$8.89K +494 +10%
Group One Trading
60
Group One Trading
Illinois
$66K +$66K +3,654 New
TCWM
61
Total Clarity Wealth Management
Illinois
$60K +$4.77K +265 +9%
US Bancorp
62
US Bancorp
Minnesota
$54K – – –
SWA
63
SOA Wealth Advisors
New York
$53K – – –
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$41K – – –
Bank of America
65
Bank of America
North Carolina
$39K -$86.5K -4,768 -69%
AIP
66
Ahrens Investment Partners
Louisiana
$36K +$36K +2,000 New
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$34K – – –
CWM
68
Cedar Wealth Management
California
$31K +$31K +1,750 New
RIM
69
Rockbridge Investment Management
New York
$21K +$21K +1,170 New
GAM
70
Gemmer Asset Management
California
$19K – – –
MSFP
71
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
SCA
72
Snowden Capital Advisors
New York
$10K +$10K +585 New
APA
73
American Portfolios Advisors
New York
$9.07K – – –
RPCONE
74
Retirement Planning Company of New England
Rhode Island
$8K +$8K +482 New
SPIA
75
Steward Partners Investment Advisory
New York
$7K – – –
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