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TriplePoint Venture Growth BDC

83 hedge funds and large institutions have $53.2M invested in TriplePoint Venture Growth BDC in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 18 closing their positions.

Holders
83
Holders Change
-3
Holders Change %
-3.49%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
33
Reduced
22
Closed
18
Calls
$443K
Puts
$1.44M
Net Calls
-$999K
Net Calls Change
-$1.29M
Name Market Value Shares Shares
Change
Shares
Change %
DCM
51
Dudley Capital Management
Virginia
$97.2K 12,100 +1,500 +14%
CG
52
CFO4Life Group
Texas
$92.3K 11,500 +1,500 +15%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$91.8K 11,431 -900 -7%
HighTower Advisors
54
HighTower Advisors
Illinois
$90K 11,280 -221 -2%
DAS
55
Diversify Advisory Services
Utah
$87.2K 10,813 -2,635 -20%
ASN
56
Advisory Services Network
Georgia
$83.8K 10,435 -1,059 -9%
SL
57
Summitry LLC
California
$80.3K 10,000
QT
58
Quantbot Technologies
New York
$75K 9,346 +2,511 +37%
FMII
59
Farmers & Merchants Investments Inc
Nebraska
$66.4K 8,268 -1,565 -16%
EWA
60
EverSource Wealth Advisors
Alabama
$61.8K 7,000 +7,000 New
US Bancorp
61
US Bancorp
Minnesota
$53.1K 6,609 +51 +0.8%
QL
62
Quarry LP
New York
$34.9K 4,349 +4,349 New
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$33.7K 4,200 +4,183 +24,606%
Bank of America
64
Bank of America
North Carolina
$31.6K 3,930 -1,709 -30%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$28.9K 3,604
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$27.7K 3,450
SWA
67
SOA Wealth Advisors
New York
$24.1K 3,000
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$24.1K 3,000 +700 +30%
SIS
69
Sound Income Strategies
Florida
$23.8K 2,959 -468 -14%
GWSG
70
GPS Wealth Strategies Group
Colorado
$18.7K 2,327
AAG
71
Accordant Advisory Group
Maryland
$11.2K 1,400
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$10K 1,266 +981 +344%
CA
73
CoreCap Advisors
Michigan
$9.64K 1,200 +1,200 New
FNWA
74
Financial Network Wealth Advisors
Utah
$8.25K 1,027 +1,027 New
GWM
75
Geneos Wealth Management
Colorado
$6.54K 815