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TriplePoint Venture Growth BDC
TPVG

Overview Fund Activity

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

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$5.58M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$4.52M
3
Millennium Management
3
Millennium Management
New York
$3.47M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$1.49M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$1.3M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$161K
2
AAM
2
Advisors Asset Management
Colorado
$615K
3
LPL Financial
3
LPL Financial
California
$855K
4
SPIA
4
Steward Partners Investment Advisory
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$650K
Name Market Value Shares Shares
Change 		Shares
Change %
VWM
76
Venturi Wealth Management
Texas
$6.48K 807 +165 +26%
SFC
77
Strategic Financial Concepts
Texas
$6K 53,580 +53,580 New
RWMG
78
Redwood Wealth Management Group
New Jersey
$4.82K 600 +600 New
SWM
79
Spire Wealth Management
Virginia
$4.02K 500 – –
AEPWM
80
Atlantic Edge Private Wealth Management
Florida
$3.21K 400 +400 New
HI
81
Harbour Investments
Wisconsin
$2.35K 293 – –
HFS
82
Horizon Financial Services
North Carolina
$1.08K 134 +134 New
DAM
83
Delta Asset Management
Tennessee
$104 13 -100 -88%
SPIA
84
Steward Partners Investment Advisory
New York
– – -41,268 Closed
DTL
85
Dynamic Technology Lab
Singapore
– – -25,891 Closed
PP
86
Paloma Partners
Connecticut
– – -19,382 Closed
MFS
87
Mirabella Financial Services
United Kingdom
– – -19,382 Closed
PCIA
88
Prime Capital Investment Advisors
Kansas
– – -18,275 Closed
D.E. Shaw & Co
89
D.E. Shaw & Co
New York
– – -17,317 Closed
QC
90
Quadrature Capital
United Kingdom
– – -15,785 Closed
LNC
91
Lincoln National Corp
Pennsylvania
– – -15,422 Closed
XT
92
XTX Topco
Cayman Islands
– – -12,796 Closed
LMKC
93
L.M. Kohn & Company
Ohio
– – -12,130 Closed
TWM
94
Tradition Wealth Management
Minnesota
– – -11,345 Closed
HIC
95
Hartline Investment Corp
Illinois
– – -10,381 Closed
BCA
96
Bay Colony Advisors
Massachusetts
– – -10,381 Closed
FIA
97
FNY Investment Advisers
New York
– – -5,000 Closed
TF
98
Tompkins Financial
New York
– – -1,450 Closed
GRP
99
Global Retirement Partners
California
– – -120 Closed
EIM
100
Essex Investment Management
Massachusetts
– – -108 Closed
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4
5