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TriplePoint Venture Growth BDC

37 hedge funds and large institutions have $105M invested in TriplePoint Venture Growth BDC in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

5% less capital invested

Capital invested by funds: $110M → $105M (-$5M)

4.43% less ownership

Funds ownership: 77.75%73.32% (-4.4%)

8% less funds holding

Funds holding: 4037 (-3)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
14
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$14.4M -$145K -10,000 -1%
ClearBridge Investments
2
ClearBridge Investments
New York
$13.3M -$22.9K -1,580 -0.2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$9.12M -$262K -18,044 -3%
PI
4
Putnam Investments
Massachusetts
$7.42M +$138K +9,517 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$6.89M +$309K +21,287 +5%
AAMU
6
Amundi Asset Management US
Massachusetts
$6.04M +$623K +43,009 +12%
Ameriprise
7
Ameriprise
Minnesota
$4.86M
CIM
8
Confluence Investment Management
Missouri
$4.46M +$270K +18,620 +7%
Wells Fargo
9
Wells Fargo
California
$4.09M -$196K -13,552 -5%
SC
10
Scholtz & Company
Connecticut
$3.97M +$60.9K +4,200 +2%
Alyeska Investment Group
11
Alyeska Investment Group
Illinois
$3.83M -$138K -9,554 -4%
NIMC
12
NWQ Investment Management Company
California
$3.71M +$91.3K +6,300 +3%
EIM
13
Essex Investment Management
Massachusetts
$3.13M
UBS Group
14
UBS Group
Switzerland
$2.87M +$2.8M +193,334 New
AllianceBernstein
15
AllianceBernstein
Tennessee
$2.49M +$505K +34,860 +26%
NFA
16
Nationwide Fund Advisors
Ohio
$1.64M -$1.83K -126 -0.1%
MVP
17
Miller Value Partners
Florida
$1.63M +$291K +20,100 +22%
BHMP
18
Bardin Hill Management Partners
New York
$1.54M -$1.04M -71,418 -41%
AR
19
Advisory Research
Illinois
$1.43M -$447K -30,860 -24%
SMDAM
20
Sumitomo Mitsui DS Asset Management
Japan
$1.43M -$447K -30,860 -24%
Millennium Management
21
Millennium Management
New York
$1.1M -$1.36M -93,574 -56%
PRCM
22
Pine River Capital Management
Minnesota
$756K -$857K -59,104 -54%
Deutsche Bank
23
Deutsche Bank
Germany
$709K
Goldman Sachs
24
Goldman Sachs
New York
$642K -$2.56M -176,832 -80%
DM
25
Delphi Management
Massachusetts
$636K +$34.1K +2,350 +6%

TPVG Hedge Fund Activity: Q4 2014 in Review

37 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in TriplePoint Venture Growth BDC (TPVG) for Q4 2014, worth a combined $105M — down 4.5% from $110M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of TPVG and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 14 added.

The largest buyer was Amundi Asset Management US, adding an estimated $623K. The largest seller was Goldman Sachs, cutting an estimated $2.56M.

  • 37 institutional investors held TriplePoint Venture Growth BDC (TPVG) as of Q4 2014, down from 40 in Q3 2014.
  • Funds reported $105M of TriplePoint Venture Growth BDC stock for Q4 2014, down 4.5% quarter-over-quarter.
  • 4 funds opened new TriplePoint Venture Growth BDC positions in Q4 2014 and 5 closed out, a net change of -1 holder.
  • The largest TriplePoint Venture Growth BDC buyer in Q4 2014 was Amundi Asset Management US, an estimated $623K added.
  • The largest TriplePoint Venture Growth BDC seller in Q4 2014 was Goldman Sachs, an estimated $2.56M sold.

Based on aggregated 13F filings for Q4 2014.