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TriplePoint Venture Growth BDC

60 hedge funds and large institutions have $113M invested in TriplePoint Venture Growth BDC in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more funds holding

Funds holding: 5560 (+5)

6% more capital invested

Capital invested by funds: $106M → $113M (+$6.44M)

0.67% more ownership

Funds ownership: 31.2%31.87% (+0.67%)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

67% less call options, than puts

Call options by funds: $65K | Put options by funds: $199K

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
22
Reduced
22
Closed
7
Calls
$65K
Puts
$199K
Net Calls
-$134K
Net Calls Change
+$88K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$25.5M -$245K -17,454 -1%
ClearBridge Investments
2
ClearBridge Investments
New York
$16.7M -$93.9K -6,705 -0.6%
CIM
3
Confluence Investment Management
Missouri
$10.1M +$7.64K +545 +0.1%
UBS Group
4
UBS Group
Switzerland
$7.7M +$127K +9,039 +2%
AAM
5
Advisors Asset Management
Colorado
$4.64M -$222K -15,871 -5%
AllianceBernstein
6
AllianceBernstein
Tennessee
$4.55M +$80.7K +5,762 +2%
Wells Fargo
7
Wells Fargo
California
$3.93M -$251K -17,899 -6%
VEA
8
Virtus ETF Advisers
New York
$3.86M +$3.8M +271,118 New
VanEck Associates
9
VanEck Associates
New York
$3.08M +$284K +20,236 +10%
PI
10
Putnam Investments
Massachusetts
$3.01M +$647K +46,162 +28%
GC
11
Guggenheim Capital
Illinois
$2.32M -$62.5K -4,461 -3%
Morgan Stanley
12
Morgan Stanley
New York
$2.32M +$775K +55,336 +52%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$1.95M +$826K +58,972 +76%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$1.9M +$89.7K +6,400 +5%
Legal & General Group
15
Legal & General Group
United Kingdom
$1.76M +$1.73M +123,210 New
DM
16
Delphi Management
Massachusetts
$1.69M -$87.2K -6,227 -5%
BlackRock
17
BlackRock
New York
$1.46M -$81.5K -5,814 -5%
RA
18
Resource America
New York
$1.46M +$529K +37,749 +58%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.32M +$654K +46,679 +101%
P
20
&Partners
Tennessee
$1.21M -$16K -1,142 -1%
EIM
21
Essex Investment Management
Massachusetts
$1.21M +$17.5K +1,248 +1%
Two Sigma Investments
22
Two Sigma Investments
New York
$1.11M -$220K -15,735 -17%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.09M -$519K -37,049 -33%
SIG
24
Sargent Investment Group
Maryland
$1.07M -$27K -1,930 -3%
AM
25
Ares Management
California
$909K

TPVG Hedge Fund Activity: Q2 2019 in Review

60 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in TriplePoint Venture Growth BDC (TPVG) for Q2 2019, worth a combined $113M — up 6.1% from $106M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TPVG positions and 7 closed out — a net gain of 5 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was Virtus ETF Advisers, opening a new position worth an estimated $3.8M. The largest seller was Millennium Management, exiting entirely with an estimated $2.88M sold.

  • 60 institutional investors held TriplePoint Venture Growth BDC (TPVG) as of Q2 2019, up from 55 in Q1 2019.
  • Funds reported $113M of TriplePoint Venture Growth BDC stock for Q2 2019, up 6.1% quarter-over-quarter.
  • 12 funds opened new TriplePoint Venture Growth BDC positions in Q2 2019 and 7 closed out, a net change of +5 holders.
  • The largest TriplePoint Venture Growth BDC buyer in Q2 2019 was Virtus ETF Advisers, an estimated $3.8M added.
  • The largest TriplePoint Venture Growth BDC seller in Q2 2019 was Millennium Management, an estimated $2.88M sold.

Based on aggregated 13F filings for Q2 2019.