We are live on ! Find out more
TRIP icon

TripAdvisor

285 hedge funds and large institutions have $2.81B invested in TripAdvisor in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 63 increasing their positions, 92 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 29

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

53% more capital invested

Capital invested by funds: $1.83B → $2.81B (+$975M)

21% more funds holding

Funds holding: 236285 (+49)

3.23% more ownership

Funds ownership: 76.99%80.21% (+3.2%)

8% more call options, than puts

Call options by funds: $338M | Put options by funds: $312M

32% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 92

Holders
285
Holders Change
+49
Holders Change %
+20.76%
% of All Funds
5.04%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
81
Increased
63
Reduced
92
Closed
29
Calls
$338M
Puts
$312M
Net Calls
+$25.4M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Change in
Stake
MME
226
Meag Munich Ergo
Germany
$53K
CLOS
227
Compagnie Lombard Odier SCmA
Switzerland
$52K
FDCDDQ
228
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.9K +$1.81K +75 +5%
WAM
229
Wolverine Asset Management
Illinois
$45K +$34.8K +1,446 +1,148%
PCH
230
PGIM Custom Harvest
New Jersey
$41K +$29.5K +1,225 New
AS
231
Altshuler Shaham
Israel
$40K +$34K +1,411 New
SPIA
232
Steward Partners Investment Advisory
New York
$38K
MAM
233
Meeder Asset Management
Ohio
$35K +$24.1K +1,000 +474%
BCV
234
Banque Cantonale Vaudoise
Switzerland
$35K +$28.9K +1,200 New
JPLA
235
Joseph P. Lucia & Associates
New York
$35K +$28.9K +1,200 New
SWA
236
Sutton Wealth Advisors
Florida
$34.2K
Acadian Asset Management
237
Acadian Asset Management
Massachusetts
$34K +$28.2K +1,170 New
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$33K +$2.91K +121 +12%
Skandinaviska Enskilda Banken (SEB)
239
Skandinaviska Enskilda Banken (SEB)
Sweden
$32K
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$31K +$7.61K +316 +41%
VCG
241
Vantage Consulting Group
Virginia
$29K +$24.4K +1,014 New
GWM
242
Geneos Wealth Management
Colorado
$24K
IAS
243
IMA Advisory Services
Colorado
$24K
CCA
244
Childress Capital Advisors
Texas
$22K +$18.4K +764 New
SBL
245
Sargent Bickham Lagudis
Colorado
$21K +$17.7K +737 New
EDRH
246
Edmond de Rothschild Holding
Switzerland
$20K
OC
247
Oakworth Capital
Alabama
$16K
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$15K
CPWM
249
Cypress Point Wealth Management
Texas
$14K +$11.4K +472 New
PA
250
Parallel Advisors
California
$10K +$867 +36 +12%

TRIP Hedge Fund Activity: Q4 2020 in Review

285 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in TripAdvisor (TRIP) for Q4 2020, worth a combined $2.81B — up 53% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new TRIP positions and 29 closed out — a net gain of 52 holders — while 63 added to existing stakes and 92 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $130M. The largest seller was Eagle Capital Management (New York), cutting an estimated $185M.

  • 285 institutional investors held TripAdvisor (TRIP) as of Q4 2020, up from 236 in Q3 2020.
  • Funds reported $2.81B of TripAdvisor stock for Q4 2020, up 53% quarter-over-quarter.
  • 81 funds opened new TripAdvisor positions in Q4 2020 and 29 closed out, a net change of +52 holders.
  • The largest TripAdvisor buyer in Q4 2020 was Whale Rock Capital Management, an estimated $130M added.
  • The largest TripAdvisor seller in Q4 2020 was Eagle Capital Management (New York), an estimated $185M sold.

Based on aggregated 13F filings for Q4 2020.