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TripAdvisor

280 hedge funds and large institutions have $2.24B invested in TripAdvisor in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 106 increasing their positions, 80 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 33

33% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 80

29% more capital invested

Capital invested by funds: $1.74B → $2.24B (+$503M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 264280 (+16)

4.6% more ownership

Funds ownership: 79.22%83.81% (+4.6%)

67% less call options, than puts

Call options by funds: $56.8M | Put options by funds: $172M

Holders
280
Holders Change
+16
Holders Change %
+6.06%
% of All Funds
4.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
50
Increased
106
Reduced
80
Closed
33
Calls
$56.8M
Puts
$172M
Net Calls
-$115M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$33K -$471K -21,041 -93%
WFA
227
Wipfli Financial Advisors
Wisconsin
$32K +$32.1K +1,431 New
SWA
228
Sutton Wealth Advisors
Florida
$26.4K -$560 -25 -2%
BCV
229
Banque Cantonale Vaudoise
Switzerland
$26K
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$22K -$650 -29 -3%
IAS
231
IMA Advisory Services
Colorado
$19K
RTC
232
Riverview Trust Company
Washington
$15K +$15.5K +692 New
PWC
233
PYA Waltman Capital
Tennessee
$11K
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$10K +$3.41K +152 +53%
BFEC
235
Benjamin F. Edwards & Company
Missouri
$9K -$53.8K -2,400 -86%
EI
236
Ellevest Inc
New York
$9K -$10.6K -473 -54%
CFGS
237
Concourse Financial Group Securities
Alabama
$8K
PO
238
Private Ocean
California
$8K
MAM
239
Meeder Asset Management
Ohio
$8K +$2.71K +121 +47%
LC
240
Lindbrook Capital
California
$8K +$6.99K +312 +975%
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$7.58K +$778K +34,744 +12%
MIFH
242
Migdal Insurance & Financial Holdings
Israel
$7K -$45 -2 -0.6%
PB
243
Pinnacle Bancorp
Nebraska
$7K
TWA
244
TCI Wealth Advisors
Arizona
$7K +$22 +1 +0.3%
QCG
245
Quadrant Capital Group
Ohio
$7K +$3.38K +151 +89%
CM
246
Caption Management
Oklahoma
$7K +$6.72K +300 New
APA
247
American Portfolios Advisors
New York
$6.4K
AF
248
Allworth Financial
California
$6K +$1.9K +85 +43%
HFM
249
Harvest Fund Management
China
$5K
CA
250
Crewe Advisors
Utah
$4K