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TripAdvisor

254 hedge funds and large institutions have $1.77B invested in TripAdvisor in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 93 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.83% more ownership

Funds ownership: 80.21%84.04% (+3.8%)

4% more capital invested

Capital invested by funds: $1.71B → $1.77B (+$60M)

6% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 93

7% less funds holding

Funds holding: 274254 (-20)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

36% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 50

80% less call options, than puts

Call options by funds: $39.2M | Put options by funds: $198M

Holders
254
Holders Change
-20
Holders Change %
-7.3%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
32
Increased
87
Reduced
93
Closed
50
Calls
$39.2M
Puts
$198M
Net Calls
-$159M
Net Calls Change
-$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
226
Whittier Trust
California
$3.2K
EWA
227
EverSource Wealth Advisors
Alabama
$2.6K +$1.98K +121 +336%
BTI
228
Blue Trust Inc
Georgia
$2K -$16 -1 -1%
BFEC
229
Benjamin F. Edwards & Company
Missouri
$2K
CT
230
Colonial Trust
South Carolina
$1.9K
IA
231
IFP Advisors
Florida
$1.86K -$2.51K -154 -58%
PFBT
232
Parkside Financial Bank & Trust
Missouri
$1.76K +$1.73K +106 New
DJSG
233
D.J. St. Germain
Massachusetts
$1.66K
HGERS
234
Householder Group Estate & Retirement Specialist
Arizona
$1.66K +$1.63K +100 New
BIA
235
Bell Investment Advisors
California
$1.39K +$881 +54 +180%
PWMG
236
Prestige Wealth Management Group
New Jersey
$1.15K
AAG
237
Armstrong Advisory Group
Massachusetts
$912
PA
238
PSI Advisors
Florida
$829
EARNEST Partners
239
EARNEST Partners
Georgia
$763
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$663
JWA
241
JFS Wealth Advisors
Pennsylvania
$597 +$326 +20 +125%
BWL
242
Bogart Wealth LLC
Virginia
$497
GWS
243
Glassman Wealth Services
Virginia
$464 -$180 -11 -28%
BCMLT
244
Beacon Capital Management LLC (Tennessee)
Tennessee
$445
BWAM
245
Boyd Watterson Asset Management
Ohio
$398
ECM
246
Everence Capital Management
Indiana
$237 +$234K +14,320 New
SIC
247
SJS Investment Consulting
Ohio
$199 +$82 +5 +71%
FFA
248
Farther Finance Advisors
California
$182
SWA
249
Sutton Wealth Advisors
Florida
$166 -$571 -35 -78%
RA
250
Rise Advisors
New York
$166