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TripAdvisor

273 hedge funds and large institutions have $1.86B invested in TripAdvisor in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 96 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 96

1.68% less ownership

Funds ownership: 83.81%82.14% (-1.7%)

3% less funds holding

Funds holding: 280273 (-7)

11% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 45

17% less capital invested

Capital invested by funds: $2.24B → $1.86B (-$384M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

56% less call options, than puts

Call options by funds: $63.8M | Put options by funds: $144M

Holders
273
Holders Change
-7
Holders Change %
-2.5%
% of All Funds
4.39%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
40
Increased
99
Reduced
96
Closed
45
Calls
$63.8M
Puts
$144M
Net Calls
-$80.3M
Net Calls Change
+$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
251
Glassman Wealth Services
Virginia
$1.04K -$417 -20 -26%
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$1K +$1.34K +64 +457%
HS
253
Horan Securities
United States
$899
PA
254
PSI Advisors
Florida
$899
EARNEST Partners
255
EARNEST Partners
Georgia
$827
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$719
CFGS
257
Concourse Financial Group Securities
Alabama
$611 -$6.6K -316 -90%
QC
258
Quent Capital
New York
$575 -$417 -20 -38%
BWL
259
Bogart Wealth LLC
Virginia
$539
BCMLT
260
Beacon Capital Management LLC (Tennessee)
Tennessee
$485
BWAM
261
Boyd Watterson Asset Management
Ohio
$432 +$501 +24 New
MPCL
262
My Personal CFO LLC
Washington
$378 +$438 +21 New
AF
263
Advisornet Financial
Minnesota
$324 -$355 -17 -49%
VCM
264
Versant Capital Management
Arizona
$324
FFA
265
Farther Finance Advisors
California
$324 +$376 +18 New
RA
266
Rise Advisors
New York
$180
JWA
267
JFS Wealth Advisors
Pennsylvania
$162 +$42 +2 +29%
SC
268
Schubert & Co
Texas
$144 -$21 -1 -11%
NA
269
NewEdge Advisors
Louisiana
$78 +$90.1K +4,314 New
DI
270
Disciplined Investments
Oklahoma
$54
SIC
271
SJS Investment Consulting
Ohio
$54 +$42 +2 +200%
S
272
SignatureFD
Georgia
$3
FCM
273
Freshford Capital Management
New York
-$37.3M -1,687,556 Closed
ClearBridge Investments
274
ClearBridge Investments
New York
-$16.4M -742,838 Closed
Fuller & Thaler Asset Management
275
Fuller & Thaler Asset Management
California
-$9.13M -413,626 Closed