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TripAdvisor

269 hedge funds and large institutions have $2.04B invested in TripAdvisor in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 99 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $1.86B → $2.04B (+$184M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 36

1% less funds holding

Funds holding: 273269 (-4)

3.47% less ownership

Funds ownership: 82.14%78.67% (-3.5%)

10% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 99

71% less call options, than puts

Call options by funds: $68.4M | Put options by funds: $239M

Holders
269
Holders Change
-4
Holders Change %
-1.47%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
33
Increased
89
Reduced
99
Closed
36
Calls
$68.4M
Puts
$239M
Net Calls
-$171M
Net Calls Change
-$90.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
251
EARNEST Partners
Georgia
$914
SWA
252
Sutton Wealth Advisors
Florida
$894 -$24.5K -1,144 -96%
FMII
253
Farmers & Merchants Investments Inc
Nebraska
$794
EI
254
Ellevest Inc
New York
$675 -$641 -30 -47%
CFGS
255
Concourse Financial Group Securities
Alabama
$675
QC
256
Quent Capital
New York
$636
BCMLT
257
Beacon Capital Management LLC (Tennessee)
Tennessee
$536
BWAM
258
Boyd Watterson Asset Management
Ohio
$477
JWA
259
JFS Wealth Advisors
Pennsylvania
$358 +$192 +9 +100%
FFA
260
Farther Finance Advisors
California
$357
VCM
261
Versant Capital Management
Arizona
$357
AF
262
Advisornet Financial
Minnesota
$338 -$21 -1 -6%
SC
263
Schubert & Co
Texas
$338 +$192 +9 +113%
TFM
264
TFC Financial Management
Massachusetts
$219 +$235 +11 New
RA
265
Rise Advisors
New York
$199
S
266
SignatureFD
Georgia
$161 +$171 +8 New
DI
267
Disciplined Investments
Oklahoma
$139 +$86 +4 +133%
SIC
268
SJS Investment Consulting
Ohio
$100 +$43 +2 +67%
CAM
269
Contour Asset Management
New York
-$20.5M -1,141,005 Closed
BCM
270
Bluefin Capital Management
New York
-$6.3M -294,668 Closed
Voloridge Investment Management
271
Voloridge Investment Management
Florida
-$4.46M -248,005 Closed
Connor, Clark & Lunn Investment Management (CC&L)
272
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$3.6M -200,043 Closed
First Trust Advisors
273
First Trust Advisors
Illinois
-$1.9M -105,501 Closed
PAMP
274
Polar Asset Management Partners
Ontario, Canada
-$1.86M -103,388 Closed
JF
275
Jump Financial
Illinois
-$1.74M -96,847 Closed