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TripAdvisor

354 hedge funds and large institutions have $4.56B invested in TripAdvisor in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 127 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 127

2.81% less ownership

Funds ownership: 95.96%93.15% (-2.8%)

6% less funds holding

Funds holding: 375354 (-21)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

19% less capital invested

Capital invested by funds: $5.6B → $4.56B (-$1.05B)

31% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 61

34% less call options, than puts

Call options by funds: $84.5M | Put options by funds: $129M

Holders
354
Holders Change
-21
Holders Change %
-5.6%
% of All Funds
7.76%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
42
Increased
115
Reduced
127
Closed
61
Calls
$84.5M
Puts
$129M
Net Calls
-$44M
Net Calls Change
-$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
301
First Horizon Advisors
Tennessee
$18K
SPIA
302
Steward Partners Investment Advisory
New York
$17K -$52.6K -1,263 -74%
SQA
303
Simon Quick Advisors
New Jersey
$16K +$16.7K +401 New
Lazard Asset Management
304
Lazard Asset Management
New York
$15K -$7.58M -181,997 -100%
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$15K
ClearBridge Investments
306
ClearBridge Investments
New York
$12K
GLI
307
Guardian Life Insurance
New York
$12K +$458 +11 +4%
SFS
308
Sowell Financial Services
Arkansas
$12K +$12.4K +298 New
WTC
309
WhitTier Trust Company
Nevada
$11K
CFA
310
Carroll Financial Associates
North Carolina
$9K
GAM
311
Gemmer Asset Management
California
$9K
APA
312
American Portfolios Advisors
New York
$6.96K
AIM
313
Anchor Investment Management
South Carolina
$6.77K
TFS
314
TrustCore Financial Services
Tennessee
$6K
ZB
315
Zions Bancorporation
Utah
$6K
CAPTRUST Financial Advisors
316
CAPTRUST Financial Advisors
North Carolina
$5K -$5.63K -135 -50%
RA
317
Rational Advisors
New York
$5K -$3.79K -91 -44%
NIM
318
NuWave Investment Management
New Jersey
$4K -$3.79K -91 -44%
EWM
319
Endurance Wealth Management
Rhode Island
$4K
EW
320
Evoke Wealth
California
$3.79K +$4.08K +98 New
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$3K
Credit Agricole
322
Credit Agricole
France
$3K +$83 +2 +2%
SLF
323
Sun Life Financial
Ontario, Canada
$3K +$83 +2 +2%
JFA
324
JNBA Financial Advisors
Minnesota
$3K +$750 +18 +36%
AA
325
Advisory Alpha
Michigan
$2.47K +$2.75K +66 New