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TripAdvisor

327 hedge funds and large institutions have $5.58B invested in TripAdvisor in 2021 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 89 increasing their positions, 105 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more funds holding in top 10

Funds holding in top 10: 715 (+8)

99% more capital invested

Capital invested by funds: $2.81B → $5.58B (+$2.77B)

92% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 49

18% more call options, than puts

Call options by funds: $698M | Put options by funds: $591M

15% more funds holding

Funds holding: 285327 (+42)

4.96% more ownership

Funds ownership: 80.21%85.17% (+5%)

15% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 105

Holders
327
Holders Change
+42
Holders Change %
+14.74%
% of All Funds
5.74%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.26%
New
94
Increased
89
Reduced
105
Closed
49
Calls
$698M
Puts
$591M
Net Calls
+$107M
Net Calls Change
+$81.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
301
Janiczek Wealth Management
Colorado
$7K +$2.32K +54 +76%
WWM
302
Wolff Wiese Magana
California
$7K +$5.19K +121 New
HR
303
Howe & Rusling
New York
$6K -$4.29K -100 -46%
EWM
304
Endurance Wealth Management
Rhode Island
$5K
LFG
305
Larson Financial Group
Missouri
$5K
TFA
306
Toth Financial Advisory
Virginia
$3K +$2.15K +50 New
IFAM
307
Institutional & Family Asset Management
Colorado
$3K +$2.36K +55 New
EARNEST Partners
308
EARNEST Partners
Georgia
$2K
LC
309
Lindbrook Capital
California
$2K
TWA
310
TCI Wealth Advisors
Arizona
$2K
TIM
311
Tortoise Investment Management
New York
$2K
CI
312
CX Institutional
Indiana
$2K +$43 +1 +2%
BWL
313
Bogart Wealth LLC
Virginia
$2K +$1.29K +30 New
GEA
314
Glen Eagle Advisors
New Jersey
$1.08K +$858 +20 New
Canada Pension Plan Investment Board
315
Canada Pension Plan Investment Board
Ontario, Canada
$1K -$2.19M -51,000 -100%
AFS
316
Annapolis Financial Services
Maryland
$1K
GWS
317
Glassman Wealth Services
Virginia
$1K
NFSG
318
Newbridge Financial Services Group
Florida
$1K
VCM
319
Versant Capital Management
Arizona
$1K
ZB
320
Zions Bancorporation
Utah
$1K
PFBT
321
Parkside Financial Bank & Trust
Missouri
$1K +$300 +7 +100%
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$1K +$558 +13 New
SWM
323
Spire Wealth Management
Virginia
$1K +$987 +23 New
Toronto Dominion Bank
324
Toronto Dominion Bank
Ontario, Canada
$1K +$1.16K +27 New
Nisa Investment Advisors
325
Nisa Investment Advisors
Missouri
$866