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TripAdvisor

353 hedge funds and large institutions have $5.24B invested in TripAdvisor in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 112 increasing their positions, 125 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $164M | Put options by funds: $117M

23% more capital invested

Capital invested by funds: $4.28B → $5.24B (+$966M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 50

3.17% more ownership

Funds ownership: 98.47%101.64% (+3.2%)

1% more funds holding

Funds holding: 350353 (+3)

10% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 125

Holders
353
Holders Change
+3
Holders Change %
+0.86%
% of All Funds
8.09%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
55
Increased
112
Reduced
125
Closed
50
Calls
$164M
Puts
$117M
Net Calls
+$46.9M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$3K
FPFS
327
First Personal Financial Services
North Carolina
$3K +$2.58K +66 New
RA
328
Rational Advisors
New York
$3K +$2.74K +70 New
RWP
329
RWA Wealth Partners
Massachusetts
$3K +$3.28K +84 New
WPA
330
West Paces Advisors
Georgia
$2.25K -$782 -20 -27%
Bessemer Group
331
Bessemer Group
New Jersey
$2K -$10.4K -265 -84%
EARNEST Partners
332
EARNEST Partners
Georgia
$2K
HR
333
Howe & Rusling
New York
$2K
PG
334
Patten Group
Tennessee
$2K
TFO
335
Tarbox Family Office
California
$2K
TWA
336
TCI Wealth Advisors
Arizona
$2K
TCM
337
Tradewinds Capital Management
Washington
$2K
PFBT
338
Parkside Financial Bank & Trust
Missouri
$2K +$274 +7 +19%
RCAG
339
Rehmann Capital Advisory Group
Michigan
$2K +$1.96K +50 New
ASN
340
Advisory Services Network
Georgia
$1K -$2.38K -61 -76%
AF
341
Advisornet Financial
Minnesota
$1K
GWS
342
Glassman Wealth Services
Virginia
$1K
PCG
343
Private Capital Group
Connecticut
$1K
RIA
344
RPG Investment Advisory
California
$1K
SIAS
345
Shine Investment Advisory Services
Colorado
$1K
VCM
346
Versant Capital Management
Arizona
$1K +$274 +7 +23%
AF
347
Allworth Financial
California
$1K +$899 +23 New
Nomura Holdings
348
Nomura Holdings
Japan
$505 -$470K -12,031 -49%
SLF
349
Sun Life Financial
Ontario, Canada
$496 -$8.52K -218 -92%
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$368