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TripAdvisor

435 hedge funds and large institutions have $6.56B invested in TripAdvisor in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 134 increasing their positions, 139 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 54

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

18% more call options, than puts

Call options by funds: $249M | Put options by funds: $212M

12% more funds holding

Funds holding: 390435 (+45)

4% more capital invested

Capital invested by funds: $6.3B → $6.56B (+$262M)

4% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 139

1.23% less ownership

Funds ownership: 98.81%97.58% (-1.2%)

Holders
435
Holders Change
+45
Holders Change %
+11.54%
% of All Funds
9.69%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
103
Increased
134
Reduced
139
Closed
54
Calls
$249M
Puts
$212M
Net Calls
+$37.4M
Net Calls Change
+$63.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
401
Huntington National Bank
Ohio
$3K
TFO
402
Tarbox Family Office
California
$3K
AIA
403
Alera Investment Advisors
Illinois
$3K +$2.71K +49 New
WANY
404
Wealthspire Advisors (New York)
New York
$3K +$2.71K +49 New
S
405
SignatureFD
Georgia
$3K +$3.21K +58 New
FCA
406
FinTrust Capital Advisors
South Carolina
$3K +$3.43K +62 New
WPA
407
West Paces Advisors
Georgia
$2.97K
PHK
408
Point72 Hong Kong
Hong Kong
$2K -$1.66M -29,961 -100%
TCOV
409
Trust Company of Vermont
Vermont
$2K -$2.38K -43 -51%
TWA
410
TCI Wealth Advisors
Arizona
$2K -$443 -8 -17%
EARNEST Partners
411
EARNEST Partners
Georgia
$2K
HR
412
Howe & Rusling
New York
$2K
PG
413
Patten Group
Tennessee
$2K
PCG
414
Private Capital Group
Connecticut
$2K
SFSIG
415
San Francisco Sentry Investment Group
California
$2K +$2.1K +38 New
BCA
416
Berman Capital Advisors
Georgia
$2K +$2.44K +44 New
HIIFS
417
Harel Insurance Investments & Financial Services
Israel
$1K -$15.5K -280 -93%
PA
418
Parallel Advisors
California
$1K -$4.98K -90 -71%
AF
419
Advisornet Financial
Minnesota
$1K
Rockefeller Capital Management
420
Rockefeller Capital Management
New York
$1K
SIAS
421
Shine Investment Advisory Services
Colorado
$1K
SIS
422
Sound Income Strategies
Florida
$1K
VCM
423
Versant Capital Management
Arizona
$1K
GWS
424
Glassman Wealth Services
Virginia
$1K +$166 +3 +23%
PMFA
425
Plante Moran Financial Advisors
Michigan
$1K +$554 +10 New