Trupanion
TRUP
214 hedge funds and large institutions have $1.36B invested in Trupanion in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 23 closing their positions.
100% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 23
13% more capital invested
Capital invested by funds: $1.21B → $1.36B (+$152M)
11% more funds holding
Funds holding: 192 → 214 (+22)
3.78% more ownership
Funds ownership: 103.47% → 107.25% (+3.8%)
8% more call options, than puts
Call options by funds: $39.6M | Put options by funds: $36.6M
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
9% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$29.9M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$16.7M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$12.7M |
| 4 |
BlackRock
New York
|
+$9.57M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$8.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$33.1M |
| 2 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$32.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$10.2M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$7.28M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$7.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QC
226
Quent Capital
New York
| – | -$124K | -4,400 | Closed |
|
|
BCM
227
BluePath Capital Management
Atlanta,
Georgia
| – | -$31.4K | -1,112 | Closed |
|
|
NL
228
NVWM LLC
Yardley,
Pennsylvania
| – | -$14.8K | -525 | Closed |
|
229
Allspring Global Investments
Charlotte,
North Carolina
| – | -$14.6K | -516 | Closed |
|
230
Creative Planning
Overland Park,
Kansas
| – | -$9.98K | -354 | Closed |
|
|
VCM
231
Versant Capital Management
Phoenix,
Arizona
| – | -$479 | -17 | Closed |
|
|
PA
232
Parallel Advisors
San Francisco,
California
| – | -$338 | -12 | Closed |
|
|
BAAM
233
Baker Avenue Asset Management
San Francisco,
California
| – | -$310 | -11 | Closed |
|
|
ANBT
234
American National Bank & Trust
Wichita Falls,
Texas
| – | -$226 | -8 | Closed |
|
235
AssetMark Inc
Concord,
California
| – | -$85 | -3 | Closed |
|
|
C
236
Covestor
London,
United Kingdom
| – | +$27 | +1 | +33% |
|
TRUP Hedge Fund Activity: Q4 2023 in Review
214 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Trupanion (TRUP) for Q4 2023, worth a combined $1.36B — up 13% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new TRUP positions and 23 closed out — a net gain of 23 holders — while 58 added to existing stakes and 64 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $29.9M. The largest seller was Select Equity Group, exiting entirely with an estimated $33.1M sold.
- 214 institutional investors held Trupanion (TRUP) as of Q4 2023, up from 192 in Q3 2023.
- Funds reported $1.36B of Trupanion stock for Q4 2023, up 13% quarter-over-quarter.
- 46 funds opened new Trupanion positions in Q4 2023 and 23 closed out, a net change of +23 holders.
- The largest Trupanion buyer in Q4 2023 was Morgan Stanley, an estimated $29.9M added.
- The largest Trupanion seller in Q4 2023 was Select Equity Group, an estimated $33.1M sold.
Based on aggregated 13F filings for Q4 2023.