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Trupanion

155 hedge funds and large institutions have $1.19B invested in Trupanion in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

56% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 36

53% more capital invested

Capital invested by funds: $775M → $1.19B (+$413M)

14% more funds holding

Funds holding: 136155 (+19)

9.29% more ownership

Funds ownership: 86.23%95.52% (+9.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

44% less call options, than puts

Call options by funds: $7.14M | Put options by funds: $12.9M

Holders
155
Holders Change
+19
Holders Change %
+13.97%
% of All Funds
3.55%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
38
Increased
56
Reduced
36
Closed
18
Calls
$7.14M
Puts
$12.9M
Net Calls
-$5.71M
Net Calls Change
-$707K
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
126
Valeo Financial Advisors
Indiana
$66K +$311 +10 +0.6%
QT
127
Quantbot Technologies
New York
$63K +$51.5K +1,656 New
CF
128
Centaurus Financial
California
$58K +$46.6K +1,500 New
WAM
129
Wealthspire Advisors (Maryland)
Maryland
$47K +$93 +3 +0.2%
MYIA
130
Mount Yale Investment Advisors
Colorado
$43K -$373 -12 -1%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$41K +$31.5K +1,014 +2,157%
PMFA
132
Plante Moran Financial Advisors
Michigan
$39K
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$35.8K -$115K -3,698 -80%
MCM
134
Manchester Capital Management
Vermont
$33K +$9.32K +300 +54%
UBS Group
135
UBS Group
Switzerland
$26K -$36.2K -1,164 -63%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$26K
RE
137
RBC Europe
United Kingdom
$23.2K
DBT
138
Dubuque Bank & Trust
Iowa
$22K
Federated Hermes
139
Federated Hermes
Pennsylvania
$18K +$1.96K +63 +15%
PIA
140
Piedmont Investment Advisors
North Carolina
$16K +$12.9K +416 New
AG
141
Advisor Group
Arizona
$14K -$11.5K -370 -50%
TDC
142
Thompson Davis & Co
Virginia
$14K
LTFS
143
Ladenburg Thalmann Financial Services
Florida
$13K
KTC
144
Kistler-Tiffany Companies
Pennsylvania
$12K
APA
145
American Portfolios Advisors
New York
$11.6K
OIA
146
Optimum Investment Advisors
Illinois
$8K
WA
147
WealthTrust-Arizona
Arizona
$7K +$6K +193 New
FHA
148
First Horizon Advisors
Tennessee
$6K +$5.19K +167 New
FGAM
149
Financial Gravity Asset Management
Texas
$5K +$3.98K +128 New
FDCDDQ
150
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.86K

TRUP Hedge Fund Activity: Q2 2018 in Review

155 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Trupanion (TRUP) for Q2 2018, worth a combined $1.19B — up 53% from $775M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new TRUP positions and 18 closed out — a net gain of 20 holders — while 56 added to existing stakes and 36 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $31.3M. The largest seller was Maveron General Partner III, cutting an estimated $31M.

  • 155 institutional investors held Trupanion (TRUP) as of Q2 2018, up from 136 in Q1 2018.
  • Funds reported $1.19B of Trupanion stock for Q2 2018, up 53% quarter-over-quarter.
  • 38 funds opened new Trupanion positions in Q2 2018 and 18 closed out, a net change of +20 holders.
  • The largest Trupanion buyer in Q2 2018 was Wellington Management Group, an estimated $31.3M added.
  • The largest Trupanion seller in Q2 2018 was Maveron General Partner III, an estimated $31M sold.

Based on aggregated 13F filings for Q2 2018.