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Trupanion

192 hedge funds and large institutions have $1.21B invested in Trupanion in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

27% more capital invested

Capital invested by funds: $948M → $1.21B (+$260M)

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

1% more funds holding

Funds holding: 191192 (+1)

12.96% less ownership

Funds ownership: 116.43%103.47% (-13%)

16% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 63

32% less call options, than puts

Call options by funds: $24.8M | Put options by funds: $36.5M

Holders
192
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
3.05%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
30
Increased
53
Reduced
63
Closed
27
Calls
$24.8M
Puts
$36.5M
Net Calls
-$11.7M
Net Calls Change
+$40.4M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
151
UBS Group
Switzerland
$49.9K -$51.6K -1,816 -51%
KBC Group
152
KBC Group
Belgium
$49K -$35.1K -1,237 -42%
AT
153
Avalon Trust
New Mexico
$42.9K
ME
154
McIlrath & Eck
Washington
$34.5K -$5.31K -187 -13%
SOW
155
State of Wyoming
Wyoming
$34K +$11.8K +417 +53%
HIA
156
Harbor Investment Advisory
Maryland
$32.7K
BCM
157
BluePath Capital Management
Georgia
$31.4K +$31.6K +1,112 New
LC
158
Lindbrook Capital
California
$16.5K +$1.36K +48 +9%
NL
159
NVWM LLC
Pennsylvania
$14.8K
Allspring Global Investments
160
Allspring Global Investments
North Carolina
$14.6K -$20.8K -732 -59%
CAL
161
Capital Analysts LLC
Pennsylvania
$14K
CG
162
Cutler Group
California
$10K -$46.5K -1,638 -82%
Creative Planning
163
Creative Planning
Kansas
$9.98K +$10.1K +354 New
GA
164
GoalVest Advisory
New York
$9.84K
TRCT
165
Tower Research Capital (TRC)
New York
$8.57K -$158K -5,553 -95%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$8K -$369 -13 -4%
MIM
167
Macroview Investment Management
Maryland
$6.97K +$7.02K +247 New
US Bancorp
168
US Bancorp
Minnesota
$6.71K -$2.78K -98 -29%
LSA
169
Leonteq Securities AG
Switzerland
$5.08K +$5.11K +180 New
PFBT
170
Parkside Financial Bank & Trust
Missouri
$4.99K +$199 +7 +4%
AWM
171
Abound Wealth Management
Tennessee
$4.88K
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$4.63K
CFB
173
Cullen/Frost Bankers
Texas
$4.23K +$4.26K +150 New
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$3.5K +$3.52K +124 New
Bessemer Group
175
Bessemer Group
New Jersey
$3K

TRUP Hedge Fund Activity: Q3 2023 in Review

192 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Trupanion (TRUP) for Q3 2023, worth a combined $1.21B — up 27% from $948M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TRUP positions and 27 closed out — a net gain of 3 holders — while 53 added to existing stakes and 63 trimmed.

The largest buyer was Tudor Investment Corp, opening a new position worth an estimated $4.75M. The largest seller was Capital International Investors, cutting an estimated $40.6M.

  • 192 institutional investors held Trupanion (TRUP) as of Q3 2023, up from 191 in Q2 2023.
  • Funds reported $1.21B of Trupanion stock for Q3 2023, up 27% quarter-over-quarter.
  • 30 funds opened new Trupanion positions in Q3 2023 and 27 closed out, a net change of +3 holders.
  • The largest Trupanion buyer in Q3 2023 was Tudor Investment Corp, an estimated $4.75M added.
  • The largest Trupanion seller in Q3 2023 was Capital International Investors, an estimated $40.6M sold.

Based on aggregated 13F filings for Q3 2023.