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Trupanion

236 hedge funds and large institutions have $1.87B invested in Trupanion in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 77 increasing their positions, 60 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

28% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 60

12% more funds holding

Funds holding: 211236 (+25)

11% more capital invested

Capital invested by funds: $1.68B → $1.87B (+$189M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.4% less ownership

Funds ownership: 95.2%91.79% (-3.4%)

24% less call options, than puts

Call options by funds: $48.2M | Put options by funds: $63M

Holders
236
Holders Change
+25
Holders Change %
+11.85%
% of All Funds
3.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
60
Increased
77
Reduced
60
Closed
32
Calls
$48.2M
Puts
$63M
Net Calls
-$14.8M
Net Calls Change
-$5.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$277K +$616 +12 +0.2%
BCWM
152
Bartlett & Co Wealth Management
Ohio
$266K +$284K +5,527 New
CMF
153
Counterpoint Mutual Funds
California
$263K +$280K +5,455 New
State of Wisconsin Investment Board
154
State of Wisconsin Investment Board
Wisconsin
$259K -$174K -3,385 -39%
MOACM
155
Mutual of America Capital Management
New York
$244K +$2.98K +58 +1%
Pictet Asset Management
156
Pictet Asset Management
Switzerland
$242K +$258K +5,016 New
CC
157
Corton Capital
Ontario, Canada
$240K -$306K -5,953 -54%
Mariner
158
Mariner
Kansas
$237K +$5.24K +102 +2%
GAM
159
Gotham Asset Management
New York
$234K +$250K +4,863 New
OQS
160
Occudo Quantitative Strategies
Florida
$227K +$242K +4,711 New
Public Employees Retirement Association of Colorado
161
Public Employees Retirement Association of Colorado
Colorado
$225K
I
162
InceptionR
California
$224K +$239K +4,647 New
HSBC Holdings
163
HSBC Holdings
United Kingdom
$220K -$81.2K -1,582 -26%
GF
164
Gabelli Funds
New York
$217K +$231K +4,500 New
EAM
165
Eschler Asset Management
United Kingdom
$214K +$228K +4,437 New
CL
166
Choreo LLC
Illinois
$201K +$214K +4,163 New
BCM
167
Bayesian Capital Management
New York
$201K +$214K +4,166 New
BC
168
Bayforest Capital
United Kingdom
$189K +$201K +3,912 New
AIP
169
Ameritas Investment Partners
Nebraska
$156K
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$141K
NSIM
171
North Star Investment Management
Illinois
$96.4K
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$96.4K -$873 -17 -0.8%
MCM
173
MAI Capital Management
Ohio
$87.2K +$92.9K +1,809 New
GI
174
GAMMA Investing
California
$82.4K +$13.7K +267 +19%
RS
175
R Squared
Hong Kong
$78.6K +$83.7K +1,630 New

TRUP Hedge Fund Activity: Q4 2024 in Review

236 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Trupanion (TRUP) for Q4 2024, worth a combined $1.87B — up 11% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new TRUP positions and 32 closed out — a net gain of 28 holders — while 77 added to existing stakes and 60 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $34M. The largest seller was Flossbach Von Storch, exiting entirely with an estimated $99M sold.

  • 236 institutional investors held Trupanion (TRUP) as of Q4 2024, up from 211 in Q3 2024.
  • Funds reported $1.87B of Trupanion stock for Q4 2024, up 11% quarter-over-quarter.
  • 60 funds opened new Trupanion positions in Q4 2024 and 32 closed out, a net change of +28 holders.
  • The largest Trupanion buyer in Q4 2024 was Balyasny Asset Management, an estimated $34M added.
  • The largest Trupanion seller in Q4 2024 was Flossbach Von Storch, an estimated $99M sold.

Based on aggregated 13F filings for Q4 2024.