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Trupanion

215 hedge funds and large institutions have $1.94B invested in Trupanion in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 65 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 65

3.44% more ownership

Funds ownership: 106.74%110.18% (+3.4%)

1% less funds holding

Funds holding: 217215 (-2)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

6% less capital invested

Capital invested by funds: $2.07B → $1.94B (-$130M)

64% less call options, than puts

Call options by funds: $7.7M | Put options by funds: $21.6M

Holders
215
Holders Change
-2
Holders Change %
-0.92%
% of All Funds
3.43%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
27
Increased
72
Reduced
65
Closed
28
Calls
$7.7M
Puts
$21.6M
Net Calls
-$13.9M
Net Calls Change
-$6.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
176
Lindbrook Capital
California
$23K -$1.95K -36 -6%
NL
177
NVWM LLC
Pennsylvania
$22.5K
Nomura Asset Management
178
Nomura Asset Management
Japan
$22.1K +$27.9K +516 New
MAWCM
179
Mine & Arao Wealth Creation & Management
California
$21.4K
CAL
180
Capital Analysts LLC
Pennsylvania
$21K
QL
181
Quarry LP
New York
$18.7K +$23.6K +436 New
KTC
182
Kistler-Tiffany Companies
Pennsylvania
$15.2K
GA
183
GoalVest Advisory
New York
$15K +$4.98K +92 +36%
ACA
184
Atlas Capital Advisors
Wyoming
$11.2K -$14.2K -263 -50%
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$8.32K -$379 -7 -3%
AWM
186
Abound Wealth Management
Tennessee
$7.42K
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$7K -$4.49K -83 -34%
US Bancorp
188
US Bancorp
Minnesota
$6.48K -$920 -17 -10%
AIM
189
Anchor Investment Management
South Carolina
$4.29K
CG
190
Cutler Group
California
$4K -$40.7K -753 -88%
EI
191
Ellevest Inc
New York
$2.62K +$2K +37 +154%
PFBT
192
Parkside Financial Bank & Trust
Missouri
$2.15K -$216 -4 -7%
CQS
193
Credential Qtrade Securities
$2.14K
Bessemer Group
194
Bessemer Group
New Jersey
$2K
ARS
195
Adirondack Retirement Specialists
New York
$1.93K +$649 +12 +34%
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$1.67K
MCM
197
Manchester Capital Management
Vermont
$1.5K +$541 +10 +40%
IAIM
198
International Assets Investment Management
Florida
$1.5K +$1.89K +35 New
Russell Investments Group
199
Russell Investments Group
United Kingdom
$1.42K +$1.78K +33 New
PWMG
200
Prestige Wealth Management Group
New Jersey
$1.12K +$379 +7 +37%

TRUP Hedge Fund Activity: Q1 2023 in Review

215 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Trupanion (TRUP) for Q1 2023, worth a combined $1.94B — down 6.3% from $2.07B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of TRUP and 27 opened new positions — a net loss of 1 holder — while 65 trimmed existing stakes and 72 added.

The largest buyer was Gilder Gagnon Howe & Co, adding an estimated $47.8M. The largest seller was AllianceBernstein, cutting an estimated $24.7M.

  • 215 institutional investors held Trupanion (TRUP) as of Q1 2023, down from 217 in Q4 2022.
  • Funds reported $1.94B of Trupanion stock for Q1 2023, down 6.3% quarter-over-quarter.
  • 27 funds opened new Trupanion positions in Q1 2023 and 28 closed out, a net change of -1 holder.
  • The largest Trupanion buyer in Q1 2023 was Gilder Gagnon Howe & Co, an estimated $47.8M added.
  • The largest Trupanion seller in Q1 2023 was AllianceBernstein, an estimated $24.7M sold.

Based on aggregated 13F filings for Q1 2023.