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Trupanion

140 hedge funds and large institutions have $840M invested in Trupanion in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.53% less ownership

Funds ownership: 97.19%94.66% (-2.5%)

7% less funds holding

Funds holding: 151140 (-11)

13% less call options, than puts

Call options by funds: $6.8M | Put options by funds: $7.77M

31% less capital invested

Capital invested by funds: $1.21B → $840M (-$371M)

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

Holders
140
Holders Change
-11
Holders Change %
-7.28%
% of All Funds
3.07%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
10
Increased
49
Reduced
37
Closed
21
Calls
$6.8M
Puts
$7.77M
Net Calls
-$975K
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$82.9M +$5.24M +179,009 +6%
NTCM
2
Nine Ten Capital Management
Illinois
$77.2M +$466K +15,907 +0.5%
Capital World Investors
3
Capital World Investors
California
$61.3M
BlackRock
4
BlackRock
New York
$50.1M +$2.14M +73,041 +4%
AllianceBernstein
5
AllianceBernstein
Tennessee
$49.9M +$1.63M +55,682 +3%
Capital Research Global Investors
6
Capital Research Global Investors
California
$40.6M
Vanguard Group
7
Vanguard Group
Pennsylvania
$36.6M +$1.14M +39,086 +3%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$34.2M +$478K +16,333 +1%
ClearBridge Investments
9
ClearBridge Investments
New York
$31M +$16.4K +561 +0%
Morgan Stanley
10
Morgan Stanley
New York
$24.9M +$2.02M +69,019 +8%
IFLIT
11
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$19.1M +$1.46M +50,000 +7%
RC
12
RV Capital
Switzerland
$18.3M +$3.26M +111,166 +18%
GLCM
13
Greenlea Lane Capital Management
Connecticut
$16.1M
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$14.4M -$7.19M -245,294 -30%
State Street
15
State Street
Massachusetts
$14.3M -$1.21M -41,435 -7%
SP
16
StackLine Partners
New York
$12.5M +$6.74M +230,236 +88%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$12.3M +$3.95M +134,758 +39%
GGHC
18
Gilder Gagnon Howe & Co
New York
$11.7M +$8.39M +286,425 +165%
EAM
19
Eagle Asset Management
Florida
$11.5M -$325K -11,102 -2%
AC
20
Avenir Corporation
Virginia
$10.4M +$2.73M +93,226 +30%
RP
21
Riverbridge Partners
Minnesota
$10.3M -$172K -5,882 -1%
Northern Trust
22
Northern Trust
Illinois
$10.1M +$1.11M +37,836 +10%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$9.65M +$311K +10,625 +3%
Handelsbanken Fonder
24
Handelsbanken Fonder
Sweden
$9.53M -$732K -25,000 -6%
DC
25
Davenport & Co
Virginia
$9.35M

TRUP Hedge Fund Activity: Q3 2019 in Review

140 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Trupanion (TRUP) for Q3 2019, worth a combined $840M — down 31% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of TRUP and 10 opened new positions — a net loss of 11 holders — while 37 trimmed existing stakes and 49 added.

The largest buyer was Gilder Gagnon Howe & Co, adding an estimated $8.39M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $19.1M sold.

  • 140 institutional investors held Trupanion (TRUP) as of Q3 2019, down from 151 in Q2 2019.
  • Funds reported $840M of Trupanion stock for Q3 2019, down 31% quarter-over-quarter.
  • 10 funds opened new Trupanion positions in Q3 2019 and 21 closed out, a net change of -11 holders.
  • The largest Trupanion buyer in Q3 2019 was Gilder Gagnon Howe & Co, an estimated $8.39M added.
  • The largest Trupanion seller in Q3 2019 was State of New Jersey Common Pension Fund D, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2019.