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Trupanion

233 hedge funds and large institutions have $3.89B invested in Trupanion in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 104 increasing their positions, 52 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 52

77% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $11.1M

56% more capital invested

Capital invested by funds: $2.5B → $3.89B (+$1.39B)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

1.31% more ownership

Funds ownership: 83.06%84.36% (+1.3%)

3% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 38

1% less funds holding

Funds holding: 236233 (-3)

Holders
233
Holders Change
-3
Holders Change %
-1.27%
% of All Funds
4.06%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
37
Increased
104
Reduced
52
Closed
38
Calls
$19.7M
Puts
$11.1M
Net Calls
+$8.61M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$676M +$52.9M +608,272 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$434M +$8.37M +96,272 +3%
Capital World Investors
3
Capital World Investors
California
$277M +$75.7M +869,885 +57%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$269M +$14.5M +166,411 +8%
NTCM
5
Nine Ten Capital Management
Illinois
$185M +$9.81M +112,782 +8%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$165M +$54.2K +623 +0%
AllianceBernstein
7
AllianceBernstein
Tennessee
$152M +$14.2M +163,779 +14%
State Street
8
State Street
Massachusetts
$139M +$15.9M +182,917 +18%
ClearBridge Investments
9
ClearBridge Investments
New York
$127M +$255K +2,937 +0.3%
RH
10
RenaissanceRe Holdings
Bermuda
$114M -$42.3M -486,493 -33%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$83.3M +$11.6M +132,941 +23%
GGHC
12
Gilder Gagnon Howe & Co
New York
$64.2M +$5.72M +65,713 +13%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$63.6M +$1.81M +20,851 +4%
Morgan Stanley
14
Morgan Stanley
New York
$60.7M +$2.67M +30,682 +6%
Barclays
15
Barclays
United Kingdom
$55.3M +$386K +4,437 +0.9%
Allianz Asset Management
16
Allianz Asset Management
Germany
$52.5M +$6.52M +74,940 +20%
Capital International Investors
17
Capital International Investors
California
$48.6M +$26.2M +300,874 +248%
Northern Trust
18
Northern Trust
Illinois
$47.9M +$4.88M +56,156 +16%
GLCM
19
Greenlea Lane Capital Management
Connecticut
$47.4M +$320K +3,675 +0.9%
Capital Research Global Investors
20
Capital Research Global Investors
California
$45.3M -$16.1M -185,123 -32%
N
21
Nuveen
North Carolina
$44.6M +$2.03M +23,290 +6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$35.3M +$1.08M +12,370 +4%
Norges Bank
23
Norges Bank
Norway
$33M +$4.56M +52,440 +22%
Charles Schwab
24
Charles Schwab
California
$27.8M +$1.98M +22,791 +10%
Principal Financial Group
25
Principal Financial Group
Iowa
$27.5M +$394K +4,524 +2%

TRUP Hedge Fund Activity: Q2 2021 in Review

233 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Trupanion (TRUP) for Q2 2021, worth a combined $3.89B — up 56% from $2.5B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of TRUP and 37 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 104 added.

The largest buyer was Capital World Investors, adding an estimated $75.7M. The largest seller was RenaissanceRe Holdings, cutting an estimated $42.3M.

  • 233 institutional investors held Trupanion (TRUP) as of Q2 2021, down from 236 in Q1 2021.
  • Funds reported $3.89B of Trupanion stock for Q2 2021, up 56% quarter-over-quarter.
  • 37 funds opened new Trupanion positions in Q2 2021 and 38 closed out, a net change of -1 holder.
  • The largest Trupanion buyer in Q2 2021 was Capital World Investors, an estimated $75.7M added.
  • The largest Trupanion seller in Q2 2021 was RenaissanceRe Holdings, an estimated $42.3M sold.

Based on aggregated 13F filings for Q2 2021.