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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
BlackRock
1
BlackRock
New York
$157M +$409K +14,407 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$114M -$185K -6,501 -0.2%
Capital World Investors
3
Capital World Investors
California
$113M
AI
4
Aflac Inc
Georgia
$103M
Flossbach Von Storch
5
Flossbach Von Storch
Germany
$81.2M
GGHC
6
Gilder Gagnon Howe & Co
New York
$55.3M +$2.5M +88,111 +5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$51.4M +$2.61M +91,895 +5%
Capital International Investors
8
Capital International Investors
California
$50.8M -$40.6M -1,429,966 -44%
State Street
9
State Street
Massachusetts
$36.1M +$1.21M +42,556 +3%
PCH
10
Polar Capital Holdings
United Kingdom
$35.3M
Select Equity Group
11
Select Equity Group
New York
$33.1M -$10.7M -374,924 -24%
ClearBridge Investments
12
ClearBridge Investments
New York
$24.4M +$24.6K +867 +0.1%
Baillie Gifford & Co
13
Baillie Gifford & Co
United Kingdom
$22.9M -$65.1K -2,290 -0.3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$21.8M +$355K +12,502 +2%
Morgan Stanley
15
Morgan Stanley
New York
$19.3M +$241K +8,484 +1%
Voloridge Investment Management
16
Voloridge Investment Management
Florida
$14.1M -$1.04M -36,504 -7%
Northern Trust
17
Northern Trust
Illinois
$12M +$253K +8,898 +2%
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$11.5M +$1.99M +70,070 +21%
KAM
19
Kopion Asset Management
Texas
$9.85M +$78.3K +2,757 +0.8%
Allianz Asset Management
20
Allianz Asset Management
Germany
$8.97M +$158K +5,548 +2%
GLCM
21
Greenlea Lane Capital Management
Connecticut
$8.5M
1WCM
22
12 West Capital Management
New York
$8.46M
Charles Schwab
23
Charles Schwab
California
$8.26M +$399K +14,044 +5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$7.92M -$237K -8,331 -3%
RH
25
RenaissanceRe Holdings
Bermuda
$7.42M

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.