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Trupanion

214 hedge funds and large institutions have $1.36B invested in Trupanion in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $1.21B → $1.36B (+$152M)

11% more funds holding

Funds holding: 192214 (+22)

3.78% more ownership

Funds ownership: 103.47%107.25% (+3.8%)

8% more call options, than puts

Call options by funds: $39.6M | Put options by funds: $36.6M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

9% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 64

Holders
214
Holders Change
+22
Holders Change %
+11.46%
% of All Funds
3.12%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
46
Increased
58
Reduced
64
Closed
23
Calls
$39.6M
Puts
$36.6M
Net Calls
+$2.98M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$181M +$9.57M +361,102 +6%
Capital World Investors
2
Capital World Investors
California
$123M
Vanguard Group
3
Vanguard Group
Pennsylvania
$111M -$10.2M -386,594 -10%
AI
4
Aflac Inc
Georgia
$111M
Flossbach Von Storch
5
Flossbach Von Storch
Germany
$87.9M
Wellington Management Group
6
Wellington Management Group
Massachusetts
$74.9M +$16.7M +630,155 +35%
Morgan Stanley
7
Morgan Stanley
New York
$55.3M +$29.9M +1,127,095 +165%
Capital International Investors
8
Capital International Investors
California
$55M
State Street
9
State Street
Massachusetts
$42.2M +$2.69M +101,442 +8%
PCH
10
Polar Capital Holdings
United Kingdom
$38.1M
ClearBridge Investments
11
ClearBridge Investments
New York
$26.3M -$45.4K -1,712 -0.2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$25.2M +$1.38M +51,988 +7%
GGHC
13
Gilder Gagnon Howe & Co
New York
$21.9M -$32.9M -1,242,937 -63%
Baillie Gifford & Co
14
Baillie Gifford & Co
United Kingdom
$21.3M -$3.06M -115,370 -14%
8KM
15
8 Knots Management
Texas
$21.2M +$18.4M +693,710 New
Marshall Wace
16
Marshall Wace
United Kingdom
$18.6M +$12.7M +479,221 +366%
Voloridge Investment Management
17
Voloridge Investment Management
Florida
$17.2M +$1.63M +61,619 +12%
Millennium Management
18
Millennium Management
New York
$16.3M +$8.24M +310,812 +140%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$13.9M +$8.35M +315,178 +225%
Northern Trust
20
Northern Trust
Illinois
$12.8M -$130K -4,905 -1%
N
21
Nuveen
North Carolina
$11.9M +$4.3M +162,214 +72%
KAM
22
Kopion Asset Management
Texas
$10M -$533K -20,112 -6%
Citadel Advisors
23
Citadel Advisors
Florida
$9.67M +$3.8M +143,480 +83%
Charles Schwab
24
Charles Schwab
California
$9.15M +$188K +7,088 +2%
1WCM
25
12 West Capital Management
New York
$9.15M

TRUP Hedge Fund Activity: Q4 2023 in Review

214 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Trupanion (TRUP) for Q4 2023, worth a combined $1.36B — up 13% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new TRUP positions and 23 closed out — a net gain of 23 holders — while 58 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29.9M. The largest seller was Select Equity Group, exiting entirely with an estimated $33.1M sold.

  • 214 institutional investors held Trupanion (TRUP) as of Q4 2023, up from 192 in Q3 2023.
  • Funds reported $1.36B of Trupanion stock for Q4 2023, up 13% quarter-over-quarter.
  • 46 funds opened new Trupanion positions in Q4 2023 and 23 closed out, a net change of +23 holders.
  • The largest Trupanion buyer in Q4 2023 was Morgan Stanley, an estimated $29.9M added.
  • The largest Trupanion seller in Q4 2023 was Select Equity Group, an estimated $33.1M sold.

Based on aggregated 13F filings for Q4 2023.