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Trupanion

211 hedge funds and large institutions have $1.68B invested in Trupanion in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 50 increasing their positions, 82 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

39% more capital invested

Capital invested by funds: $1.21B → $1.68B (+$471M)

12% more funds holding

Funds holding: 188211 (+23)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less ownership

Funds ownership: 98.2%95.2% (-3%)

23% less call options, than puts

Call options by funds: $31.6M | Put options by funds: $40.9M

39% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 82

Holders
211
Holders Change
+23
Holders Change %
+12.23%
% of All Funds
3.03%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
50
Reduced
82
Closed
16
Calls
$31.6M
Puts
$40.9M
Net Calls
-$9.23M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$217M -$10.9M -279,089 -5%
Capital World Investors
2
Capital World Investors
California
$172M +$3.12M +79,870 +2%
AI
3
Aflac Inc
Georgia
$153M
Vanguard Group
4
Vanguard Group
Pennsylvania
$149M -$3.55M -91,068 -3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$142M +$5.55M +142,156 +4%
Flossbach Von Storch
6
Flossbach Von Storch
Germany
$99M -$19.9M -508,807 -18%
State Street
7
State Street
Massachusetts
$55.3M -$2.88M -73,780 -5%
PCH
8
Polar Capital Holdings
United Kingdom
$54.6M -$2.44M -62,500 -5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$49.2M +$45.7M +1,170,202 +55,964%
GLCM
10
Greenlea Lane Capital Management
Connecticut
$45.7M -$472K -12,090 -1%
Bank of America
11
Bank of America
North Carolina
$44.1M +$17.9M +458,076 +77%
Morgan Stanley
12
Morgan Stanley
New York
$42.6M -$18.1M -463,045 -31%
Marshall Wace
13
Marshall Wace
United Kingdom
$35.4M -$9.78M -250,748 -23%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$33M -$212K -5,446 -0.7%
Baillie Gifford & Co
15
Baillie Gifford & Co
United Kingdom
$23.3M -$459K -11,775 -2%
DDC
16
DF Dent & Co
Maryland
$15.4M +$3.12M +80,014 +28%
ClearBridge Investments
17
ClearBridge Investments
New York
$14.5M -$5.02M -128,713 -27%
Northern Trust
18
Northern Trust
Illinois
$14.2M -$1.92M -49,157 -13%
Citadel Advisors
19
Citadel Advisors
Florida
$13.6M +$6.94M +177,758 +122%
KAM
20
Kopion Asset Management
Texas
$12.8M -$7.62M -195,200 -39%
Charles Schwab
21
Charles Schwab
California
$12.6M -$238K -6,112 -2%
Two Sigma Investments
22
Two Sigma Investments
New York
$12M -$2.83M -72,641 -20%
Voloridge Investment Management
23
Voloridge Investment Management
Florida
$11.7M -$8.92M -228,698 -45%
JGC
24
J. Goldman & Co
New York
$11.2M +$5.1M +130,651 +96%
LIM
25
Lagoda Investment Management
New York
$11.2M -$1.29M -33,130 -11%

TRUP Hedge Fund Activity: Q3 2024 in Review

211 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Trupanion (TRUP) for Q3 2024, worth a combined $1.68B — up 39% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new TRUP positions and 16 closed out — a net gain of 25 holders — while 50 added to existing stakes and 82 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $45.7M. The largest seller was Flossbach Von Storch, cutting an estimated $19.9M.

  • 211 institutional investors held Trupanion (TRUP) as of Q3 2024, up from 188 in Q2 2024.
  • Funds reported $1.68B of Trupanion stock for Q3 2024, up 39% quarter-over-quarter.
  • 41 funds opened new Trupanion positions in Q3 2024 and 16 closed out, a net change of +25 holders.
  • The largest Trupanion buyer in Q3 2024 was Fidelity Investments, an estimated $45.7M added.
  • The largest Trupanion seller in Q3 2024 was Flossbach Von Storch, an estimated $19.9M sold.

Based on aggregated 13F filings for Q3 2024.