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Trupanion

236 hedge funds and large institutions have $1.87B invested in Trupanion in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 77 increasing their positions, 60 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

28% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 60

12% more funds holding

Funds holding: 211236 (+25)

11% more capital invested

Capital invested by funds: $1.68B → $1.87B (+$189M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.4% less ownership

Funds ownership: 95.2%91.79% (-3.4%)

24% less call options, than puts

Call options by funds: $48.2M | Put options by funds: $63M

Holders
236
Holders Change
+25
Holders Change %
+11.85%
% of All Funds
3.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
60
Increased
77
Reduced
60
Closed
32
Calls
$48.2M
Puts
$63M
Net Calls
-$14.8M
Net Calls Change
-$5.58M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$256M +$6.99M +136,171 +3%
Capital World Investors
2
Capital World Investors
California
$198M +$193K +3,763 +0.1%
AI
3
Aflac Inc
Georgia
$175M
Vanguard Group
4
Vanguard Group
Pennsylvania
$173M +$2.34M +45,653 +1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$106M -$61.3M -1,193,440 -35%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$69.2M +$13.5M +263,241 +22%
State Street
7
State Street
Massachusetts
$62.3M -$1.25M -24,363 -2%
PCH
8
Polar Capital Holdings
United Kingdom
$60.3M -$2.57M -50,000 -4%
Morgan Stanley
9
Morgan Stanley
New York
$46.5M -$2.51M -48,916 -5%
GLCM
10
Greenlea Lane Capital Management
Connecticut
$45M -$7.92M -154,255 -14%
Marshall Wace
11
Marshall Wace
United Kingdom
$43.5M +$2.97M +57,804 +7%
Bank of America
12
Bank of America
North Carolina
$42.7M -$8.52M -165,910 -16%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$40.5M +$34M +661,559 +368%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$37.8M -$123K -2,393 -0.3%
Baillie Gifford & Co
15
Baillie Gifford & Co
United Kingdom
$33.8M +$7.56M +147,341 +27%
JGC
16
J. Goldman & Co
New York
$19.3M +$6.85M +133,458 +50%
Northern Trust
17
Northern Trust
Illinois
$17.7M +$1.57M +30,549 +9%
DDC
18
DF Dent & Co
Maryland
$17M -$741K -14,437 -4%
Goldman Sachs
19
Goldman Sachs
New York
$16.8M +$9.11M +177,367 +103%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$16.2M +$10.9M +212,545 +171%
ClearBridge Investments
21
ClearBridge Investments
New York
$15.6M -$1.06M -20,643 -6%
Charles Schwab
22
Charles Schwab
California
$14.8M +$325K +6,338 +2%
Citadel Advisors
23
Citadel Advisors
Florida
$14.5M -$1.15M -22,483 -7%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$13.2M +$7.44M +144,828 +112%
LIM
25
Lagoda Investment Management
New York
$12.7M -$145K -2,825 -1%

TRUP Hedge Fund Activity: Q4 2024 in Review

236 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Trupanion (TRUP) for Q4 2024, worth a combined $1.87B — up 11% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new TRUP positions and 32 closed out — a net gain of 28 holders — while 77 added to existing stakes and 60 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $34M. The largest seller was Flossbach Von Storch, exiting entirely with an estimated $99M sold.

  • 236 institutional investors held Trupanion (TRUP) as of Q4 2024, up from 211 in Q3 2024.
  • Funds reported $1.87B of Trupanion stock for Q4 2024, up 11% quarter-over-quarter.
  • 60 funds opened new Trupanion positions in Q4 2024 and 32 closed out, a net change of +28 holders.
  • The largest Trupanion buyer in Q4 2024 was Balyasny Asset Management, an estimated $34M added.
  • The largest Trupanion seller in Q4 2024 was Flossbach Von Storch, an estimated $99M sold.

Based on aggregated 13F filings for Q4 2024.