Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
HAI
Hennessy Advisors Inc’s
LendingTree
TREE
Stock Holding History
Hennessy Advisors Inc’s Portfolio
TREE Stock Details
TREE Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-217,600
Closed
-$10.9M
–
387
2025
Q1
$10.9M
Sell
217,600
-24,800
-10%
-$1.1M
0.36%
68
2024
Q4
$9.39M
Buy
242,400
+15,400
+7%
+$738K
0.28%
90
2024
Q3
$13.2M
Buy
227,000
+25,500
+13%
+$1.32M
0.42%
54
2024
Q2
$8.38M
Buy
+201,500
New
+$8.5M
0.32%
82
Other funds holding TREE
Mariner
Overland Park, Kansas
$85.7B AUM
24.21%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
BGC
Blue Grotto Capital
Atlanta, Georgia
$868M AUM
56.95%
1-Year Est. Return
EA
Emerald Advisers
Leola, Pennsylvania
$3.16B AUM
109.58%
1-Year Est. Return
PAIM
Punch & Associates Investment Management
Edina, Minnesota
$1.73B AUM
27.65%
1-Year Est. Return
Jacobs Levy Equity Management
Florham Park, New Jersey
$23.8B AUM
25.4%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
GIPM
G2 Investment Partners Management
New York
$406M AUM
164.47%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close