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LendingTree

243 hedge funds and large institutions have $3.23B invested in LendingTree in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 108 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 33

1.68% more ownership

Funds ownership: 78.93%80.61% (+1.7%)

2% more funds holding

Funds holding: 239243 (+4)

1% more capital invested

Capital invested by funds: $3.22B → $3.23B (+$18.6M)

14% less call options, than puts

Call options by funds: $114M | Put options by funds: $133M

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

34% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 108

Holders
243
Holders Change
+4
Holders Change %
+1.67%
% of All Funds
5.57%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
38
Increased
71
Reduced
108
Closed
33
Calls
$114M
Puts
$133M
Net Calls
-$18.3M
Net Calls Change
-$5.31M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Avior Wealth Management
Nebraska
$8K
SWP
227
Stratos Wealth Partners
Ohio
$8K
WA
228
WealthTrust-Arizona
Arizona
$8K +$8.28K +23 New
Nisa Investment Advisors
229
Nisa Investment Advisors
Missouri
$8K +$9K +25 New
AIM
230
Advantage Investment Management
Iowa
$7K -$7.2K -20 -50%
CHP
231
Cable Hill Partners
Oregon
$6K -$5.76K -16 -46%
WAM
232
Wealthspire Advisors (Maryland)
Maryland
$6K -$2.88K -8 -30%
Acadian Asset Management
233
Acadian Asset Management
Massachusetts
$6K +$5.4K +15 +500%
VCM
234
Versant Capital Management
Arizona
$5K
DWM
235
Destination Wealth Management
California
$5K +$5.76K +16 New
CBT
236
Capital Bank & Trust
California
$4K
FFW
237
Fusion Family Wealth
New York
$3K
HCM
238
Highlander Capital Management
New Jersey
$3K
GAM
239
Gemmer Asset Management
California
$3K +$2.88K +8 New
IFAM
240
Institutional & Family Asset Management
Colorado
$3K +$2.88K +8 New
SWM
241
SeaCrest Wealth Management
New York
$2K
RIA
242
RPG Investment Advisory
California
$1K
ACPU
243
Arrowgrass Capital Partners (US)
Delaware
-$14.9M -43,726 Closed
CAM
244
Cortina Asset Management
Wisconsin
-$7.24M -21,258 Closed
CCS
245
Crosspoint Capital Strategies
California
-$54M -15,855 Closed
EI
246
EAM Investors
California
-$3.01M -8,847 Closed
LCG
247
Lisanti Capital Growth
New York
-$2.98M -8,760 Closed
Simplex Trading
248
Simplex Trading
Illinois
-$3.05M -8,471 Closed
Bank of Nova Scotia
249
Bank of Nova Scotia
Ontario, Canada
-$2.37M -6,960 Closed
State of Tennessee, Department of Treasury
250
State of Tennessee, Department of Treasury
Tennessee
-$2.03M -5,965 Closed

TREE Hedge Fund Activity: Q1 2018 in Review

243 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q1 2018, worth a combined $3.23B — up 0.58% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new TREE positions and 33 closed out — a net gain of 5 holders — while 71 added to existing stakes and 108 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $204M. The largest seller was Crosspoint Capital Strategies, exiting entirely with an estimated $54M sold.

  • 243 institutional investors held LendingTree (TREE) as of Q1 2018, up from 239 in Q4 2017.
  • Funds reported $3.23B of LendingTree stock for Q1 2018, up 0.58% quarter-over-quarter.
  • 38 funds opened new LendingTree positions in Q1 2018 and 33 closed out, a net change of +5 holders.
  • The largest LendingTree buyer in Q1 2018 was Baillie Gifford & Co, an estimated $204M added.
  • The largest LendingTree seller in Q1 2018 was Crosspoint Capital Strategies, an estimated $54M sold.

Based on aggregated 13F filings for Q1 2018.