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LendingTree

257 hedge funds and large institutions have $3.79B invested in LendingTree in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 121 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 44

154% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 24

99% more call options, than puts

Call options by funds: $38.9M | Put options by funds: $19.5M

17.56% more ownership

Funds ownership: 88.11%105.68% (+18%)

16% more funds holding

Funds holding: 221257 (+36)

8% more capital invested

Capital invested by funds: $3.51B → $3.79B (+$275M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
257
Holders Change
+36
Holders Change %
+16.29%
% of All Funds
4.55%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
61
Increased
121
Reduced
44
Closed
24
Calls
$38.9M
Puts
$19.5M
Net Calls
+$19.3M
Net Calls Change
+$65.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
226
Eudaimonia Partners
Tennessee
$48K
BEI
227
Benjamin Edwards Inc
Missouri
$31K -$4.75K -16 -12%
PCH
228
PGIM Custom Harvest
New Jersey
$26K +$24.1K +81 New
FHC
229
First Horizon Corporation
Tennessee
$24K +$7.13K +24 +38%
BC
230
Bartlett & Co
Ohio
$19K
BCWM
231
Bartlett & Co Wealth Management
Ohio
$18.9K
SPIA
232
Steward Partners Investment Advisory
New York
$17K +$6.54K +22 +54%
RE
233
RBC Europe
United Kingdom
$15.1K
VCG
234
Vantage Consulting Group
Virginia
$9K +$9.51K +32 New
TWA
235
TCI Wealth Advisors
Arizona
$8K
SFS
236
Sowell Financial Services
Arkansas
$8K +$6.83K +23 +329%
NFSG
237
Newbridge Financial Services Group
Florida
$7K
PS
238
Planned Solutions
California
$7K +$7.43K +25 New
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$6K
HFS
240
Hantz Financial Services
Michigan
$6K
Rockefeller Capital Management
241
Rockefeller Capital Management
New York
$6K +$297 +1 +5%
AIG
242
American International Group
New York
$5.42K +$1.56M +5,256 +36%
Walleye Capital
243
Walleye Capital
New York
$4.41K +$4.78M +16,089 New
SSB
244
Sandy Spring Bank
Maryland
$4K
VCM
245
Versant Capital Management
Arizona
$4K
PWPS
246
Pinnacle Wealth Planning Services
Ohio
$3K +$3.27K +11 New
CCC
247
Crescent Capital Consulting
Louisiana
$3K +$3.56K +12 New
BFEC
248
Benjamin F. Edwards & Company
Missouri
$2K
HCM
249
Highlander Capital Management
New Jersey
$2K
LWANC
250
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K

TREE Hedge Fund Activity: Q4 2020 in Review

257 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q4 2020, worth a combined $3.79B — up 7.8% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new TREE positions and 24 closed out — a net gain of 37 holders — while 121 added to existing stakes and 44 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $197M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $134M sold.

  • 257 institutional investors held LendingTree (TREE) as of Q4 2020, up from 221 in Q3 2020.
  • Funds reported $3.79B of LendingTree stock for Q4 2020, up 7.8% quarter-over-quarter.
  • 61 funds opened new LendingTree positions in Q4 2020 and 24 closed out, a net change of +37 holders.
  • The largest LendingTree buyer in Q4 2020 was ARK Investment Management, an estimated $197M added.
  • The largest LendingTree seller in Q4 2020 was Jackson Square Partners, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2020.