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LendingTree

243 hedge funds and large institutions have $2.99B invested in LendingTree in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 77

18% more call options, than puts

Call options by funds: $52.3M | Put options by funds: $44.2M

1.52% more ownership

Funds ownership: 105.68%107.19% (+1.5%)

5% less funds holding

Funds holding: 257243 (-14)

21% less capital invested

Capital invested by funds: $3.79B → $2.99B (-$793M)

29% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 41

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
243
Holders Change
-14
Holders Change %
-5.45%
% of All Funds
4.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
102
Reduced
77
Closed
41
Calls
$52.3M
Puts
$44.2M
Net Calls
+$8.07M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
226
Newbridge Financial Services Group
Florida
$5K
AIG
227
American International Group
New York
$4.23K +$21.9K +77 +0.4%
CCC
228
Crescent Capital Consulting
Louisiana
$3K
SSB
229
Sandy Spring Bank
Maryland
$3K
VCM
230
Versant Capital Management
Arizona
$3K
Lazard Asset Management
231
Lazard Asset Management
New York
$2K -$127K -445 -98%
HCM
232
Highlander Capital Management
New Jersey
$2K
FF
233
FourThought Financial
Florida
$2K +$2.85K +10 New
DCM
234
Davidson Capital Management
Texas
$1K -$688K -2,418 -100%
BFEC
235
Benjamin F. Edwards & Company
Missouri
$1K
LWANC
236
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
NL
237
NVWM LLC
Pennsylvania
$1K
TIM
238
Tortoise Investment Management
New York
$1K
MAM
239
Meeder Asset Management
Ohio
$1K +$285 +1 +17%
AM
240
Atreides Management
Massachusetts
-$68.1M -248,700 Closed
CCM
241
CAAS Capital Management
New York
-$15.8M -57,554 Closed
JAM
242
Jacobs Asset Management
New York
-$6.84M -25,000 Closed
Capital Fund Management (CFM)
243
Capital Fund Management (CFM)
France
-$6.52M -23,806 Closed
First Trust Advisors
244
First Trust Advisors
Illinois
-$5.76M -21,031 Closed
Polen Capital Management
245
Polen Capital Management
Florida
-$4.64M -16,965 Closed
Walleye Capital
246
Walleye Capital
New York
-$4.41K -16,089 Closed
PAIM
247
Punch & Associates Investment Management
Minnesota
-$3.73M -13,627 Closed
Walleye Trading
248
Walleye Trading
New York
-$3.16M -11,108 Closed
BC
249
Brookfield Corp
Ontario, Canada
-$3.01M -11,000 Closed
HCMT
250
Highland Capital Management (Tennessee)
Tennessee
-$1.63M -5,960 Closed

TREE Hedge Fund Activity: Q1 2021 in Review

243 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q1 2021, worth a combined $2.99B — down 21% from $3.79B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of TREE and 29 opened new positions — a net loss of 12 holders — while 77 trimmed existing stakes and 102 added.

The largest buyer was Fidelity Investments, adding an estimated $89.5M. The largest seller was ARK Investment Management, cutting an estimated $81.7M.

  • 243 institutional investors held LendingTree (TREE) as of Q1 2021, down from 257 in Q4 2020.
  • Funds reported $2.99B of LendingTree stock for Q1 2021, down 21% quarter-over-quarter.
  • 29 funds opened new LendingTree positions in Q1 2021 and 41 closed out, a net change of -12 holders.
  • The largest LendingTree buyer in Q1 2021 was Fidelity Investments, an estimated $89.5M added.
  • The largest LendingTree seller in Q1 2021 was ARK Investment Management, an estimated $81.7M sold.

Based on aggregated 13F filings for Q1 2021.