LendingTree
TREE
235 hedge funds and large institutions have $3.05B invested in LendingTree in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 85 increasing their positions, 68 reducing their positions, and 25 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
48% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 25
25% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 68
3% more funds holding
Funds holding: 229 → 235 (+6)
4% less capital invested
Capital invested by funds: $3.17B → $3.05B (-$117M)
1.23% less ownership
Funds ownership: 78.54% → 77.31% (-1.2%)
79% less call options, than puts
Call options by funds: $37.1M | Put options by funds: $180M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$26.4M |
| 2 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$20.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$18.4M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$14.7M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$36M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$32.2M |
| 3 |
SI
Scout Investments
Kansas City,
Missouri
|
-$29.8M |
| 4 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
-$20.5M |
| 5 |
Goldman Sachs
New York
|
-$12.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Credit Agricole
Montrouge Cedex,
France
| – | -$143K | -460 | Closed |
|
252
SG Americas Securities
New York
| – | -$136K | -439 | Closed |
|
|
CG
253
Cutler Group
San Francisco,
California
| – | -$62K | -200 | Closed |
|
254
Rockefeller Capital Management
New York
| – | -$20K | -65 | Closed |
|
|
CIAS
255
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$3K | -10 | Closed |
|
|
BCA
256
Berman Capital Advisors
Atlanta,
Georgia
| – | -$993 | -3 | -50% |
|
257
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -3 | Closed |
|
|
PA
258
Parallel Advisors
San Francisco,
California
| – | -$1K | -3 | Closed |
|
|
UCFA
259
United Capital Financial Advisors
Irving,
Texas
| – | -$1K | -3 | Closed |
|
TREE Hedge Fund Activity: Q4 2019 in Review
235 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q4 2019, worth a combined $3.05B — down 3.7% from $3.17B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new TREE positions and 25 closed out — a net gain of 12 holders — while 85 added to existing stakes and 68 trimmed.
The largest buyer was Jackson Square Partners, adding an estimated $26.4M. The largest seller was Fidelity Investments, cutting an estimated $36M.
- 235 institutional investors held LendingTree (TREE) as of Q4 2019, up from 229 in Q3 2019.
- Funds reported $3.05B of LendingTree stock for Q4 2019, down 3.7% quarter-over-quarter.
- 37 funds opened new LendingTree positions in Q4 2019 and 25 closed out, a net change of +12 holders.
- The largest LendingTree buyer in Q4 2019 was Jackson Square Partners, an estimated $26.4M added.
- The largest LendingTree seller in Q4 2019 was Fidelity Investments, an estimated $36M sold.
Based on aggregated 13F filings for Q4 2019.