LendingTree
TREE
240 hedge funds and large institutions have $2.67B invested in LendingTree in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 48 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more call options, than puts
Call options by funds: $82.4M | Put options by funds: $55.1M
34% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 68
6% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 48
1% less funds holding
Funds holding: 243 → 240 (-3)
11% less capital invested
Capital invested by funds: $2.99B → $2.67B (-$323M)
12.11% less ownership
Funds ownership: 107.19% → 95.08% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$114M |
| 2 |
SAM
Scopus Asset Management
New York
|
+$84.1M |
| 3 |
BlackRock
New York
|
+$50.9M |
| 4 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$34M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
-$362M |
| 2 |
NAMA
Nikko Asset Management Americas
New York
|
-$240M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$239M |
| 4 |
Millennium Management
New York
|
-$15.6M |
| 5 |
Two Sigma Investments
New York
|
-$13.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BEI
276
Benjamin Edwards Inc
Clayton,
Missouri
| – | -$24K | -115 | Closed |
|
|
FC
277
FORA Capital
Miami,
Florida
| – | -$23K | -107 | Closed |
|
|
FHA
278
First Horizon Advisors
Memphis,
Tennessee
| – | -$17K | -84 | Closed |
|
|
PCH
279
PGIM Custom Harvest
Newark,
New Jersey
| – | -$18K | -81 | Closed |
|
|
SPIA
280
Steward Partners Investment Advisory
New York
| – | -$16K | -76 | -99% |
|
|
NFG
281
Next Financial Group
Houston,
Texas
| – | -$13K | -60 | Closed |
|
282
Rockefeller Capital Management
New York
| – | -$10K | -48 | Closed |
|
|
SFS
283
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$6K | -30 | Closed |
|
|
NFSG
284
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$5K | -25 | Closed |
|
|
DCM
285
Davidson Capital Management
Corpus Christi,
Texas
| – | -$1K | -5 | Closed |
|
|
TIM
286
Tortoise Investment Management
White Plains,
New York
| – | -$1K | -3 | Closed |
|
TREE Hedge Fund Activity: Q2 2021 in Review
240 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q2 2021, worth a combined $2.67B — down 11% from $2.99B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of TREE and 45 opened new positions — a net loss of 3 holders — while 68 trimmed existing stakes and 91 added.
The largest buyer was UBS Group, adding an estimated $114M. The largest seller was ARK Investment Management, cutting an estimated $362M.
- 240 institutional investors held LendingTree (TREE) as of Q2 2021, down from 243 in Q1 2021.
- Funds reported $2.67B of LendingTree stock for Q2 2021, down 11% quarter-over-quarter.
- 45 funds opened new LendingTree positions in Q2 2021 and 48 closed out, a net change of -3 holders.
- The largest LendingTree buyer in Q2 2021 was UBS Group, an estimated $114M added.
- The largest LendingTree seller in Q2 2021 was ARK Investment Management, an estimated $362M sold.
Based on aggregated 13F filings for Q2 2021.