We are live on ! Find out more
TREE icon

LendingTree
TREE

77 hedge funds and large institutions have $118M invested in LendingTree in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

55% more capital invested

Capital invested by funds: $76M → $118M (+$41.7M)

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

4% less funds holding

Funds holding: 80 → 77 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
6
Increased
33
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCC
Second Curve Capital
Pennsylvania
+$8.2M
2
EI
EAM Investors
California
+$1.81M
3
RAM
RWC Asset Management
United Kingdom
+$1.3M
4
DCM
Dupont Capital Management
Delaware
+$930K
5
Wells Fargo
Wells Fargo
California
+$866K

Top Sellers

Rank Fund Capital Flow
1
SST
S Squared Technology
New York
-$7.61M
2
NC
Northpointe Capital
Michigan
-$2.29M
3
BIM
Bogle Investment Management
Massachusetts
-$828K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$763K
5
JGC
J. Goldman & Co
New York
-$708K
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$885K +$645K +29,421 +677%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$840K +$64.7K +2,953 +10%
PPA
28
Parametric Portfolio Associates
Washington
$747K +$162K +7,379 +35%
EMFAT
29
Emerald Mutual Fund Advisers Trust
Pennsylvania
$711K – – –
Geode Capital Management
30
Geode Capital Management
Massachusetts
$696K -$11.3K -517 -2%
TCIM
31
TIAA CREF Investment Management
New York
$661K -$83.2K -3,798 -13%
PAM
32
Panagora Asset Management
Massachusetts
$638K – – –
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$633K +$53.8K +2,454 +11%
COPPSERS
34
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$611K -$349K -15,942 -41%
Two Sigma Investments
35
Two Sigma Investments
New York
$540K +$451K +20,573 New
SIM
36
Spark Investment Management
New York
$532K -$195K -8,900 -31%
BIM
37
BlackRock Investment Management
Delaware
$530K +$20.7K +946 +5%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$499K +$6.95K +317 +2%
GCP
39
GSA Capital Partners
United Kingdom
$491K +$146K +6,649 +55%
NFA
40
Nationwide Fund Advisors
Ohio
$400K +$205K +9,342 +158%
NIM
41
Needham Investment Management
New York
$394K – – –
CS
42
Credit Suisse
Switzerland
$372K +$1.75K +80 +0.6%
Charles Schwab
43
Charles Schwab
California
$343K – – –
LPL Financial
44
LPL Financial
California
$329K +$253K +11,539 New
ARTA
45
A.R.T. Advisors
New York
$323K +$3.11K +142 +1%
HCM
46
Highbridge Capital Management
New York
$314K +$262K +11,959 New
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$302K +$6.57K +300 +3%
Citadel Advisors
48
Citadel Advisors
Florida
$292K +$6.51K +297 +3%
TA
49
Teachers Advisors
New York
$284K +$27.8K +1,269 +13%
BIM
50
Bogle Investment Management
Massachusetts
$278K -$828K -37,779 -78%
1
2
3 4

TREE Hedge Fund Activity: Q3 2013 in Review

77 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q3 2013, worth a combined $118M — up 55% from $76M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TREE and 6 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 33 added.

The largest buyer was Second Curve Capital, adding an estimated $8.2M. The largest seller was S Squared Technology, cutting an estimated $7.61M.

  • 77 institutional investors held LendingTree (TREE) as of Q3 2013, down from 80 in Q2 2013.
  • Funds reported $118M of LendingTree stock for Q3 2013, up 55% quarter-over-quarter.
  • 6 funds opened new LendingTree positions in Q3 2013 and 9 closed out, a net change of -3 holders.
  • The largest LendingTree buyer in Q3 2013 was Second Curve Capital, an estimated $8.2M added.
  • The largest LendingTree seller in Q3 2013 was S Squared Technology, an estimated $7.61M sold.

Based on aggregated 13F filings for Q3 2013.