We are live on ! Find out more
TREE icon

LendingTree
TREE

79 hedge funds and large institutions have $166M invested in LendingTree in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

41% more capital invested

Capital invested by funds: $118M → $166M (+$48.7M)

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

3% more funds holding

Funds holding: 77 → 79 (+2)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
2.29%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
13
Increased
26
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
+$3.24M
2
SCC
Second Curve Capital
Pennsylvania
+$2.61M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.63M
4
SCM
SG Capital Management
Illinois
+$1.19M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$811K

Top Sellers

Rank Fund Capital Flow
1
CWAM
Columbia Wanger Asset Management
Illinois
-$2.63M
2
SST
S Squared Technology
New York
-$1.4M
3
NC
Northpointe Capital
Michigan
-$1.25M
4
Morgan Stanley
Morgan Stanley
New York
-$1.17M
5
TC
TFS Capital
Pennsylvania
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.01M -$39K -1,303 -4%
DCM
27
Dupont Capital Management
Delaware
$949K -$406K -13,545 -32%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$918K +$43.9K +1,467 +6%
TCIM
29
TIAA CREF Investment Management
New York
$876K +$45.8K +1,530 +6%
PAM
30
Panagora Asset Management
Massachusetts
$810K +$12.7K +425 +2%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$771K -$8.98K -300 -1%
GCP
32
GSA Capital Partners
United Kingdom
$748K +$123K +4,100 +22%
SO
33
STRS Ohio
Ohio
$739K +$467K +15,600 +226%
Citadel Advisors
34
Citadel Advisors
Florida
$724K +$328K +10,953 +99%
Two Sigma Investments
35
Two Sigma Investments
New York
$713K +$33.4K +1,114 +5%
BIM
36
BlackRock Investment Management
Delaware
$631K -$29K -969 -5%
Morgan Stanley
37
Morgan Stanley
New York
$575K -$1.17M -39,126 -69%
NFA
38
Nationwide Fund Advisors
Ohio
$512K +$10.5K +350 +2%
Deutsche Bank
39
Deutsche Bank
Germany
$479K -$573K -19,151 -57%
CS
40
Credit Suisse
Switzerland
$437K -$27.1K -905 -6%
Millennium Management
41
Millennium Management
New York
$421K +$92.8K +3,101 +32%
Charles Schwab
42
Charles Schwab
California
$419K – – –
AQR Capital Management
43
AQR Capital Management
Connecticut
$396K +$361K +12,052 New
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$381K +$2.99K +100 +0.9%
LPL Financial
45
LPL Financial
California
$377K -$1.95K -65 -0.6%
ARTA
46
A.R.T. Advisors
New York
$371K -$30.4K -1,014 -8%
TA
47
Teachers Advisors
New York
$355K – – –
AI
48
Analytic Investors
California
$342K +$311K +10,402 New
HK
49
Horizon Kinetics
New York
$323K – – –
SIM
50
Spark Investment Management
New York
$311K -$320K -10,700 -53%
1
2
3 4

TREE Hedge Fund Activity: Q4 2013 in Review

79 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q4 2013, worth a combined $166M — up 41% from $118M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TREE positions and 11 closed out — a net gain of 2 holders — while 26 added to existing stakes and 27 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $3.24M. The largest seller was Columbia Wanger Asset Management, exiting entirely with an estimated $2.63M sold.

  • 79 institutional investors held LendingTree (TREE) as of Q4 2013, up from 77 in Q3 2013.
  • Funds reported $166M of LendingTree stock for Q4 2013, up 41% quarter-over-quarter.
  • 13 funds opened new LendingTree positions in Q4 2013 and 11 closed out, a net change of +2 holders.
  • The largest LendingTree buyer in Q4 2013 was Allianz Asset Management, an estimated $3.24M added.
  • The largest LendingTree seller in Q4 2013 was Columbia Wanger Asset Management, an estimated $2.63M sold.

Based on aggregated 13F filings for Q4 2013.