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LendingTree
TREE

90 hedge funds and large institutions have $163M invested in LendingTree in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

14% more funds holding

Funds holding: 79 → 90 (+11)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

2% less capital invested

Capital invested by funds: $166M → $163M (-$3.2M)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

Holders
90
Holders Change
+11
Holders Change %
+13.92%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
15
Increased
24
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GIPM
G2 Investment Partners Management
New York
+$2.78M
2
Renaissance Technologies
Renaissance Technologies
New York
+$2.64M
3
PWAM
Park West Asset Management
California
+$1.92M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.71M
5
QBFM
QS Batterymarch Financial Management
New York
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
SCC
Second Curve Capital
Pennsylvania
-$6.89M
2
SST
S Squared Technology
New York
-$2.7M
3
EI
EAM Investors
California
-$1.05M
4
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$883K
5
Invesco
Invesco
Georgia
-$631K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
76
AllianceBernstein
Tennessee
$2K -$19.6K -600 -92%
Ameriprise
77
Ameriprise
Minnesota
$2K – – –
TWA
78
TCI Wealth Advisors
Arizona
$2K – – –
WT
79
Whittier Trust
California
$1K -$815 -25 -37%
CFA
80
Carroll Financial Associates
North Carolina
$1K – – –
LTFS
81
Ladenburg Thalmann Financial Services
Florida
$1K – – –
HCM
82
Highlander Capital Management
New Jersey
$248 – – –
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$163 -$391 -12 -0.2%
LPL Financial
84
LPL Financial
California
– -$377K -11,474 Closed
Arrowstreet Capital
85
Arrowstreet Capital
Massachusetts
– -$254K -7,735 Closed
GI
86
GAMCO Investors
Connecticut
– -$206K -6,285 Closed
Bank of America
87
Bank of America
North Carolina
– -$112K -3,444 -99%
MUMSS
88
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$51K -1,572 Closed
U
89
UBS
Switzerland
– -$33 -1 -9%
TF
90
Trutina Financial
Washington
– +$261 +8 New
1 2 3
4

TREE Hedge Fund Activity: Q1 2014 in Review

90 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q1 2014, worth a combined $163M — down 1.9% from $166M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TREE positions and 4 closed out — a net gain of 11 holders — while 24 added to existing stakes and 26 trimmed.

The largest buyer was G2 Investment Partners Management, adding an estimated $2.78M. The largest seller was Second Curve Capital, cutting an estimated $6.89M.

  • 90 institutional investors held LendingTree (TREE) as of Q1 2014, up from 79 in Q4 2013.
  • Funds reported $163M of LendingTree stock for Q1 2014, down 1.9% quarter-over-quarter.
  • 15 funds opened new LendingTree positions in Q1 2014 and 4 closed out, a net change of +11 holders.
  • The largest LendingTree buyer in Q1 2014 was G2 Investment Partners Management, an estimated $2.78M added.
  • The largest LendingTree seller in Q1 2014 was Second Curve Capital, an estimated $6.89M sold.

Based on aggregated 13F filings for Q1 2014.