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LendingTree

233 hedge funds and large institutions have $3.87B invested in LendingTree in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 65 increasing their positions, 69 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

62% more capital invested

Capital invested by funds: $2.39B → $3.87B (+$1.48B)

8% more funds holding

Funds holding: 215233 (+18)

0.96% more ownership

Funds ownership: 84.82%85.78% (+0.96%)

6% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 69

47% less call options, than puts

Call options by funds: $61.9M | Put options by funds: $116M

Holders
233
Holders Change
+18
Holders Change %
+8.37%
% of All Funds
5.04%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
49
Increased
65
Reduced
69
Closed
28
Calls
$61.9M
Puts
$116M
Net Calls
-$54M
Net Calls Change
-$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
3CP
76
3G Capital Partners
New York
$3.62M -$2.07M -6,871 -40%
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.54M
CIBC World Market
78
CIBC World Market
Ontario, Canada
$3.52M +$3.02M +10,006 New
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$3.48M +$2.36M +7,822 +376%
CS
80
Credit Suisse
Switzerland
$3.46M +$1.09M +3,603 +58%
CIS
81
Connors Investor Services
Pennsylvania
$3.43M -$20.2K -67 -0.7%
Retirement Systems of Alabama
82
Retirement Systems of Alabama
Alabama
$3.41M +$12.4K +41 +0.4%
Federated Hermes
83
Federated Hermes
Pennsylvania
$3.25M +$2.36M +7,822 +549%
JP Morgan Chase
84
JP Morgan Chase
New York
$3.17M +$1.03M +3,409 +61%
AWM
85
Avitas Wealth Management
California
$2.95M +$2.53M +8,382 New
HKAM
86
Horizon Kinetics Asset Management
New York
$2.89M +$2.49M +8,233 New
MIM
87
MetLife Investment Management
New Jersey
$2.85M
Legal & General Group
88
Legal & General Group
United Kingdom
$2.84M +$58K +192 +2%
RA
89
Royce & Associates
New York
$2.81M +$302K +1,000 +14%
GF
90
Gabelli Funds
New York
$2.76M
SST
91
S Squared Technology
New York
$2.55M -$2M -6,638 -48%
OCM
92
Osterweis Capital Management
California
$2.47M +$2.12M +7,020 New
MOACM
93
Mutual of America Capital Management
New York
$2.31M -$25.1K -83 -1%
ASN
94
Advisory Services Network
Georgia
$2.28M -$30.2K -100 -2%
TA
95
Teton Advisors
New York
$2.26M -$1.44M -4,760 -43%
UBS AM
96
UBS AM
Illinois
$2.22M +$123K +407 +7%
DCM
97
Driehaus Capital Management
Illinois
$1.96M +$1.68M +5,572 New
ASRS
98
Arizona State Retirement System
Arizona
$1.88M +$1.21K +4 +0.1%
Prudential Financial
99
Prudential Financial
New Jersey
$1.86M +$12.7K +42 +0.8%
CIA
100
Capital Impact Advisors
Massachusetts
$1.79M

TREE Hedge Fund Activity: Q1 2019 in Review

233 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q1 2019, worth a combined $3.87B — up 62% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new TREE positions and 28 closed out — a net gain of 21 holders — while 65 added to existing stakes and 69 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $55.8M. The largest seller was Jackson Square Partners, cutting an estimated $26M.

  • 233 institutional investors held LendingTree (TREE) as of Q1 2019, up from 215 in Q4 2018.
  • Funds reported $3.87B of LendingTree stock for Q1 2019, up 62% quarter-over-quarter.
  • 49 funds opened new LendingTree positions in Q1 2019 and 28 closed out, a net change of +21 holders.
  • The largest LendingTree buyer in Q1 2019 was Victory Capital Management, an estimated $55.8M added.
  • The largest LendingTree seller in Q1 2019 was Jackson Square Partners, an estimated $26M sold.

Based on aggregated 13F filings for Q1 2019.