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LendingTree

145 hedge funds and large institutions have $273M invested in LendingTree in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $220M → $273M (+$53.7M)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 146145 (-1)

1.81% less ownership

Funds ownership: 81.64%79.83% (-1.8%)

19% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 54

72% less call options, than puts

Call options by funds: $2.71M | Put options by funds: $9.62M

Holders
145
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
44
Reduced
54
Closed
21
Calls
$2.71M
Puts
$9.62M
Net Calls
-$6.91M
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$265K +$68.6K +2,091 +27%
CS
77
Credit Suisse
Switzerland
$261K -$53.1K -1,618 -14%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$258K -$556K -16,958 -64%
TPSF
79
Texas Permanent School Fund
Texas
$256K +$315K +9,618 New
UBS Group
80
UBS Group
Switzerland
$256K +$61.9K +1,887 +25%
BA
81
Bristlecone Advisors
Washington
$249K -$42.6K -1,298 -12%
SS
82
Sunbelt Securities
Texas
$242K +$8.53K +260 +3%
QC
83
Quent Capital
New York
$237K -$37.2K -1,133 -11%
Mitsubishi UFJ Trust & Banking
84
Mitsubishi UFJ Trust & Banking
Japan
$234K +$235K +7,171 +445%
CANY
85
Caxton Associates (New York)
New York
$224K +$275K +8,392 New
UBS AM
86
UBS AM
Illinois
$219K +$270K +8,219 New
CSS
87
Cubist Systematic Strategies
Connecticut
$215K -$1.79M -54,444 -87%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$213K +$262K +8,002 New
YIH
89
Y-Intercept (HK)
Hong Kong
$205K +$253K +7,698 New
SOADOR
90
State of Alaska Department of Revenue
Alaska
$198K -$4.1K -125 -2%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$191K -$28.2K -861 -11%
Deutsche Bank
92
Deutsche Bank
Germany
$183K +$67.7K +2,064 +43%
MIM
93
MetLife Investment Management
New Jersey
$171K
AIG
94
American International Group
New York
$153K +$722 +22 +0.4%
AB
95
Amalgamated Bank
New York
$141K +$22.1K +674 +15%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$133K -$153K -4,655 -48%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$115K +$133K +4,041 +1,486%
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$98.5K -$28.9K -882 -19%
OPERF
99
Oregon Public Employees Retirement Fund
Oregon
$95.8K -$328 -10 -0.3%
TRSOTSOK
100
Teachers Retirement System of the State of Kentucky
Kentucky
$93K

TREE Hedge Fund Activity: Q1 2023 in Review

145 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q1 2023, worth a combined $273M — up 24% from $220M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TREE positions and 21 closed out — a net gain of 1 holder — while 44 added to existing stakes and 54 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $10.1M. The largest seller was Granahan Investment Management, cutting an estimated $10.5M.

  • 145 institutional investors held LendingTree (TREE) as of Q1 2023, down from 146 in Q4 2022.
  • Funds reported $273M of LendingTree stock for Q1 2023, up 24% quarter-over-quarter.
  • 22 funds opened new LendingTree positions in Q1 2023 and 21 closed out, a net change of +1 holder.
  • The largest LendingTree buyer in Q1 2023 was American Century Companies, an estimated $10.1M added.
  • The largest LendingTree seller in Q1 2023 was Granahan Investment Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2023.