We are live on ! Find out more
TREE icon

LendingTree

134 hedge funds and large institutions have $286M invested in LendingTree in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more capital invested

Capital invested by funds: $134M → $286M (+$152M)

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

12% more funds holding

Funds holding: 120134 (+14)

6.03% more ownership

Funds ownership: 66.56%72.59% (+6%)

9% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 44

34% less call options, than puts

Call options by funds: $10.3M | Put options by funds: $15.7M

Holders
134
Holders Change
+14
Holders Change %
+11.67%
% of All Funds
1.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
40
Reduced
44
Closed
21
Calls
$10.3M
Puts
$15.7M
Net Calls
-$5.4M
Net Calls Change
+$19K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
76
LPL Financial
California
$325K -$707 -39 -0.4%
Grantham, Mayo, Van Otterloo & Co (GMO)
77
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$317K
MAM
78
Martingale Asset Management
Massachusetts
$305K +$183K +10,075 New
EGM
79
Engineers Gate Manager
New York
$301K -$503K -27,724 -74%
SG Americas Securities
80
SG Americas Securities
New York
$291K -$8.9K -491 -5%
CWM
81
Cornerstone Wealth Management
Missouri
$252K +$151K +8,324 New
AC
82
AXQ Capital
New Jersey
$242K +$145K +7,990 New
SPS
83
Susquehanna Portfolio Strategies
Pennsylvania
$240K +$143K +7,900 New
SFI
84
Susquehanna Fundamental Investments
Pennsylvania
$211K -$330K -18,194 -72%
Deutsche Bank
85
Deutsche Bank
Germany
$211K +$38.1K +2,104 +43%
JGC
86
J. Goldman & Co
New York
$206K +$123K +6,806 New
US Bancorp
87
US Bancorp
Minnesota
$205K +$122K +6,758 New
BA
88
Bristlecone Advisors
Washington
$201K +$120K +6,642 New
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$196K -$75.5K -4,163 -39%
AIG
90
American International Group
New York
$160K +$816 +45 +0.9%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$154K -$18 -1 -0%
MIM
92
MetLife Investment Management
New Jersey
$150K -$26.3K -1,450 -23%
SOW
93
State of Wyoming
Wyoming
$146K +$23.9K +1,316 +38%
Citadel Advisors
94
Citadel Advisors
Florida
$111K -$349K -19,243 -84%
PAS
95
Point72 Asia (Singapore)
Singapore
$110K +$65.7K +3,623 New
Wells Fargo
96
Wells Fargo
California
$103K +$13.6K +750 +28%
A
97
AlphaQuest
New York
$103K +$61.4K +3,390 New
TRCT
98
Tower Research Capital (TRC)
New York
$90.8K +$23.9K +1,321 +79%
Asset Management One
99
Asset Management One
Japan
$63.2K -$25.5K -1,409 -41%
California State Teachers Retirement System (CalSTRS)
100
California State Teachers Retirement System (CalSTRS)
California
$53.1K -$10.3K -568 -24%

TREE Hedge Fund Activity: Q4 2023 in Review

134 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q4 2023, worth a combined $286M — up 114% from $134M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new TREE positions and 21 closed out — a net gain of 15 holders — while 40 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.2M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $7.98M sold.

  • 134 institutional investors held LendingTree (TREE) as of Q4 2023, up from 120 in Q3 2023.
  • Funds reported $286M of LendingTree stock for Q4 2023, up 114% quarter-over-quarter.
  • 36 funds opened new LendingTree positions in Q4 2023 and 21 closed out, a net change of +15 holders.
  • The largest LendingTree buyer in Q4 2023 was Morgan Stanley, an estimated $12.2M added.
  • The largest LendingTree seller in Q4 2023 was Baillie Gifford & Co, an estimated $7.98M sold.

Based on aggregated 13F filings for Q4 2023.