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LendingTree
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156 hedge funds and large institutions have $390M invested in LendingTree in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 15

36% more capital invested

Capital invested by funds: $286M → $390M (+$104M)

16% more funds holding

Funds holding: 134 → 156 (+22)

1.8% less ownership

Funds ownership: 72.59% → 70.79% (-1.8%)

13% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 52

28% less call options, than puts

Call options by funds: $9.24M | Put options by funds: $12.9M

Holders
156
Holders Change
+22
Holders Change %
+16.42%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
45
Reduced
52
Closed
15
Calls
$9.24M
Puts
$12.9M
Net Calls
-$3.63M
Net Calls Change
+$1.77M

Top Buyers

Rank Fund Capital Flow
1
EA
Emerald Advisers
Pennsylvania
+$12M
2
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$7.82M
3
PWAM
Park West Asset Management
California
+$3.85M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$3.33M
5
N
Nuveen
North Carolina
+$3.23M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$18.1M
2
Morgan Stanley
Morgan Stanley
New York
-$17.8M
3
Charles Schwab
Charles Schwab
California
-$5.02M
4
Millennium Management
Millennium Management
New York
-$4.44M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$4.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$558K +$333K +9,505 +259%
Ohio Public Employees Retirement System (OPERS)
77
Ohio Public Employees Retirement System (OPERS)
Ohio
$535K +$387K +11,049 +698%
LPL Financial
78
LPL Financial
California
$504K +$42K +1,201 +11%
AFAS
79
Acorn Financial Advisory Services
Virginia
$497K -$44.5K -1,272 -10%
OR
80
Olympiad Research
Connecticut
$476K +$393K +11,238 New
TSS
81
Two Sigma Securities
New York
$471K -$949K -27,119 -71%
UBS Group
82
UBS Group
Switzerland
$464K -$37.2K -1,063 -9%
PCM
83
Prelude Capital Management
New York
$457K +$378K +10,788 New
CWM
84
Cornerstone Wealth Management
Missouri
$455K +$85K +2,428 +29%
Walleye Capital
85
Walleye Capital
New York
$431K +$356K +10,182 New
YIH
86
Y-Intercept (HK)
Hong Kong
$420K +$347K +9,908 New
Grantham, Mayo, Van Otterloo & Co (GMO)
87
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$410K -$26.9K -769 -7%
BHCM
88
Brevan Howard Capital Management
Jersey
$402K -$270K -7,727 -45%
MAM
89
Martingale Asset Management
Massachusetts
$397K -$24.6K -704 -7%
HF
90
HRT Financial
New York
$371K +$307K +8,769 New
PAS
91
Point72 Asia (Singapore)
Singapore
$363K +$174K +4,959 +137%
SPS
92
Susquehanna Portfolio Strategies
Pennsylvania
$334K – – –
CANY
93
Caxton Associates (New York)
New York
$327K +$271K +7,732 New
Barclays
94
Barclays
United Kingdom
$315K -$246K -7,040 -49%
PD
95
Point72 (DIFC)
United Arab Emirates
$287K +$237K +6,778 New
CFM
96
Catalyst Funds Management
Australia
$279K +$230K +6,580 New
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$265K -$1.32M -37,819 -86%
US Bancorp
98
US Bancorp
Minnesota
$263K -$18.9K -540 -8%
BA
99
Bristlecone Advisors
Washington
$253K -$23.2K -664 -10%
Wells Fargo
100
Wells Fargo
California
$252K +$89.3K +2,553 +75%
2 3
4
5 6

TREE Hedge Fund Activity: Q1 2024 in Review

156 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q1 2024, worth a combined $390M — up 36% from $286M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new TREE positions and 15 closed out — a net gain of 23 holders — while 45 added to existing stakes and 52 trimmed.

The largest buyer was Emerald Advisers, opening a new position worth an estimated $12M. The largest seller was BlackRock, cutting an estimated $18.1M.

  • 156 institutional investors held LendingTree (TREE) as of Q1 2024, up from 134 in Q4 2023.
  • Funds reported $390M of LendingTree stock for Q1 2024, up 36% quarter-over-quarter.
  • 38 funds opened new LendingTree positions in Q1 2024 and 15 closed out, a net change of +23 holders.
  • The largest LendingTree buyer in Q1 2024 was Emerald Advisers, an estimated $12M added.
  • The largest LendingTree seller in Q1 2024 was BlackRock, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2024.