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LendingTree

219 hedge funds and large institutions have $2.57B invested in LendingTree in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 89 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $2.32B → $2.57B (+$244M)

0.02% less ownership

Funds ownership: 87.06%87.03% (-0.02%)

6% less call options, than puts

Call options by funds: $109M | Put options by funds: $115M

10% less funds holding

Funds holding: 242219 (-23)

16% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 89

51% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 39

Holders
219
Holders Change
-23
Holders Change %
-9.5%
% of All Funds
5.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
19
Increased
75
Reduced
89
Closed
39
Calls
$109M
Puts
$115M
Net Calls
-$6.86M
Net Calls Change
-$410K
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
101
Arizona State Retirement System
Arizona
$1.21M -$44.2K -186 -3%
JP Morgan Chase
102
JP Morgan Chase
New York
$1.18M +$133K +559 +12%
PAWC
103
P.A.W. Capital
Connecticut
$1.15M
TPSF
104
Texas Permanent School Fund
Texas
$1.08M -$95.3K -401 -8%
Two Sigma Investments
105
Two Sigma Investments
New York
$1.04M +$105K +440 +11%
Comerica Bank
106
Comerica Bank
Texas
$1.03M -$374K -1,572 -24%
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$1.03M -$28K -118 -3%
Canada Life
108
Canada Life
Manitoba, Canada
$962K -$85.6K -360 -8%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$939K
RA
110
Royce & Associates
New York
$920K -$1.19M -5,000 -56%
MSA
111
Mason Street Advisors
Wisconsin
$879K -$51.8K -218 -5%
Balyasny Asset Management
112
Balyasny Asset Management
Illinois
$869K +$237K +995 +36%
CFA
113
Carroll Financial Associates
North Carolina
$828K
SG Americas Securities
114
SG Americas Securities
New York
$809K +$177K +746 +27%
TCM
115
Timpani Capital Management
Wisconsin
$788K -$962K -4,045 -54%
Jane Street
116
Jane Street
New York
$785K -$568K -2,391 -41%
SBH
117
Segall Bryant & Hamill
Illinois
$754K -$19K -80 -2%
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$714K +$21.9K +92 +3%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$693K
NSEDCP
120
NJ State Employees Deferred Compensation Plan
New Jersey
$690K -$47.5K -200 -6%
ECM
121
ETrade Capital Management
Virginia
$674K +$25.9K +109 +4%
AIP
122
Ameritas Investment Partners
Nebraska
$653K -$24.5K -103 -4%
SOMRS
123
State of Michigan Retirement System
Michigan
$621K -$47.5K -200 -7%
Pacer Advisors
124
Pacer Advisors
Pennsylvania
$620K +$71.5K +301 +13%
Group One Trading
125
Group One Trading
Illinois
$573K -$986K -4,149 -62%

TREE Hedge Fund Activity: Q3 2018 in Review

219 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q3 2018, worth a combined $2.57B — up 10% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of TREE and 19 opened new positions — a net loss of 20 holders — while 89 trimmed existing stakes and 75 added.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $43.1M. The largest seller was Credit Suisse, cutting an estimated $29M.

  • 219 institutional investors held LendingTree (TREE) as of Q3 2018, down from 242 in Q2 2018.
  • Funds reported $2.57B of LendingTree stock for Q3 2018, up 10% quarter-over-quarter.
  • 19 funds opened new LendingTree positions in Q3 2018 and 39 closed out, a net change of -20 holders.
  • The largest LendingTree buyer in Q3 2018 was Sumitomo Mitsui Trust Group, an estimated $43.1M added.
  • The largest LendingTree seller in Q3 2018 was Credit Suisse, an estimated $29M sold.

Based on aggregated 13F filings for Q3 2018.