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LendingTree

257 hedge funds and large institutions have $3.79B invested in LendingTree in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 121 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 44

154% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 24

99% more call options, than puts

Call options by funds: $38.9M | Put options by funds: $19.5M

17.56% more ownership

Funds ownership: 88.11%105.68% (+18%)

16% more funds holding

Funds holding: 221257 (+36)

8% more capital invested

Capital invested by funds: $3.51B → $3.79B (+$275M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
257
Holders Change
+36
Holders Change %
+16.29%
% of All Funds
4.55%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
61
Increased
121
Reduced
44
Closed
24
Calls
$38.9M
Puts
$19.5M
Net Calls
+$19.3M
Net Calls Change
+$65.3M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
101
UBS Group
Switzerland
$1.78M +$1.14M +3,846 +145%
CAN
102
Claraphi Advisory Network
United States
$1.76M +$1.63M +5,476 +580%
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$1.75M
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$1.75M -$296K -996 -14%
Barclays
105
Barclays
United Kingdom
$1.72M +$1.86M +6,271 New
Holocene Advisors
106
Holocene Advisors
New York
$1.68M +$622K +2,093 +52%
MIM
107
MetLife Investment Management
New Jersey
$1.63M +$432K +1,455 +32%
HCMT
108
Highland Capital Management (Tennessee)
Tennessee
$1.63M -$107K -360 -6%
SCM
109
Seascape Capital Management
New Hampshire
$1.6M -$224K -754 -11%
MSA
110
Mason Street Advisors
Wisconsin
$1.59M +$477K +1,605 +38%
BIP
111
Bouvel Investment Partners
Pennsylvania
$1.57M +$1.71M +5,749 New
SAM
112
Sompo Asset Management
Japan
$1.48M +$986K +3,320 +160%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.46M +$685K +2,306 +76%
QC
114
Quadrature Capital
United Kingdom
$1.38M +$612K +2,060 +69%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$1.33M +$395K +1,330 +38%
TA
116
Teton Advisors
New York
$1.33M -$172K -580 -11%
HW
117
Hancock Whitney
Mississippi
$1.3M -$30.9K -104 -2%
MWNA
118
Marshall Wace North America
New York
$1.29M +$1.4M +4,724 New
Marshall Wace
119
Marshall Wace
United Kingdom
$1.29M +$1.4M +4,711 New
Canada Life
120
Canada Life
Manitoba, Canada
$1.26M +$282K +948 +26%
Rafferty Asset Management
121
Rafferty Asset Management
New York
$1.23M +$530K +1,785 +66%
ASN
122
Advisory Services Network
Georgia
$1.15M -$594 -2 -0%
Balyasny Asset Management
123
Balyasny Asset Management
Illinois
$1.13M +$1.22M +4,119 New
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$1.09M +$327K +1,100 +38%
SOMRS
125
State of Michigan Retirement System
Michigan
$1.09M +$327K +1,100 +38%

TREE Hedge Fund Activity: Q4 2020 in Review

257 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q4 2020, worth a combined $3.79B — up 7.8% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new TREE positions and 24 closed out — a net gain of 37 holders — while 121 added to existing stakes and 44 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $197M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $134M sold.

  • 257 institutional investors held LendingTree (TREE) as of Q4 2020, up from 221 in Q3 2020.
  • Funds reported $3.79B of LendingTree stock for Q4 2020, up 7.8% quarter-over-quarter.
  • 61 funds opened new LendingTree positions in Q4 2020 and 24 closed out, a net change of +37 holders.
  • The largest LendingTree buyer in Q4 2020 was ARK Investment Management, an estimated $197M added.
  • The largest LendingTree seller in Q4 2020 was Jackson Square Partners, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2020.