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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
Wells Fargo
101
Wells Fargo
California
$80.3K +$77.3K +2,357 +360%
Osaic Holdings
102
Osaic Holdings
Arizona
$68.8K -$32.3K -986 -28%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$61K
Walleye Trading
104
Walleye Trading
New York
$57.2K -$26.2K -800 -27%
Asset Management One
105
Asset Management One
Japan
$51.5K -$30.6K -934 -33%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$45.6K +$131 +4 +0.2%
Public Employees Retirement Association of Colorado
107
Public Employees Retirement Association of Colorado
Colorado
$30K
Lazard Asset Management
108
Lazard Asset Management
New York
$29K +$35.7K +1,088 New
KBC Group
109
KBC Group
Belgium
$28K
TRCT
110
Tower Research Capital (TRC)
New York
$25K +$11K +334 +56%
AIP
111
Ameritas Investment Partners
Nebraska
$24.3K
S
112
SignatureFD
Georgia
$14.8K +$164 +5 +0.9%
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$14.1K -$7.35K -224 -30%
EWA
114
EverSource Wealth Advisors
Alabama
$12.6K +$3.84K +117 +33%
QCG
115
Quadrant Capital Group
Ohio
$10.3K -$1.18K -36 -9%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$10K +$1.67K +51 +15%
VCM
117
Versant Capital Management
Arizona
$9.2K +$9.31K +284 +444%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$8.82K +$1.44K +44 +15%
LSA
119
Leonteq Securities AG
Switzerland
$8.05K +$9.84K +300 +15,000%
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$6K
WT
121
Whittier Trust
California
$4.55K -$820 -25 -13%
IAS
122
IMA Advisory Services
Colorado
$4.4K
TWA
123
TCI Wealth Advisors
Arizona
$4.37K
Allspring Global Investments
124
Allspring Global Investments
North Carolina
$2.51K +$3.08K +94 New
FCMT
125
Founders Capital Management (Texas)
Texas
$2K

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.