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LendingTree
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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: 1 → 1 (0)

1% less funds holding

Funds holding: 146 → 145 (-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

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$10.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$4.75M
3
N
Nuveen
North Carolina
+$4.27M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.39M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$3.13M

Top Sellers

Rank Fund Capital Flow
1
GIM
Granahan Investment Management
Massachusetts
-$10.5M
2
MAM
Monaco Asset Management
Monaco
-$8.35M
3
BlackRock
BlackRock
New York
-$4.42M
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.07M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
126
Parkside Financial Bank & Trust
Missouri
$1.31K -$361 -11 -18%
PA
127
Parallel Advisors
California
$1.07K -$984 -30 -43%
Bessemer Group
128
Bessemer Group
New Jersey
$1K – – –
ACM
129
Antonetti Capital Management
Florida
$800 – – –
BAM
130
Belpointe Asset Management
Nevada
$800 – – –
CLOS
131
Compagnie Lombard Odier SCmA
Switzerland
$800 – – –
MCM
132
Manchester Capital Management
Vermont
$774 +$492 +15 +107%
TIM
133
Tortoise Investment Management
New York
$746 – – –
GWS
134
Glassman Wealth Services
Virginia
$640 +$328 +10 +71%
MPWT
135
MassMutual Private Wealth & Trust
Connecticut
$587 – – –
PWMG
136
Prestige Wealth Management Group
New Jersey
$374 – – –
ECM
137
Everence Capital Management
Indiana
$217 +$267K +8,130 New
FMII
138
Farmers & Merchants Investments Inc
Nebraska
$187 – – –
Creative Planning
139
Creative Planning
Kansas
$187 +$230 +7 New
AF
140
Allworth Financial
California
$80 – – –
TAM
141
Tucker Asset Management
Colorado
$27 – – –
FAM
142
Fred Alger Management
New York
– -$2.58M -120,731 Closed
ICM
143
Invenomic Capital Management
Massachusetts
– -$1.13M -52,843 Closed
ZDA
144
Zweig-DiMenna Associates
New York
– -$614K -28,770 Closed
Squarepoint
145
Squarepoint
New York
– -$575K -26,964 Closed
E
146
Ergoteles
New York
– -$419K -19,663 Closed
TC
147
Tejara Capital
United Kingdom
– -$322K -15,111 Closed
XT
148
XTX Topco
Cayman Islands
– -$235K -11,015 Closed
MAM
149
Meeder Asset Management
Ohio
– -$194K -9,077 Closed
DCM
150
Dupont Capital Management
Delaware
– -$156K -7,308 Closed
3 4 5
6
7

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.