We are live on ! Find out more
TREE icon

LendingTree
TREE

134 hedge funds and large institutions have $286M invested in LendingTree in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more capital invested

Capital invested by funds: $134M → $286M (+$152M)

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

12% more funds holding

Funds holding: 120 → 134 (+14)

6.03% more ownership

Funds ownership: 66.56% → 72.59% (+6%)

9% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 44

34% less call options, than puts

Call options by funds: $10.3M | Put options by funds: $15.7M

Holders
134
Holders Change
+14
Holders Change %
+11.67%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
40
Reduced
44
Closed
21
Calls
$10.3M
Puts
$15.7M
Net Calls
-$5.4M
Net Calls Change
+$19K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12.2M
2
SCM
Shenkman Capital Management
New York
+$4.05M
3
GIPM
G2 Investment Partners Management
New York
+$3.75M
4
BGC
Blue Grotto Capital
Georgia
+$2.95M
5
BCM
Bridgeway Capital Management
Texas
+$2.18M

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$7.98M
2
Millennium Management
Millennium Management
New York
-$5.55M
3
CSS
Cubist Systematic Strategies
Connecticut
-$3M
4
Bank of America
Bank of America
North Carolina
-$1.45M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
126
Parallel Advisors
California
$303 -$181 -10 -50%
HCM
127
Highlander Capital Management
New Jersey
$243 – – –
FMII
128
Farmers & Merchants Investments Inc
Nebraska
$212 – – –
WT
129
Whittier Trust
California
$150 -$3.01K -166 -97%
AAG
130
Armstrong Advisory Group
Massachusetts
$91 – – –
SRCM
131
Signature Resources Capital Management
California
$91 +$54 +3 New
CAS
132
Coppell Advisory Solutions
Texas
$30 +$18 +1 New
PS
133
Principal Securities
Iowa
$30 +$18 +1 New
Baillie Gifford & Co
134
Baillie Gifford & Co
United Kingdom
– -$7.98M -515,100 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
135
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.03M -66,500 Closed
Axa
136
Axa
France
– -$539K -34,800 Closed
SI
137
Stephens Inc
Arkansas
– -$487K -31,438 Closed
Ameriprise
138
Ameriprise
Minnesota
– -$344K -22,176 Closed
YIH
139
Y-Intercept (HK)
Hong Kong
– -$287K -18,537 Closed
Simplex Trading
140
Simplex Trading
Illinois
– -$331K -18,253 Closed
Walleye Capital
141
Walleye Capital
New York
– -$287K -15,811 Closed
Verition Fund Management
142
Verition Fund Management
Connecticut
– -$214K -13,804 Closed
PCM
143
Prelude Capital Management
New York
– -$195K -12,593 Closed
OR
144
Olympiad Research
Connecticut
– -$194K -12,491 Closed
Marshall Wace
145
Marshall Wace
United Kingdom
– -$188K -12,100 Closed
QT
146
Quantbot Technologies
New York
– -$43.6K -2,816 Closed
CG
147
Cutler Group
California
– -$33.7K -1,862 Closed
Walleye Trading
148
Walleye Trading
New York
– -$30.9K -1,706 Closed
Allspring Global Investments
149
Allspring Global Investments
North Carolina
– -$16.2K -1,043 Closed
TRSOTSOK
150
Teachers Retirement System of the State of Kentucky
Kentucky
– -$6K -386 Closed
3 4 5
6
7

TREE Hedge Fund Activity: Q4 2023 in Review

134 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q4 2023, worth a combined $286M — up 114% from $134M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new TREE positions and 21 closed out — a net gain of 15 holders — while 40 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.2M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $7.98M sold.

  • 134 institutional investors held LendingTree (TREE) as of Q4 2023, up from 120 in Q3 2023.
  • Funds reported $286M of LendingTree stock for Q4 2023, up 114% quarter-over-quarter.
  • 36 funds opened new LendingTree positions in Q4 2023 and 21 closed out, a net change of +15 holders.
  • The largest LendingTree buyer in Q4 2023 was Morgan Stanley, an estimated $12.2M added.
  • The largest LendingTree seller in Q4 2023 was Baillie Gifford & Co, an estimated $7.98M sold.

Based on aggregated 13F filings for Q4 2023.