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LendingTree

243 hedge funds and large institutions have $2.99B invested in LendingTree in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 77

18% more call options, than puts

Call options by funds: $52.3M | Put options by funds: $44.2M

1.52% more ownership

Funds ownership: 105.68%107.19% (+1.5%)

5% less funds holding

Funds holding: 257243 (-14)

21% less capital invested

Capital invested by funds: $3.79B → $2.99B (-$793M)

29% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 41

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
243
Holders Change
-14
Holders Change %
-5.45%
% of All Funds
4.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
102
Reduced
77
Closed
41
Calls
$52.3M
Puts
$44.2M
Net Calls
+$8.07M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NMERB
151
New Mexico Educational Retirement Board
New Mexico
$405K
NMIMC
152
Northwestern Mutual Investment Management Company
Wisconsin
$387K -$549K -1,928 -51%
LK
153
Lumbard & Kellner
New Hampshire
$383K +$1.99K +7 +0.4%
PAMP
154
Polar Asset Management Partners
Ontario, Canada
$381K -$19.5M -68,449 -97%
CFA
155
Carroll Financial Associates
North Carolina
$375K -$174K -611 -26%
Connor, Clark & Lunn Investment Management (CC&L)
156
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$374K +$500K +1,758 New
ProShare Advisors
157
ProShare Advisors
Maryland
$371K +$43.5K +153 +10%
SOADOR
158
State of Alaska Department of Revenue
Alaska
$363K -$17.9K -63 -4%
ICP
159
Interchange Capital Partners
Pennsylvania
$361K -$2.85K -10 -0.7%
PWA
160
Phoenix Wealth Advisors
North Carolina
$355K -$117K -411 -20%
FA
161
FDx Advisors
Illinois
$354K +$18.2K +64 +4%
Prudential Financial
162
Prudential Financial
New Jersey
$354K +$30.2K +106 +7%
Osaic Holdings
163
Osaic Holdings
Arizona
$343K +$60.3K +212 +15%
YIH
164
Y-Intercept (HK)
Hong Kong
$323K +$446K +1,567 New
PRC
165
Pearl River Capital
Michigan
$319K -$161K -567 -27%
ECM
166
ExodusPoint Capital Management
New York
$314K -$62K -218 -13%
Vontobel Holding
167
Vontobel Holding
Switzerland
$312K +$97.6K +343 +31%
BCM
168
Buckhead Capital Management
Georgia
$312K +$417K +1,465 New
OAM
169
Oppenheimer Asset Management
New York
$298K +$9.11K +32 +2%
State of Wisconsin Investment Board
170
State of Wisconsin Investment Board
Wisconsin
$297K +$1.42K +5 +0.4%
Handelsbanken Fonder
171
Handelsbanken Fonder
Sweden
$295K
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$294K -$5.69K -20 -1%
AQR Capital Management
173
AQR Capital Management
Connecticut
$294K +$5.41K +19 +1%
Teacher Retirement System of Texas
174
Teacher Retirement System of Texas
Texas
$282K +$72K +253 +24%
HSBC Holdings
175
HSBC Holdings
United Kingdom
$276K -$80K -281 -18%

TREE Hedge Fund Activity: Q1 2021 in Review

243 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q1 2021, worth a combined $2.99B — down 21% from $3.79B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of TREE and 29 opened new positions — a net loss of 12 holders — while 77 trimmed existing stakes and 102 added.

The largest buyer was Fidelity Investments, adding an estimated $89.5M. The largest seller was ARK Investment Management, cutting an estimated $81.7M.

  • 243 institutional investors held LendingTree (TREE) as of Q1 2021, down from 257 in Q4 2020.
  • Funds reported $2.99B of LendingTree stock for Q1 2021, down 21% quarter-over-quarter.
  • 29 funds opened new LendingTree positions in Q1 2021 and 41 closed out, a net change of -12 holders.
  • The largest LendingTree buyer in Q1 2021 was Fidelity Investments, an estimated $89.5M added.
  • The largest LendingTree seller in Q1 2021 was ARK Investment Management, an estimated $81.7M sold.

Based on aggregated 13F filings for Q1 2021.