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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
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
Atlanta,
Georgia
|
+$2.95M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$2.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$7.98M |
| 2 |
Millennium Management
New York
|
-$5.55M |
| 3 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.45M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$1.44M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAS
151
IMA Advisory Services
Denver,
Colorado
| – | -$1.32K | -85 | Closed |
|
|
QCG
152
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$419 | -27 | Closed |
|
|
C
153
Covestor
London,
United Kingdom
| – | -$18 | -1 | -25% |
|
154
Point72 Asset Management
Stamford,
Connecticut
| – | -$15 | -1 | Closed |
|
|
TAM
155
Tucker Asset Management
Littleton,
Colorado
| – | -$16 | -1 | Closed |
|
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.