We are live on ! Find out more
TREE icon

LendingTree

196 hedge funds and large institutions have $1.48B invested in LendingTree in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

29% more capital invested

Capital invested by funds: $1.15B → $1.48B (+$333M)

23% more call options, than puts

Call options by funds: $72.9M | Put options by funds: $59.4M

10% more funds holding

Funds holding: 178196 (+18)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 68

5.31% less ownership

Funds ownership: 77.33%72.02% (-5.3%)

Holders
196
Holders Change
+18
Holders Change %
+10.11%
% of All Funds
4.89%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
34
Increased
68
Reduced
68
Closed
15
Calls
$72.9M
Puts
$59.4M
Net Calls
+$13.5M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
176
Advisor Group
Arizona
$57K +$35.8K +238 +270%
ClearBridge Investments
177
ClearBridge Investments
New York
$49K
SWA
178
Sutton Wealth Advisors
Florida
$19.5K
CCS
179
Crosspoint Capital Strategies
California
$7K +$6.32K +42 New
TWA
180
TCI Wealth Advisors
Arizona
$6K -$1.35K -9 -21%
WT
181
Whittier Trust
California
$6K
OAM
182
Oppenheimer Asset Management
New York
$6K +$5.42K +36 New
AOWM
183
Alpha Omega Wealth Management
Virginia
$5K +$4.51K +30 New
AWM
184
Avior Wealth Management
Nebraska
$4K
CG
185
Cutler Group
California
$3K -$177K -1,178 -98%
Creative Planning
186
Creative Planning
Kansas
$3K
VCM
187
Versant Capital Management
Arizona
$3K
BFEC
188
Benjamin F. Edwards & Company
Missouri
$3K +$2.26K +15 New
FFW
189
Fusion Family Wealth
New York
$2K
CBT
190
Capital Bank & Trust
California
$2K +$1.96K +13 New
HCM
191
Highlander Capital Management
New Jersey
$1K
PFBT
192
Parkside Financial Bank & Trust
Missouri
$1K
IWM
193
IHT Wealth Management
Illinois
$2
SCM
194
SG Capital Management
Illinois
-$13.8M -110,451 Closed
FA
195
Friess Associates
Delaware
-$10.2M -81,126 Closed
TCM
196
TCS Capital Management
New York
-$3.57M -28,500 Closed
KBC Group
197
KBC Group
Belgium
-$3.47M -27,697 Closed
DM
198
Diker Management
New York
-$3.02M -24,100 Closed
TGM
199
Tenzing Global Management
California
-$2.32M -18,500 Closed
QIM
200
Quantitative Investment Management
Virginia
-$1.84M -14,700 Closed

TREE Hedge Fund Activity: Q2 2017 in Review

196 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q2 2017, worth a combined $1.48B — up 29% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TREE positions and 15 closed out — a net gain of 19 holders — while 68 added to existing stakes and 68 trimmed.

The largest buyer was Vanguard Group, adding an estimated $25.3M. The largest seller was Victory Capital Management, cutting an estimated $34.3M.

  • 196 institutional investors held LendingTree (TREE) as of Q2 2017, up from 178 in Q1 2017.
  • Funds reported $1.48B of LendingTree stock for Q2 2017, up 29% quarter-over-quarter.
  • 34 funds opened new LendingTree positions in Q2 2017 and 15 closed out, a net change of +19 holders.
  • The largest LendingTree buyer in Q2 2017 was Vanguard Group, an estimated $25.3M added.
  • The largest LendingTree seller in Q2 2017 was Victory Capital Management, an estimated $34.3M sold.

Based on aggregated 13F filings for Q2 2017.