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LendingTree

210 hedge funds and large institutions have $2.1B invested in LendingTree in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

42% more capital invested

Capital invested by funds: $1.48B → $2.1B (+$621M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

7% more funds holding

Funds holding: 196210 (+14)

3% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 75

0% more call options, than puts

Call options by funds: $111M | Put options by funds: $111M

0.38% less ownership

Funds ownership: 72.02%71.63% (-0.38%)

Holders
210
Holders Change
+14
Holders Change %
+7.14%
% of All Funds
5.24%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
34
Increased
77
Reduced
75
Closed
18
Calls
$111M
Puts
$111M
Net Calls
+$287K
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
176
Meeder Asset Management
Ohio
$165K -$22.4K -104 -13%
GHCM
177
Glen Harbor Capital Management
California
$161K +$23.7K +110 +20%
AG
178
Advisor Group
Arizona
$128K +$43.4K +201 +62%
AIP
179
Ameritas Investment Partners
Nebraska
$126K
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$125K +$12.7K +59 +13%
RCM
181
Riverhead Capital Management
Delaware
$122K +$7.34K +34 +7%
NA
182
Neuburgh Advisers
California
$117K +$17.3K +80 +20%
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$116K
IR
184
Invictus RG
Bermuda
$104K +$92.2K +427 New
US Bancorp
185
US Bancorp
Minnesota
$70K -$16.8K -78 -21%
ClearBridge Investments
186
ClearBridge Investments
New York
$70K
IWM
187
IHT Wealth Management
Illinois
$47K
GWM
188
Geneos Wealth Management
Colorado
$41K +$36.7K +170 New
Envestnet Asset Management
189
Envestnet Asset Management
Illinois
$31K -$46.2K -214 -62%
SWA
190
Sutton Wealth Advisors
Florida
$27.6K
CCMH
191
Cornerstone Capital Management Holdings
New York
$24K +$21.6K +100 New
FANJ
192
Financial Architects (New Jersey)
New Jersey
$22K +$19K +88 New
AIM
193
Advantage Investment Management
Iowa
$16K +$14.5K +67 New
GT
194
Glenmede Trust
Pennsylvania
$13K +$11.7K +54 New
OAM
195
Oppenheimer Asset Management
New York
$9K -$216 -1 -3%
TWA
196
TCI Wealth Advisors
Arizona
$8K -$432 -2 -6%
WT
197
Whittier Trust
California
$8K
HMS
198
Hanseatic Management Services
New Mexico
$7K -$868K -4,020 -99%
AOWM
199
Alpha Omega Wealth Management
Virginia
$7K
AWM
200
Avior Wealth Management
Nebraska
$6K

TREE Hedge Fund Activity: Q3 2017 in Review

210 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q3 2017, worth a combined $2.1B — up 42% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TREE positions and 18 closed out — a net gain of 16 holders — while 77 added to existing stakes and 75 trimmed.

The largest buyer was Vanguard Group, adding an estimated $26.9M. The largest seller was Victory Capital Management, cutting an estimated $35.7M.

  • 210 institutional investors held LendingTree (TREE) as of Q3 2017, up from 196 in Q2 2017.
  • Funds reported $2.1B of LendingTree stock for Q3 2017, up 42% quarter-over-quarter.
  • 34 funds opened new LendingTree positions in Q3 2017 and 18 closed out, a net change of +16 holders.
  • The largest LendingTree buyer in Q3 2017 was Vanguard Group, an estimated $26.9M added.
  • The largest LendingTree seller in Q3 2017 was Victory Capital Management, an estimated $35.7M sold.

Based on aggregated 13F filings for Q3 2017.