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LendingTree

229 hedge funds and large institutions have $3.17B invested in LendingTree in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 81 increasing their positions, 78 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 78

0.21% less ownership

Funds ownership: 78.75%78.54% (-0.21%)

14% less funds holding

Funds holding: 267229 (-38)

26% less capital invested

Capital invested by funds: $4.26B → $3.17B (-$1.09B)

63% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 60

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

72% less call options, than puts

Call options by funds: $64.1M | Put options by funds: $227M

Holders
229
Holders Change
-38
Holders Change %
-14.23%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.04%
New
22
Increased
81
Reduced
78
Closed
60
Calls
$64.1M
Puts
$227M
Net Calls
-$163M
Net Calls Change
-$70.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
176
Neuburgh Advisers
California
$238K
PCM
177
Penserra Capital Management
California
$234K -$344K -1,009 -57%
IWC
178
Integrated Wealth Concepts
Massachusetts
$227K +$48.4K +142 +24%
LIA
179
LS Investment Advisors
Michigan
$221K +$5.79K +17 +2%
Two Sigma Advisers
180
Two Sigma Advisers
New York
$217K -$8.21M -24,100 -97%
MFG
181
Magnus Financial Group
New York
$215K
CIA
182
CSat Investment Advisory
Michigan
$189K +$74K +217 +55%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$181K +$6.13K +18 +3%
Zurich Cantonal Bank
184
Zurich Cantonal Bank
Switzerland
$174K
Parallax Volatility Advisers
185
Parallax Volatility Advisers
California
$144K +$56.6K +166 +56%
Credit Agricole
186
Credit Agricole
France
$143K
SG Americas Securities
187
SG Americas Securities
New York
$136K -$115K -338 -44%
Point72 Asset Management
188
Point72 Asset Management
Connecticut
$93K +$102K +300 New
Toronto Dominion Bank
189
Toronto Dominion Bank
Ontario, Canada
$92K -$51.8K -152 -34%
ClearBridge Investments
190
ClearBridge Investments
New York
$89K
APA
191
American Portfolios Advisors
New York
$78.5K -$8.86K -26 -9%
WT
192
Whittier Trust
California
$62K
CG
193
Cutler Group
California
$62K +$68.2K +200 New
PI
194
PineBridge Investments
New York
$60K +$1.02K +3 +2%
LTFS
195
Ladenburg Thalmann Financial Services
Florida
$55K -$37.5K -110 -38%
FMT
196
First Mercantile Trust
Tennessee
$39K -$37.1K -109 -46%
BCWM
197
Bartlett & Co Wealth Management
Ohio
$27.3K
BC
198
Bartlett & Co
Ohio
$27K
AG
199
Advisor Group
Arizona
$23K -$106K -312 -80%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$20K

TREE Hedge Fund Activity: Q3 2019 in Review

229 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q3 2019, worth a combined $3.17B — down 26% from $4.26B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of TREE and 22 opened new positions — a net loss of 38 holders — while 78 trimmed existing stakes and 81 added.

The largest buyer was Nikko Asset Management Americas, adding an estimated $50.6M. The largest seller was Davidson Kempner Capital Management, exiting entirely with an estimated $31.5M sold.

  • 229 institutional investors held LendingTree (TREE) as of Q3 2019, down from 267 in Q2 2019.
  • Funds reported $3.17B of LendingTree stock for Q3 2019, down 26% quarter-over-quarter.
  • 22 funds opened new LendingTree positions in Q3 2019 and 60 closed out, a net change of -38 holders.
  • The largest LendingTree buyer in Q3 2019 was Nikko Asset Management Americas, an estimated $50.6M added.
  • The largest LendingTree seller in Q3 2019 was Davidson Kempner Capital Management, an estimated $31.5M sold.

Based on aggregated 13F filings for Q3 2019.