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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
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$270K -$15.4K -54 -4%
RJA
177
Raymond James & Associates
Florida
$259K -$5.98K -21 -2%
QIM
178
Quantitative Investment Management
Virginia
$257K +$344K +1,208 New
Victory Capital Management
179
Victory Capital Management
Texas
$250K -$25.1M -88,128 -99%
CWM
180
CIBC World Markets
New York
$249K +$333K +1,170 New
Pacer Advisors
181
Pacer Advisors
Pennsylvania
$248K +$12.5K +44 +4%
MWNA
182
Marshall Wace North America
New York
$247K -$1.01M -3,565 -75%
MBT
183
Montecito Bank & Trust
California
$245K
Public Employees Retirement Association of Colorado
184
Public Employees Retirement Association of Colorado
Colorado
$243K
HWAM
185
Hennion & Walsh Asset Management
New Jersey
$242K +$323K +1,134 New
Federated Hermes
186
Federated Hermes
Pennsylvania
$238K -$106K -373 -25%
TRSOTSOK
187
Teachers Retirement System of the State of Kentucky
Kentucky
$228K -$56.9K -200 -16%
AIM
188
Aigen Investment Management
New York
$227K -$587K -2,063 -66%
SAM
189
Securian Asset Management
Minnesota
$224K
ZCA
190
Zeke Capital Advisors
Pennsylvania
$220K
CAG
191
Crestwood Advisors Group
Massachusetts
$213K
PAMU
192
Pictet Asset Management (UK)
United Kingdom
$213K
RC
193
RBF Capital
California
$213K
PCM
194
Penserra Capital Management
California
$182K +$163K +572 +200%
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$176K +$25.9K +91 +13%
AAM
196
Advisors Asset Management
Colorado
$153K -$15.1K -53 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
197
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$141K +$129K +452 +213%
PAM
198
Panagora Asset Management
Massachusetts
$104K +$139K +489 New
Asset Management One
199
Asset Management One
Japan
$86K +$24.5K +86 +27%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$56K +$569 +2 +0.8%

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.