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LendingTree

218 hedge funds and large institutions have $1.37B invested in LendingTree in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 77 increasing their positions, 76 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 76

3.99% less ownership

Funds ownership: 87.66%83.67% (-4%)

5% less funds holding

Funds holding: 230218 (-12)

16% less capital invested

Capital invested by funds: $1.63B → $1.37B (-$264M)

17% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 52

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

49% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $22.6M

Holders
218
Holders Change
-12
Holders Change %
-5.22%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
43
Increased
77
Reduced
76
Closed
52
Calls
$11.6M
Puts
$22.6M
Net Calls
-$11M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
176
State of Wyoming
Wyoming
$43K -$1.73K -13 -4%
AAM
177
Advisors Asset Management
Colorado
$37K -$12.8K -96 -24%
EVM
178
Eaton Vance Management
Massachusetts
$33K -$9.71K -73 -21%
HI
179
Harbour Investments
Wisconsin
$25K -$31.5K -237 -54%
WT
180
Whittier Trust
California
$24K -$133 -1 -0.5%
EWA
181
EverSource Wealth Advisors
Alabama
$24K +$25.5K +192 New
SWA
182
Sutton Wealth Advisors
Florida
$22.2K +$24.1K +181 New
PA
183
Parallel Advisors
California
$20K +$10.8K +81 +96%
CWP
184
Concord Wealth Partners
Virginia
$15K +$6.91K +52 +75%
FHA
185
First Horizon Advisors
Tennessee
$12K +$1.06K +8 +8%
TRCT
186
Tower Research Capital (TRC)
New York
$11K -$209K -1,573 -95%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$11K +$11.6K +87 New
QCG
188
Quadrant Capital Group
Ohio
$11K +$12K +90 +3,000%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$6K +$5.05K +38 +543%
PFBT
190
Parkside Financial Bank & Trust
Missouri
$6K +$6.12K +46 New
Bessemer Group
191
Bessemer Group
New Jersey
$6K +$6.38K +48 New
US Bancorp
192
US Bancorp
Minnesota
$5K -$27.4K -206 -83%
LWCFA
193
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
ACM
194
Antonetti Capital Management
Florida
$4K
CLOS
195
Compagnie Lombard Odier SCmA
Switzerland
$4K
TWA
196
TCI Wealth Advisors
Arizona
$3K -$3.06K -23 -50%
WTC
197
WhitTier Trust Company
Nevada
$2K -$6.65K -50 -71%
VCM
198
Versant Capital Management
Arizona
$2K -$266 -2 -11%
MCM
199
Manchester Capital Management
Vermont
$2K -$133 -1 -7%
SSB
200
Sandy Spring Bank
Maryland
$2K

TREE Hedge Fund Activity: Q4 2021 in Review

218 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q4 2021, worth a combined $1.37B — down 16% from $1.63B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of TREE and 43 opened new positions — a net loss of 9 holders — while 76 trimmed existing stakes and 77 added.

The largest buyer was BlackRock, adding an estimated $108M. The largest seller was Baillie Gifford & Co, cutting an estimated $83.7M.

  • 218 institutional investors held LendingTree (TREE) as of Q4 2021, down from 230 in Q3 2021.
  • Funds reported $1.37B of LendingTree stock for Q4 2021, down 16% quarter-over-quarter.
  • 43 funds opened new LendingTree positions in Q4 2021 and 52 closed out, a net change of -9 holders.
  • The largest LendingTree buyer in Q4 2021 was BlackRock, an estimated $108M added.
  • The largest LendingTree seller in Q4 2021 was Baillie Gifford & Co, an estimated $83.7M sold.

Based on aggregated 13F filings for Q4 2021.