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LendingTree

239 hedge funds and large institutions have $3.22B invested in LendingTree in 2017 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 20

53% more capital invested

Capital invested by funds: $2.1B → $3.22B (+$1.11B)

14% more funds holding

Funds holding: 210239 (+29)

7.3% more ownership

Funds ownership: 71.63%78.93% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 82

9% less call options, than puts

Call options by funds: $139M | Put options by funds: $152M

Holders
239
Holders Change
+29
Holders Change %
+13.81%
% of All Funds
5.42%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
50
Increased
79
Reduced
82
Closed
20
Calls
$139M
Puts
$152M
Net Calls
-$13M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
201
American Portfolios Advisors
New York
$109K +$90.9K +320 New
ClearBridge Investments
202
ClearBridge Investments
New York
$97K
UMA
203
USA Mutuals Advisors
Texas
$92K +$90.9K +320 New
US Bancorp
204
US Bancorp
Minnesota
$66K -$26.7K -94 -33%
IWM
205
IHT Wealth Management
Illinois
$65K
PGWM
206
Parisi Gray Wealth Management
New Jersey
$59K +$49.1K +173 New
Envestnet Asset Management
207
Envestnet Asset Management
Illinois
$58K +$10.5K +37 +28%
GWM
208
Geneos Wealth Management
Colorado
$46K -$9.09K -32 -19%
SWA
209
Sutton Wealth Advisors
Florida
$38.5K
BC
210
Bartlett & Co
Ohio
$37K +$30.7K +108 New
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$34K +$28.4K +100 New
CTA
212
Carillon Tower Advisers
Florida
$31.3K +$26.1M +91,809 New
FANJ
213
Financial Architects (New Jersey)
New Jersey
$30K
AAM
214
Advisors Asset Management
Colorado
$30K +$25K +88 New
GT
215
Glenmede Trust
Pennsylvania
$18K
AIM
216
Advantage Investment Management
Iowa
$14K -$7.67K -27 -40%
RFC
217
Regions Financial Corp
Alabama
$14K +$11.4K +40 New
WT
218
Whittier Trust
California
$12K
CHP
219
Cable Hill Partners
Oregon
$12K +$9.94K +35 New
TWA
220
TCI Wealth Advisors
Arizona
$11K
AOWM
221
Alpha Omega Wealth Management
Virginia
$10K
AWM
222
Avior Wealth Management
Nebraska
$9K
WAM
223
Wealthspire Advisors (Maryland)
Maryland
$9K +$7.38K +26 +2,600%
SWP
224
Stratos Wealth Partners
Ohio
$8K +$6.53K +23 New
PO
225
Private Ocean
California
$6K +$5.4K +19 New

TREE Hedge Fund Activity: Q4 2017 in Review

239 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q4 2017, worth a combined $3.22B — up 53% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new TREE positions and 20 closed out — a net gain of 30 holders — while 79 added to existing stakes and 82 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $100M. The largest seller was Alyeska Investment Group, cutting an estimated $69.5M.

  • 239 institutional investors held LendingTree (TREE) as of Q4 2017, up from 210 in Q3 2017.
  • Funds reported $3.22B of LendingTree stock for Q4 2017, up 53% quarter-over-quarter.
  • 50 funds opened new LendingTree positions in Q4 2017 and 20 closed out, a net change of +30 holders.
  • The largest LendingTree buyer in Q4 2017 was Baillie Gifford & Co, an estimated $100M added.
  • The largest LendingTree seller in Q4 2017 was Alyeska Investment Group, an estimated $69.5M sold.

Based on aggregated 13F filings for Q4 2017.