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LendingTree

243 hedge funds and large institutions have $3.23B invested in LendingTree in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 108 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 33

1.68% more ownership

Funds ownership: 78.93%80.61% (+1.7%)

2% more funds holding

Funds holding: 239243 (+4)

1% more capital invested

Capital invested by funds: $3.22B → $3.23B (+$18.6M)

14% less call options, than puts

Call options by funds: $114M | Put options by funds: $133M

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

34% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 108

Holders
243
Holders Change
+4
Holders Change %
+1.67%
% of All Funds
5.57%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
38
Increased
71
Reduced
108
Closed
33
Calls
$114M
Puts
$133M
Net Calls
-$18.3M
Net Calls Change
-$5.31M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
201
Advisor Group
Arizona
$87K -$162K -451 -63%
MAM
202
Meeder Asset Management
Ohio
$84K -$95.4K -265 -51%
AAM
203
Advisors Asset Management
Colorado
$81K +$52.2K +145 +165%
DZ Bank
204
DZ Bank
Germany
$80K +$88.9K +247 New
Parallax Volatility Advisers
205
Parallax Volatility Advisers
California
$77K -$263K -731 -76%
PFO
206
Pathstone Family Office
New Jersey
$77K +$84.6K +235 New
Envestnet Asset Management
207
Envestnet Asset Management
Illinois
$64K +$11.2K +31 +18%
PGWM
208
Parisi Gray Wealth Management
New Jersey
$61K +$5.04K +14 +8%
IWM
209
IHT Wealth Management
Illinois
$59K
US Bancorp
210
US Bancorp
Minnesota
$56K -$7.92K -22 -11%
AssetMark Inc
211
AssetMark Inc
California
$41K +$44.3K +123 +6,150%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$33K +$1.08K +3 +3%
BC
213
Bartlett & Co
Ohio
$29K -$7.2K -20 -19%
BCWM
214
Bartlett & Co Wealth Management
Ohio
$28.9K +$31.7K +88 New
GWM
215
Geneos Wealth Management
Colorado
$24K -$23K -64 -46%
RCAG
216
Rehmann Capital Advisory Group
Michigan
$23K +$25.2K +70 New
FANJ
217
Financial Architects (New Jersey)
New Jersey
$22K -$7.2K -20 -23%
APP
218
Avantax Planning Partners
Iowa
$21K +$23K +64 New
SWA
219
Sutton Wealth Advisors
Florida
$20.7K -$18K -50 -44%
GT
220
Glenmede Trust
Pennsylvania
$18K
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$15K +$14.4K +40 +800%
WT
222
Whittier Trust
California
$11K
AOWM
223
Alpha Omega Wealth Management
Virginia
$10K
TWA
224
TCI Wealth Advisors
Arizona
$10K
RFC
225
Regions Financial Corp
Alabama
$8K -$5.4K -15 -38%

TREE Hedge Fund Activity: Q1 2018 in Review

243 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q1 2018, worth a combined $3.23B — up 0.58% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new TREE positions and 33 closed out — a net gain of 5 holders — while 71 added to existing stakes and 108 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $204M. The largest seller was Crosspoint Capital Strategies, exiting entirely with an estimated $54M sold.

  • 243 institutional investors held LendingTree (TREE) as of Q1 2018, up from 239 in Q4 2017.
  • Funds reported $3.23B of LendingTree stock for Q1 2018, up 0.58% quarter-over-quarter.
  • 38 funds opened new LendingTree positions in Q1 2018 and 33 closed out, a net change of +5 holders.
  • The largest LendingTree buyer in Q1 2018 was Baillie Gifford & Co, an estimated $204M added.
  • The largest LendingTree seller in Q1 2018 was Crosspoint Capital Strategies, an estimated $54M sold.

Based on aggregated 13F filings for Q1 2018.