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LendingTree

242 hedge funds and large institutions have $2.32B invested in LendingTree in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 63 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 63

6.45% more ownership

Funds ownership: 80.61%87.06% (+6.4%)

0% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 39

0% less funds holding

Funds holding: 243242 (-1)

6% less call options, than puts

Call options by funds: $104M | Put options by funds: $111M

28% less capital invested

Capital invested by funds: $3.23B → $2.32B (-$910M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
242
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
39
Increased
103
Reduced
63
Closed
39
Calls
$104M
Puts
$111M
Net Calls
-$6.45M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$96K
AAM
202
Advisors Asset Management
Colorado
$81K +$40.8K +147 +63%
PGWM
203
Parisi Gray Wealth Management
New Jersey
$81K +$50.5K +182 +97%
ClearBridge Investments
204
ClearBridge Investments
New York
$61K
APA
205
American Portfolios Advisors
New York
$58.8K -$2.22K -8 -3%
DZ Bank
206
DZ Bank
Germany
$54K -$277 -1 -0.4%
AssetMark Inc
207
AssetMark Inc
California
$50K +$29.7K +107 +86%
FMT
208
First Mercantile Trust
Tennessee
$45K +$58.2K +210 New
TRCT
209
Tower Research Capital (TRC)
New York
$41K -$34.9K -126 -39%
Envestnet Asset Management
210
Envestnet Asset Management
Illinois
$36K -$9.15K -33 -17%
US Bancorp
211
US Bancorp
Minnesota
$32K -$5.54K -20 -12%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$30K +$10.8K +39 +38%
PIA
213
Piedmont Investment Advisors
North Carolina
$29K +$37.4K +135 New
AG
214
Advisor Group
Arizona
$28K -$37.2K -134 -50%
FANJ
215
Financial Architects (New Jersey)
New Jersey
$26K +$14.7K +53 +78%
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$21K +$27.7K +100 New
BC
217
Bartlett & Co
Ohio
$19K
BCWM
218
Bartlett & Co Wealth Management
Ohio
$18.8K
RCAG
219
Rehmann Capital Advisory Group
Michigan
$16K +$1.39K +5 +7%
GT
220
Glenmede Trust
Pennsylvania
$12K
RE
221
RBC Europe
United Kingdom
$11.8K +$15.3K +55 New
MAM
222
Meeder Asset Management
Ohio
$10.3K -$57.1K -206 -81%
SWA
223
Sutton Wealth Advisors
Florida
$9.41K -$5.27K -19 -30%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$9K +$11.9K +43 New
TWA
225
TCI Wealth Advisors
Arizona
$7K

TREE Hedge Fund Activity: Q2 2018 in Review

242 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q2 2018, worth a combined $2.32B — down 28% from $3.23B a quarter earlier.

Fund positioning in TREE was balanced in Q2 2018: 39 funds opened new positions, 39 closed out, 103 added to existing stakes and 63 trimmed.

The largest buyer was Wells Fargo, adding an estimated $50.2M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $57.3M sold.

  • 242 institutional investors held LendingTree (TREE) as of Q2 2018, down from 243 in Q1 2018.
  • Funds reported $2.32B of LendingTree stock for Q2 2018, down 28% quarter-over-quarter.
  • 39 funds opened new LendingTree positions in Q2 2018 and 39 closed out, a net change of 0 holders.
  • The largest LendingTree buyer in Q2 2018 was Wells Fargo, an estimated $50.2M added.
  • The largest LendingTree seller in Q2 2018 was 1832 Asset Management, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2018.