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LendingTree

215 hedge funds and large institutions have $2.08B invested in LendingTree in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 68 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 68

9.56% more ownership

Funds ownership: 77.31%86.86% (+9.6%)

9% less funds holding

Funds holding: 235215 (-20)

32% less capital invested

Capital invested by funds: $3.05B → $2.08B (-$970M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

42% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 43

76% less call options, than puts

Call options by funds: $20M | Put options by funds: $83.2M

Holders
215
Holders Change
-20
Holders Change %
-8.51%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
25
Increased
86
Reduced
68
Closed
43
Calls
$20M
Puts
$83.2M
Net Calls
-$63.2M
Net Calls Change
+$79.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
201
Capital Bank & Trust
California
$2K
VCM
202
Versant Capital Management
Arizona
$2K
S
203
SignatureFD
Georgia
$2K +$283 +1 +11%
FHA
204
Flagship Harbor Advisors
Massachusetts
$2K +$1.98K +7 +117%
GFPC
205
Global Financial Private Client
Florida
$1.1K
US Bancorp
206
US Bancorp
Minnesota
$1K -$566 -2 -20%
BFEC
207
Benjamin F. Edwards & Company
Missouri
$1K
HCM
208
Highlander Capital Management
New Jersey
$1K
LWANC
209
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
MAM
210
Meeder Asset Management
Ohio
$1K
TIM
211
Tortoise Investment Management
New York
$1K
CFGS
212
Concourse Financial Group Securities
Alabama
$1K +$283 +1 +14%
NL
213
NVWM LLC
Pennsylvania
$1K +$849 +3 New
PA
214
Parallel Advisors
California
$1K +$1.7K +6 New
Balyasny Asset Management
215
Balyasny Asset Management
Illinois
-$5.42M -17,876 Closed
APG Asset Management
216
APG Asset Management
Netherlands
-$3.6M -13,300 Closed
Calamos Advisors
217
Calamos Advisors
Illinois
-$3M -9,883 Closed
OCM
218
Osterweis Capital Management
California
-$1.63M -5,380 Closed
Wellington Management Group
219
Wellington Management Group
Massachusetts
-$1.37M -4,508 Closed
EIP
220
Epoch Investment Partners
New York
-$1.28M -4,228 Closed
VCM
221
Voleon Capital Management
California
-$1.21M -4,000 Closed
ARTA
222
A.R.T. Advisors
New York
-$1.01M -3,315 Closed
Millennium Management
223
Millennium Management
New York
-$971K -3,201 Closed
Pacer Advisors
224
Pacer Advisors
Pennsylvania
-$781K -2,573 Closed
EGM
225
Engineers Gate Manager
New York
-$743K -2,449 Closed

TREE Hedge Fund Activity: Q1 2020 in Review

215 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q1 2020, worth a combined $2.08B — down 32% from $3.05B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of TREE and 25 opened new positions — a net loss of 18 holders — while 68 trimmed existing stakes and 86 added.

The largest buyer was Nikko Asset Management Americas, adding an estimated $78.9M. The largest seller was Emerald Mutual Fund Advisers Trust, cutting an estimated $12.7M.

  • 215 institutional investors held LendingTree (TREE) as of Q1 2020, down from 235 in Q4 2019.
  • Funds reported $2.08B of LendingTree stock for Q1 2020, down 32% quarter-over-quarter.
  • 25 funds opened new LendingTree positions in Q1 2020 and 43 closed out, a net change of -18 holders.
  • The largest LendingTree buyer in Q1 2020 was Nikko Asset Management Americas, an estimated $78.9M added.
  • The largest LendingTree seller in Q1 2020 was Emerald Mutual Fund Advisers Trust, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2020.