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LendingTree

217 hedge funds and large institutions have $3.39B invested in LendingTree in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more capital invested

Capital invested by funds: $2.08B → $3.39B (+$1.32B)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 65

3.41% more ownership

Funds ownership: 86.86%90.27% (+3.4%)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

1% more funds holding

Funds holding: 215217 (+2)

38% less call options, than puts

Call options by funds: $47.2M | Put options by funds: $76.5M

Holders
217
Holders Change
+2
Holders Change %
+0.93%
% of All Funds
4.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
37
Increased
79
Reduced
65
Closed
34
Calls
$47.2M
Puts
$76.5M
Net Calls
-$29.3M
Net Calls Change
+$34M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
201
Harbor Investment Advisory
Maryland
$11K
TWA
202
TCI Wealth Advisors
Arizona
$9K
LC
203
Lindbrook Capital
California
$6K -$966 -4 -16%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$6K
SSB
205
Sandy Spring Bank
Maryland
$4K
VCM
206
Versant Capital Management
Arizona
$4K
PAG
207
Private Advisor Group
New Jersey
$4K +$3.38K +14 New
SFS
208
Sowell Financial Services
Arkansas
$2K -$27.1K -112 -94%
BFEC
209
Benjamin F. Edwards & Company
Missouri
$2K
HCM
210
Highlander Capital Management
New Jersey
$2K
LWANC
211
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
MAM
212
Meeder Asset Management
Ohio
$2K +$725 +3 +100%
FHA
213
Flagship Harbor Advisors
Massachusetts
$1K -$1.69K -7 -54%
US Bancorp
214
US Bancorp
Minnesota
$1K -$725 -3 -38%
NL
215
NVWM LLC
Pennsylvania
$1K
TIM
216
Tortoise Investment Management
New York
$1K
OPS
217
Orion Portfolio Solutions
Nebraska
$1K +$725 +3 New
CM
218
Castleark Management
Illinois
-$3.75M -20,435 Closed
NIM
219
Needham Investment Management
New York
-$3.67M -20,000 Closed
PC
220
Pier Capital
Connecticut
-$3.5M -19,115 Closed
OCAM
221
Onex Canada Asset Management
Ontario, Canada
-$2.42M -13,210 Closed
BBVA
222
Banco Bilbao Vizcaya Argentaria
Spain
-$2.03M -11,052 Closed
SST
223
S Squared Technology
New York
-$1.33M -7,242 Closed
PI
224
PEAK6 Investments
Illinois
-$1.6M -6,615 Closed
NCGI
225
Next Century Growth Investors
Minnesota
-$1.04M -5,696 Closed

TREE Hedge Fund Activity: Q2 2020 in Review

217 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q2 2020, worth a combined $3.39B — up 63% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TREE positions and 34 closed out — a net gain of 3 holders — while 79 added to existing stakes and 65 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $112M. The largest seller was Victory Capital Management, cutting an estimated $122M.

  • 217 institutional investors held LendingTree (TREE) as of Q2 2020, up from 215 in Q1 2020.
  • Funds reported $3.39B of LendingTree stock for Q2 2020, up 63% quarter-over-quarter.
  • 37 funds opened new LendingTree positions in Q2 2020 and 34 closed out, a net change of +3 holders.
  • The largest LendingTree buyer in Q2 2020 was ARK Investment Management, an estimated $112M added.
  • The largest LendingTree seller in Q2 2020 was Victory Capital Management, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2020.