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LendingTree

257 hedge funds and large institutions have $3.79B invested in LendingTree in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 121 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 44

154% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 24

99% more call options, than puts

Call options by funds: $38.9M | Put options by funds: $19.5M

17.56% more ownership

Funds ownership: 88.11%105.68% (+18%)

16% more funds holding

Funds holding: 221257 (+36)

8% more capital invested

Capital invested by funds: $3.51B → $3.79B (+$275M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
257
Holders Change
+36
Holders Change %
+16.29%
% of All Funds
4.55%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
61
Increased
121
Reduced
44
Closed
24
Calls
$38.9M
Puts
$19.5M
Net Calls
+$19.3M
Net Calls Change
+$65.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
201
Crestwood Advisors Group
Massachusetts
$274K -$44.6K -150 -13%
RC
202
RBF Capital
California
$274K
PAMU
203
Pictet Asset Management (UK)
United Kingdom
$274K +$89.1K +300 +43%
II
204
Inspire Investing
Idaho
$272K +$295K +992 New
KeyBank National Association
205
KeyBank National Association
Ohio
$271K +$294K +989 New
FTUS
206
Flow Traders U.S.
New York
$270K +$293K +987 New
Nomura Holdings
207
Nomura Holdings
Japan
$250K +$271K +912 New
CGH
208
Crossmark Global Holdings
Texas
$249K -$178K -600 -40%
MCIA
209
Mountain Capital Investment Advisors
Colorado
$245K +$270K +909 New
PA
210
Profund Advisors
Maryland
$241K +$262K +881 New
NSEDCP
211
NJ State Employees Deferred Compensation Plan
New Jersey
$219K
AAM
212
Advisors Asset Management
Colorado
$211K -$16.6K -56 -7%
AWP
213
Abacus Wealth Partners
California
$204K +$221K +745 New
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$186K +$42.5K +143 +26%
Lazard Asset Management
215
Lazard Asset Management
New York
$124K -$7.49M -25,220 -98%
ACM
216
Advent Capital Management
New York
$110K +$119K +400 New
PA
217
Parallel Advisors
California
$84K -$384K -1,294 -81%
Asset Management One
218
Asset Management One
Japan
$84K +$35.9K +121 +61%
Skandinaviska Enskilda Banken (SEB)
219
Skandinaviska Enskilda Banken (SEB)
Sweden
$82K
PCM
220
Penserra Capital Management
California
$78K -$3.27K -11 -4%
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$71K +$4.46K +15 +6%
FCH
222
Freestone Capital Holdings
Washington
$62.7K +$68K +229 New
TRCT
223
Tower Research Capital (TRC)
New York
$61K -$42.2K -142 -39%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
224
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$58K +$63K +212 New
WT
225
Whittier Trust
California
$55K

TREE Hedge Fund Activity: Q4 2020 in Review

257 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q4 2020, worth a combined $3.79B — up 7.8% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new TREE positions and 24 closed out — a net gain of 37 holders — while 121 added to existing stakes and 44 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $197M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $134M sold.

  • 257 institutional investors held LendingTree (TREE) as of Q4 2020, up from 221 in Q3 2020.
  • Funds reported $3.79B of LendingTree stock for Q4 2020, up 7.8% quarter-over-quarter.
  • 61 funds opened new LendingTree positions in Q4 2020 and 24 closed out, a net change of +37 holders.
  • The largest LendingTree buyer in Q4 2020 was ARK Investment Management, an estimated $197M added.
  • The largest LendingTree seller in Q4 2020 was Jackson Square Partners, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2020.