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LendingTree

243 hedge funds and large institutions have $2.99B invested in LendingTree in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 77

18% more call options, than puts

Call options by funds: $52.3M | Put options by funds: $44.2M

1.52% more ownership

Funds ownership: 105.68%107.19% (+1.5%)

5% less funds holding

Funds holding: 257243 (-14)

21% less capital invested

Capital invested by funds: $3.79B → $2.99B (-$793M)

29% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 41

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
243
Holders Change
-14
Holders Change %
-5.45%
% of All Funds
4.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
102
Reduced
77
Closed
41
Calls
$52.3M
Puts
$44.2M
Net Calls
+$8.07M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
201
Wolverine Asset Management
Illinois
$50K +$68K +239 New
BCV
202
Banque Cantonale Vaudoise
Switzerland
$45K +$60.3K +212 New
WT
203
Whittier Trust
California
$43K
HI
204
Harbour Investments
Wisconsin
$43K +$57.8K +203 New
CWP
205
Concord Wealth Partners
Virginia
$39K +$50.1K +176 +2,200%
EP
206
Eudaimonia Partners
Tennessee
$37K
BEI
207
Benjamin Edwards Inc
Missouri
$24K
FC
208
FORA Capital
Florida
$23K -$257K -902 -89%
PA
209
Parallel Advisors
California
$22K -$58.9K -207 -67%
FHC
210
First Horizon Corporation
Tennessee
$18K -$569 -2 -2%
PCH
211
PGIM Custom Harvest
New Jersey
$18K
FHA
212
First Horizon Advisors
Tennessee
$17K +$23.9K +84 New
SPIA
213
Steward Partners Investment Advisory
New York
$16.4K +$3.98K +14 +22%
BC
214
Bartlett & Co
Ohio
$15K
BCWM
215
Bartlett & Co Wealth Management
Ohio
$14.7K
NFG
216
Next Financial Group
Texas
$13K +$17.1K +60 New
RE
217
RBC Europe
United Kingdom
$11.7K
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$10K +$7.12K +25 +109%
US Bancorp
219
US Bancorp
Minnesota
$9K +$10.5K +37 +740%
TWA
220
TCI Wealth Advisors
Arizona
$7K
HWMA
221
Heritage Wealth Management (Arizona)
Arizona
$7K +$9.11K +32 New
RFA
222
Reilly Financial Advisors
California
$7K +$9.96K +35 New
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$6K
SFS
224
Sowell Financial Services
Arkansas
$6K
CLOS
225
Compagnie Lombard Odier SCmA
Switzerland
$6K +$8.54K +30 New

TREE Hedge Fund Activity: Q1 2021 in Review

243 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q1 2021, worth a combined $2.99B — down 21% from $3.79B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of TREE and 29 opened new positions — a net loss of 12 holders — while 77 trimmed existing stakes and 102 added.

The largest buyer was Fidelity Investments, adding an estimated $89.5M. The largest seller was ARK Investment Management, cutting an estimated $81.7M.

  • 243 institutional investors held LendingTree (TREE) as of Q1 2021, down from 257 in Q4 2020.
  • Funds reported $2.99B of LendingTree stock for Q1 2021, down 21% quarter-over-quarter.
  • 29 funds opened new LendingTree positions in Q1 2021 and 41 closed out, a net change of -12 holders.
  • The largest LendingTree buyer in Q1 2021 was Fidelity Investments, an estimated $89.5M added.
  • The largest LendingTree seller in Q1 2021 was ARK Investment Management, an estimated $81.7M sold.

Based on aggregated 13F filings for Q1 2021.