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LendingTree

230 hedge funds and large institutions have $1.63B invested in LendingTree in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 61 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 61

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0% less call options, than puts

Call options by funds: $45.1M | Put options by funds: $45.1M

4% less funds holding

Funds holding: 240230 (-10)

7.42% less ownership

Funds ownership: 95.08%87.66% (-7.4%)

20% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 40

39% less capital invested

Capital invested by funds: $2.67B → $1.63B (-$1.04B)

Holders
230
Holders Change
-10
Holders Change %
-4.17%
% of All Funds
4.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
32
Increased
107
Reduced
61
Closed
40
Calls
$45.1M
Puts
$45.1M
Net Calls
-$40K
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
201
First Horizon Advisors
Tennessee
$14K +$17.5K +100 New
PA
202
Parallel Advisors
California
$12K -$2.28K -13 -13%
CWP
203
Concord Wealth Partners
Virginia
$10K -$8.94K -51 -43%
WTC
204
WhitTier Trust Company
Nevada
$10K +$12.3K +70 New
TWA
205
TCI Wealth Advisors
Arizona
$6K -$526 -3 -6%
LWCFA
206
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
CLOS
207
Compagnie Lombard Odier SCmA
Switzerland
$4K
FF
208
FourThought Financial
Florida
$4K
HWMA
209
Heritage Wealth Management (Arizona)
Arizona
$4K
ACM
210
Antonetti Capital Management
Florida
$4K +$5.26K +30 New
VCM
211
Versant Capital Management
Arizona
$3K +$175 +1 +6%
MAM
212
Meeder Asset Management
Ohio
$3K +$2.46K +14 +200%
BCA
213
Berman Capital Advisors
Georgia
$3K +$3.86K +22 New
CCC
214
Crescent Capital Consulting
Louisiana
$2K
SSB
215
Sandy Spring Bank
Maryland
$2K
S
216
SignatureFD
Georgia
$2K +$1.75K +10 +333%
MCM
217
Manchester Capital Management
Vermont
$2K +$2.46K +14 New
MGIM
218
M&G Investment Management
United Kingdom
$1.5K -$1.71M -9,732 -48%
BFEC
219
Benjamin F. Edwards & Company
Missouri
$1K -$14K -80 -93%
HCM
220
Highlander Capital Management
New Jersey
$1K
LWANC
221
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
GWS
222
Glassman Wealth Services
Virginia
$1K +$877 +5 New
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$1K +$1.23K +7 New
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$99 +$105K +600 +545%
SAM
225
Scopus Asset Management
New York
-$84.8M -400,000 Closed

TREE Hedge Fund Activity: Q3 2021 in Review

230 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q3 2021, worth a combined $1.63B — down 39% from $2.67B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of TREE and 32 opened new positions — a net loss of 8 holders — while 61 trimmed existing stakes and 107 added.

The largest buyer was Citadel Advisors, adding an estimated $14.6M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $84.8M sold.

  • 230 institutional investors held LendingTree (TREE) as of Q3 2021, down from 240 in Q2 2021.
  • Funds reported $1.63B of LendingTree stock for Q3 2021, down 39% quarter-over-quarter.
  • 32 funds opened new LendingTree positions in Q3 2021 and 40 closed out, a net change of -8 holders.
  • The largest LendingTree buyer in Q3 2021 was Citadel Advisors, an estimated $14.6M added.
  • The largest LendingTree seller in Q3 2021 was Scopus Asset Management, an estimated $84.8M sold.

Based on aggregated 13F filings for Q3 2021.