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LendingTree

171 hedge funds and large institutions have $948M invested in LendingTree in 2016 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

8% more capital invested

Capital invested by funds: $876M → $948M (+$72.2M)

1% more funds holding

Funds holding: 170171 (+1)

12% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 66

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

27% less call options, than puts

Call options by funds: $24.1M | Put options by funds: $33.1M

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
4.56%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
22
Increased
58
Reduced
66
Closed
19
Calls
$24.1M
Puts
$33.1M
Net Calls
-$9.01M
Net Calls Change
-$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$74.1M +$127K +1,274 +0.2%
GIM
2
Granahan Investment Management
Massachusetts
$50.2M -$20.2M -203,282 -28%
Victory Capital Management
3
Victory Capital Management
Texas
$47.2M +$48.4M +486,684 +143,989%
Coatue Management
4
Coatue Management
New York
$45.6M -$9.92M -99,626 -17%
BFA
5
BlackRock Fund Advisors
California
$45.5M +$4.81M +48,317 +11%
JSP
6
Jackson Square Partners
California
$34.9M +$2.95M +29,629 +9%
Vanguard Group
7
Vanguard Group
Pennsylvania
$32.2M -$7.59M -76,206 -19%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$32.1M +$4.36M +43,775 +15%
EMFAT
9
Emerald Mutual Fund Advisers Trust
Pennsylvania
$29.5M
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$29M -$232K -2,329 -0.8%
WRF
11
Waddell & Reed Financial
Kansas
$26.7M +$3.45M +34,621 +14%
EA
12
Emerald Advisers
Pennsylvania
$25.7M -$317K -3,180 -1%
JHIU
13
Janus Henderson Investors US
Colorado
$24.6M +$260K +2,607 +1%
Allianz Asset Management
14
Allianz Asset Management
Germany
$23.9M +$17.8M +179,307 +266%
Baillie Gifford & Co
15
Baillie Gifford & Co
United Kingdom
$21.9M +$10.3M +103,000 +84%
ECP
16
Elk Creek Partners
Colorado
$19.9M -$2.74M -27,479 -12%
SMDAM
17
Sumitomo Mitsui DS Asset Management
Japan
$19.5M +$20M +201,145 New
Alyeska Investment Group
18
Alyeska Investment Group
Illinois
$18.2M +$18.7M +187,818 New
Macquarie Group
19
Macquarie Group
Australia
$16M -$17.6M -177,103 -52%
BIT
20
BlackRock Institutional Trust
California
$15.9M -$95.2K -956 -0.6%
EA
21
Emerald Acquisition
Washington
$12.7M -$195K -1,963 -1%
State Street
22
State Street
Massachusetts
$12.6M +$610K +6,131 +5%
Ameriprise
23
Ameriprise
Minnesota
$12.6M -$902K -9,057 -7%
SCA
24
Summit Creek Advisors
Minnesota
$10.6M -$81.6K -820 -0.7%
Capital Fund Management (CFM)
25
Capital Fund Management (CFM)
France
$10.5M +$10.8M +108,796 New

TREE Hedge Fund Activity: Q3 2016 in Review

171 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q3 2016, worth a combined $948M — up 8.2% from $876M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TREE positions and 19 closed out — a net gain of 3 holders — while 58 added to existing stakes and 66 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $48.4M. The largest seller was Passport Capital, exiting entirely with an estimated $23.9M sold.

  • 171 institutional investors held LendingTree (TREE) as of Q3 2016, up from 170 in Q2 2016.
  • Funds reported $948M of LendingTree stock for Q3 2016, up 8.2% quarter-over-quarter.
  • 22 funds opened new LendingTree positions in Q3 2016 and 19 closed out, a net change of +3 holders.
  • The largest LendingTree buyer in Q3 2016 was Victory Capital Management, an estimated $48.4M added.
  • The largest LendingTree seller in Q3 2016 was Passport Capital, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2016.