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LendingTree

178 hedge funds and large institutions have $1.15B invested in LendingTree in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

13% more capital invested

Capital invested by funds: $1.01B → $1.15B (+$136M)

0% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 60

1% less funds holding

Funds holding: 180178 (-2)

7.32% less ownership

Funds ownership: 84.65%77.33% (-7.3%)

20% less call options, than puts

Call options by funds: $19M | Put options by funds: $23.9M

Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
4.43%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
26
Increased
60
Reduced
60
Closed
22
Calls
$19M
Puts
$23.9M
Net Calls
-$4.89M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$103M +$93.9M +823,267 +117,778%
JSP
2
Jackson Square Partners
California
$90.2M +$6.7M +58,739 +9%
Victory Capital Management
3
Victory Capital Management
Texas
$76.1M +$11.1M +97,351 +19%
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$60.5M +$25M +219,134 +83%
Vanguard Group
5
Vanguard Group
Pennsylvania
$46.2M +$2.32M +20,330 +6%
Wells Fargo
6
Wells Fargo
California
$38.9M -$2.65M -23,284 -7%
EMFAT
7
Emerald Mutual Fund Advisers Trust
Pennsylvania
$38.2M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$37.3M -$250K -2,193 -0.7%
Allianz Asset Management
9
Allianz Asset Management
Germany
$37.1M +$868K +7,610 +3%
Macquarie Group
10
Macquarie Group
Australia
$36.6M +$1.87M +16,425 +6%
EA
11
Emerald Advisers
Pennsylvania
$34.9M +$70.8K +621 +0.2%
SMDAM
12
Sumitomo Mitsui DS Asset Management
Japan
$33.9M +$2.03M +17,765 +7%
WRF
13
Waddell & Reed Financial
Kansas
$32.5M -$12.8M -112,440 -30%
JHIU
14
Janus Henderson Investors US
Colorado
$31.6M -$49.5K -434 -0.2%
Baillie Gifford & Co
15
Baillie Gifford & Co
United Kingdom
$30.2M +$1.71M +15,000 +7%
GIM
16
Granahan Investment Management
Massachusetts
$21.1M -$44.2M -387,396 -70%
State Street
17
State Street
Massachusetts
$19.4M +$1.65M +14,443 +10%
SEI Investments
18
SEI Investments
Pennsylvania
$16.3M +$2M +17,565 +16%
ECP
19
Elk Creek Partners
Colorado
$14.3M -$5.36M -47,027 -29%
SCM
20
SG Capital Management
Illinois
$13.8M +$12.6M +110,451 New
Millennium Management
21
Millennium Management
New York
$13.7M -$4.68M -41,009 -27%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$13.5M +$751K +6,590 +6%
Ameriprise
23
Ameriprise
Minnesota
$13.2M +$388K +3,405 +3%
Northern Trust
24
Northern Trust
Illinois
$11.3M -$14.4K -126 -0.1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$10.9M +$386K +3,385 +4%

TREE Hedge Fund Activity: Q1 2017 in Review

178 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q1 2017, worth a combined $1.15B — up 13% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TREE positions and 22 closed out — a net gain of 4 holders — while 60 added to existing stakes and 60 trimmed.

The largest buyer was BlackRock, adding an estimated $93.9M. The largest seller was Coatue Management, exiting entirely with an estimated $47.7M sold.

  • 178 institutional investors held LendingTree (TREE) as of Q1 2017, down from 180 in Q4 2016.
  • Funds reported $1.15B of LendingTree stock for Q1 2017, up 13% quarter-over-quarter.
  • 26 funds opened new LendingTree positions in Q1 2017 and 22 closed out, a net change of +4 holders.
  • The largest LendingTree buyer in Q1 2017 was BlackRock, an estimated $93.9M added.
  • The largest LendingTree seller in Q1 2017 was Coatue Management, an estimated $47.7M sold.

Based on aggregated 13F filings for Q1 2017.