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LendingTree

196 hedge funds and large institutions have $1.48B invested in LendingTree in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

29% more capital invested

Capital invested by funds: $1.15B → $1.48B (+$333M)

23% more call options, than puts

Call options by funds: $72.9M | Put options by funds: $59.4M

10% more funds holding

Funds holding: 178196 (+18)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 68

5.31% less ownership

Funds ownership: 77.33%72.02% (-5.3%)

Holders
196
Holders Change
+18
Holders Change %
+10.11%
% of All Funds
4.89%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
34
Increased
68
Reduced
68
Closed
15
Calls
$72.9M
Puts
$59.4M
Net Calls
+$13.5M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$142M -$189K -1,253 -0.2%
JSP
2
Jackson Square Partners
California
$94.3M -$25.8M -171,501 -24%
Vanguard Group
3
Vanguard Group
Pennsylvania
$92.3M +$25.3M +167,933 +46%
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$74.2M -$7.74M -51,405 -11%
Victory Capital Management
5
Victory Capital Management
Texas
$65.3M -$34.3M -228,027 -38%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$57.9M +$14.4M +95,471 +40%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$54.4M +$2.81M +18,678 +6%
EMFAT
8
Emerald Mutual Fund Advisers Trust
Pennsylvania
$52.5M
EA
9
Emerald Advisers
Pennsylvania
$49.6M +$1.44M +9,580 +3%
Wells Fargo
10
Wells Fargo
California
$47M -$5.7M -37,839 -12%
Allianz Asset Management
11
Allianz Asset Management
Germany
$42.2M -$7.64M -50,786 -17%
SMDAM
12
Sumitomo Mitsui DS Asset Management
Japan
$41.6M -$4.41M -29,280 -11%
WRF
13
Waddell & Reed Financial
Kansas
$35.9M -$7.71M -51,240 -20%
State Street
14
State Street
Massachusetts
$28.5M +$1.59M +10,547 +7%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$26.7M +$23.3M +155,013 New
Macquarie Group
16
Macquarie Group
Australia
$24.5M -$22.5M -149,686 -51%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$24M +$4.73M +31,422 +29%
SEI Investments
18
SEI Investments
Pennsylvania
$23.8M +$1.24M +8,256 +6%
NAMA
19
Nikko Asset Management Americas
New York
$23.1M +$18.8M +124,900 +1,315%
GIM
20
Granahan Investment Management
Massachusetts
$22.9M -$5.36M -35,601 -21%
Ameriprise
21
Ameriprise
Minnesota
$22.6M +$3.85M +25,606 +24%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$22.3M +$18.1M +120,100 +1,264%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$17.9M +$2.61M +17,338 +20%
Northern Trust
24
Northern Trust
Illinois
$15.5M +$35.8K +238 +0.3%
PCM
25
PAR Capital Management
Massachusetts
$14.2M

TREE Hedge Fund Activity: Q2 2017 in Review

196 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q2 2017, worth a combined $1.48B — up 29% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TREE positions and 15 closed out — a net gain of 19 holders — while 68 added to existing stakes and 68 trimmed.

The largest buyer was Vanguard Group, adding an estimated $25.3M. The largest seller was Victory Capital Management, cutting an estimated $34.3M.

  • 196 institutional investors held LendingTree (TREE) as of Q2 2017, up from 178 in Q1 2017.
  • Funds reported $1.48B of LendingTree stock for Q2 2017, up 29% quarter-over-quarter.
  • 34 funds opened new LendingTree positions in Q2 2017 and 15 closed out, a net change of +19 holders.
  • The largest LendingTree buyer in Q2 2017 was Vanguard Group, an estimated $25.3M added.
  • The largest LendingTree seller in Q2 2017 was Victory Capital Management, an estimated $34.3M sold.

Based on aggregated 13F filings for Q2 2017.