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LendingTree

239 hedge funds and large institutions have $3.22B invested in LendingTree in 2017 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 20

53% more capital invested

Capital invested by funds: $2.1B → $3.22B (+$1.11B)

14% more funds holding

Funds holding: 210239 (+29)

7.3% more ownership

Funds ownership: 71.63%78.93% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 82

9% less call options, than puts

Call options by funds: $139M | Put options by funds: $152M

Holders
239
Holders Change
+29
Holders Change %
+13.81%
% of All Funds
5.42%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
50
Increased
79
Reduced
82
Closed
20
Calls
$139M
Puts
$152M
Net Calls
-$13M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$300M +$4.43M +15,596 +2%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$238M +$100M +352,694 +102%
Vanguard Group
3
Vanguard Group
Pennsylvania
$231M +$4.93M +17,355 +3%
JSP
4
Jackson Square Partners
California
$143M -$36.8M -129,546 -24%
State Street
5
State Street
Massachusetts
$133M +$64.8M +228,090 +140%
NAMA
6
Nikko Asset Management Americas
New York
$123M +$65.7M +231,300 +129%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$106M +$38.9K +137 +0%
EMFAT
8
Emerald Mutual Fund Advisers Trust
Pennsylvania
$95.3M -$5.17M -18,216 -6%
EA
9
Emerald Advisers
Pennsylvania
$88.4M -$3.23M -11,376 -4%
Sumitomo Mitsui Trust Group
10
Sumitomo Mitsui Trust Group
Japan
$78.7M +$14.6M +51,500 +29%
Allianz Asset Management
11
Allianz Asset Management
Germany
$74.3M -$3.7M -13,035 -6%
SMDAM
12
Sumitomo Mitsui DS Asset Management
Japan
$70.2M -$5.52M -19,445 -9%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$66.9M +$24.3M +85,562 +77%
Macquarie Group
14
Macquarie Group
Australia
$66.8M -$7.17M -25,258 -11%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$59.1M +$48.8M +171,700 +2,683%
CCS
16
Crosspoint Capital Strategies
California
$54M -$66.5K -234 -1%
EAM
17
Eagle Asset Management
Florida
$49M +$36M +126,684 +738%
Victory Capital Management
18
Victory Capital Management
Texas
$47.7M -$20.9M -73,539 -34%
Ameriprise
19
Ameriprise
Minnesota
$46.8M -$892K -3,142 -2%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$46.4M +$9.49M +33,400 +32%
SI
21
Scout Investments
Missouri
$43.3M +$16.6M +58,528 +85%
Alyeska Investment Group
22
Alyeska Investment Group
Illinois
$39.7M -$69.5M -244,751 -68%
Wells Fargo
23
Wells Fargo
California
$39.5M -$25.6M -90,241 -44%
Two Sigma Investments
24
Two Sigma Investments
New York
$38.3M +$5.58M +19,662 +21%
SEI Investments
25
SEI Investments
Pennsylvania
$34.9M -$10.2M -35,848 -26%

TREE Hedge Fund Activity: Q4 2017 in Review

239 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q4 2017, worth a combined $3.22B — up 53% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new TREE positions and 20 closed out — a net gain of 30 holders — while 79 added to existing stakes and 82 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $100M. The largest seller was Alyeska Investment Group, cutting an estimated $69.5M.

  • 239 institutional investors held LendingTree (TREE) as of Q4 2017, up from 210 in Q3 2017.
  • Funds reported $3.22B of LendingTree stock for Q4 2017, up 53% quarter-over-quarter.
  • 50 funds opened new LendingTree positions in Q4 2017 and 20 closed out, a net change of +30 holders.
  • The largest LendingTree buyer in Q4 2017 was Baillie Gifford & Co, an estimated $100M added.
  • The largest LendingTree seller in Q4 2017 was Alyeska Investment Group, an estimated $69.5M sold.

Based on aggregated 13F filings for Q4 2017.