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LendingTree

215 hedge funds and large institutions have $2.39B invested in LendingTree in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 62 increasing their positions, 76 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 41

2% less funds holding

Funds holding: 219215 (-4)

2.21% less ownership

Funds ownership: 87.03%84.82% (-2.2%)

7% less capital invested

Capital invested by funds: $2.57B → $2.39B (-$176M)

18% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 76

41% less call options, than puts

Call options by funds: $32.7M | Put options by funds: $55.5M

Holders
215
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
4.79%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
38
Increased
62
Reduced
76
Closed
41
Calls
$32.7M
Puts
$55.5M
Net Calls
-$22.8M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$305M +$379K +1,671 +0.1%
BlackRock
2
BlackRock
New York
$191M +$2.78M +12,240 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$156M -$767K -3,379 -0.5%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$140M +$17.2M +75,886 +14%
NAMA
5
Nikko Asset Management Americas
New York
$139M +$16.7M +73,440 +13%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$138M +$86.7M +382,015 +156%
JSP
7
Jackson Square Partners
California
$100M -$8.39M -36,941 -7%
Macquarie Group
8
Macquarie Group
Australia
$92.8M +$5.25M +23,143 +6%
Allianz Asset Management
9
Allianz Asset Management
Germany
$90M +$10.9M +47,995 +13%
State Street
10
State Street
Massachusetts
$88.9M -$17.1M -75,246 -16%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$75.1M +$3.91M +17,211 +5%
SMDAM
12
Sumitomo Mitsui DS Asset Management
Japan
$60.4M +$5.16M +22,715 +9%
AIM
13
ARK Investment Management
Florida
$51.7M +$20.1M +88,341 +60%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$50.4M +$1.99M +8,774 +4%
Victory Capital Management
15
Victory Capital Management
Texas
$34.7M -$16.7M -73,443 -32%
Wells Fargo
16
Wells Fargo
California
$33.8M -$21.8M -96,190 -38%
BAMCO Inc
17
BAMCO Inc
New York
$28.1M -$10.3M -45,251 -26%
Northern Trust
18
Northern Trust
Illinois
$27.4M -$316K -1,391 -1%
Morgan Stanley
19
Morgan Stanley
New York
$25.4M +$5.04M +22,211 +24%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$25.1M +$266K +1,170 +1%
CI Investments Inc
21
CI Investments Inc
Ontario, Canada
$25M +$25.8M +113,663 New
EA
22
Emerald Advisers
Pennsylvania
$24.1M -$754K -3,321 -3%
Ameriprise
23
Ameriprise
Minnesota
$23.4M +$2.16M +9,533 +10%
EMFAT
24
Emerald Mutual Fund Advisers Trust
Pennsylvania
$22.3M -$506K -2,229 -2%
Bank of America
25
Bank of America
North Carolina
$20.7M +$5.16M +22,730 +32%

TREE Hedge Fund Activity: Q4 2018 in Review

215 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q4 2018, worth a combined $2.39B — down 6.9% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of TREE and 38 opened new positions — a net loss of 3 holders — while 76 trimmed existing stakes and 62 added.

The largest buyer was Fidelity Investments, adding an estimated $86.7M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $106M sold.

  • 215 institutional investors held LendingTree (TREE) as of Q4 2018, down from 219 in Q3 2018.
  • Funds reported $2.39B of LendingTree stock for Q4 2018, down 6.9% quarter-over-quarter.
  • 38 funds opened new LendingTree positions in Q4 2018 and 41 closed out, a net change of -3 holders.
  • The largest LendingTree buyer in Q4 2018 was Fidelity Investments, an estimated $86.7M added.
  • The largest LendingTree seller in Q4 2018 was William Blair Investment Management, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2018.