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LendingTree

215 hedge funds and large institutions have $2.08B invested in LendingTree in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 68 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 68

9.56% more ownership

Funds ownership: 77.31%86.86% (+9.6%)

9% less funds holding

Funds holding: 235215 (-20)

32% less capital invested

Capital invested by funds: $3.05B → $2.08B (-$970M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

42% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 43

76% less call options, than puts

Call options by funds: $20M | Put options by funds: $83.2M

Holders
215
Holders Change
-20
Holders Change %
-8.51%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
25
Increased
86
Reduced
68
Closed
43
Calls
$20M
Puts
$83.2M
Net Calls
-$63.2M
Net Calls Change
+$79.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$248M -$178K -629 -0%
NAMA
2
Nikko Asset Management Americas
New York
$145M +$78.9M +279,036 +55%
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$145M +$78.9M +279,036 +55%
Vanguard Group
4
Vanguard Group
Pennsylvania
$133M +$4.28M +15,138 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$129M +$13.7M +48,564 +7%
BlackRock
6
BlackRock
New York
$124M -$6.07M -21,461 -3%
Victory Capital Management
7
Victory Capital Management
Texas
$108M +$70.7M +249,870 +74%
AIM
8
ARK Investment Management
Florida
$87.2M +$54M +191,036 +67%
Allianz Asset Management
9
Allianz Asset Management
Germany
$85.8M -$5.16M -18,236 -4%
JSP
10
Jackson Square Partners
California
$71.7M +$6.95M +24,576 +7%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$67.8M +$4.29M +15,176 +4%
Wells Fargo
12
Wells Fargo
California
$61.9M +$8.94M +31,599 +10%
State Street
13
State Street
Massachusetts
$50.9M -$2.09M -7,375 -3%
Macquarie Group
14
Macquarie Group
Australia
$48.8M -$1.71M -6,059 -2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$41.1M +$2.35M +8,304 +4%
Citadel Advisors
16
Citadel Advisors
Florida
$33.5M +$28.7M +101,576 +125%
Ameriprise
17
Ameriprise
Minnesota
$29.1M +$4.44M +15,686 +11%
TCM
18
TimesSquare Capital Management
New York
$22.5M +$34.7M +122,570 New
Goldman Sachs
19
Goldman Sachs
New York
$17.7M +$3.92M +13,863 +17%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$17.4M +$867K +3,063 +3%
BAMCO Inc
21
BAMCO Inc
New York
$16.9M -$10.6M -37,486 -29%
Bank of America
22
Bank of America
North Carolina
$16.6M +$7.65M +27,024 +43%
Robeco Institutional Asset Management
23
Robeco Institutional Asset Management
Netherlands
$16.6M +$419K +1,480 +2%
BCA
24
Bernzott Capital Advisors
California
$16.2M +$25M +88,485 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$13.9M -$103K -365 -0.5%

TREE Hedge Fund Activity: Q1 2020 in Review

215 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q1 2020, worth a combined $2.08B — down 32% from $3.05B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of TREE and 25 opened new positions — a net loss of 18 holders — while 68 trimmed existing stakes and 86 added.

The largest buyer was Nikko Asset Management Americas, adding an estimated $78.9M. The largest seller was Emerald Mutual Fund Advisers Trust, cutting an estimated $12.7M.

  • 215 institutional investors held LendingTree (TREE) as of Q1 2020, down from 235 in Q4 2019.
  • Funds reported $2.08B of LendingTree stock for Q1 2020, down 32% quarter-over-quarter.
  • 25 funds opened new LendingTree positions in Q1 2020 and 43 closed out, a net change of -18 holders.
  • The largest LendingTree buyer in Q1 2020 was Nikko Asset Management Americas, an estimated $78.9M added.
  • The largest LendingTree seller in Q1 2020 was Emerald Mutual Fund Advisers Trust, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2020.