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LendingTree

217 hedge funds and large institutions have $3.39B invested in LendingTree in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more capital invested

Capital invested by funds: $2.08B → $3.39B (+$1.32B)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 65

3.41% more ownership

Funds ownership: 86.86%90.27% (+3.4%)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

1% more funds holding

Funds holding: 215217 (+2)

38% less call options, than puts

Call options by funds: $47.2M | Put options by funds: $76.5M

Holders
217
Holders Change
+2
Holders Change %
+0.93%
% of All Funds
4.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
37
Increased
79
Reduced
65
Closed
34
Calls
$47.2M
Puts
$76.5M
Net Calls
-$29.3M
Net Calls Change
+$34M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$397M +$5.14M +21,279 +2%
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$287M +$49.2M +203,889 +26%
AIM
3
ARK Investment Management
Florida
$272M +$112M +465,009 +98%
NAMA
4
Nikko Asset Management Americas
New York
$268M +$49.2M +203,889 +26%
BlackRock
5
BlackRock
New York
$217M +$17.8M +73,522 +11%
Vanguard Group
6
Vanguard Group
Pennsylvania
$209M -$1.74M -7,185 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$208M +$2.82M +11,692 +2%
Wells Fargo
8
Wells Fargo
California
$149M +$42.7M +176,594 +52%
JSP
9
Jackson Square Partners
California
$129M +$13M +53,632 +14%
Allianz Asset Management
10
Allianz Asset Management
Germany
$122M -$11.3M -46,958 -10%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$108M +$381K +1,576 +0.4%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$65.2M +$216K +893 +0.4%
Invesco
13
Invesco
Georgia
$61.7M +$44.1M +182,591 +597%
State Street
14
State Street
Massachusetts
$55.4M -$20.7M -85,859 -31%
Citadel Advisors
15
Citadel Advisors
Florida
$49.2M -$3.08M -12,745 -7%
Ameriprise
16
Ameriprise
Minnesota
$39.8M -$5.11M -21,138 -13%
Macquarie Group
17
Macquarie Group
Australia
$39.3M -$31.5M -130,220 -49%
TCM
18
TimesSquare Capital Management
New York
$35.6M +$110K +455 +0.4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$30.2M +$2.25M +9,310 +10%
Bank of America
20
Bank of America
North Carolina
$27.7M +$1.24M +5,144 +6%
BCA
21
Bernzott Capital Advisors
California
$26.7M +$912K +3,775 +4%
JP Morgan Chase
22
JP Morgan Chase
New York
$26.3M +$16.3M +67,337 +287%
Victory Capital Management
23
Victory Capital Management
Texas
$24.1M -$122M -506,310 -86%
Goldman Sachs
24
Goldman Sachs
New York
$23.4M -$3.82M -15,830 -16%
SEI Investments
25
SEI Investments
Pennsylvania
$22.7M +$1.02M +4,224 +6%

TREE Hedge Fund Activity: Q2 2020 in Review

217 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q2 2020, worth a combined $3.39B — up 63% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TREE positions and 34 closed out — a net gain of 3 holders — while 79 added to existing stakes and 65 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $112M. The largest seller was Victory Capital Management, cutting an estimated $122M.

  • 217 institutional investors held LendingTree (TREE) as of Q2 2020, up from 215 in Q1 2020.
  • Funds reported $3.39B of LendingTree stock for Q2 2020, up 63% quarter-over-quarter.
  • 37 funds opened new LendingTree positions in Q2 2020 and 34 closed out, a net change of +3 holders.
  • The largest LendingTree buyer in Q2 2020 was ARK Investment Management, an estimated $112M added.
  • The largest LendingTree seller in Q2 2020 was Victory Capital Management, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2020.