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LendingTree

221 hedge funds and large institutions have $3.51B invested in LendingTree in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

17% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 24

2% more funds holding

Funds holding: 217221 (+4)

3% more capital invested

Capital invested by funds: $3.39B → $3.51B (+$118M)

1% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 75

2.16% less ownership

Funds ownership: 90.27%88.11% (-2.2%)

56% less call options, than puts

Call options by funds: $36.2M | Put options by funds: $82.2M

Holders
221
Holders Change
+4
Holders Change %
+1.84%
% of All Funds
4.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
28
Increased
76
Reduced
75
Closed
24
Calls
$36.2M
Puts
$82.2M
Net Calls
-$45.9M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$419M -$1.91M -6,018 -0.4%
AIM
2
ARK Investment Management
Florida
$414M +$129M +407,211 +43%
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$304M -$79.1K -249 -0%
NAMA
4
Nikko Asset Management Americas
New York
$272M -$899K -2,830 -0.3%
BlackRock
5
BlackRock
New York
$215M -$15.8M -49,820 -7%
Vanguard Group
6
Vanguard Group
Pennsylvania
$213M -$8.49M -26,740 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$195M -$25.5M -80,387 -11%
JSP
8
Jackson Square Partners
California
$134M -$2.12M -6,690 -2%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$113M -$549K -1,728 -0.5%
Wells Fargo
10
Wells Fargo
California
$82.9M -$77.5M -244,059 -47%
Allianz Asset Management
11
Allianz Asset Management
Germany
$70.4M -$60.7M -191,225 -45%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$68.4M -$707K -2,226 -1%
Invesco
13
Invesco
Georgia
$63.4M -$2.04M -6,417 -3%
State Street
14
State Street
Massachusetts
$56.3M -$2.51M -7,902 -4%
Ameriprise
15
Ameriprise
Minnesota
$52.8M +$11M +34,647 +25%
BCA
16
Bernzott Capital Advisors
California
$46.5M +$18.8M +59,275 +64%
TCM
17
TimesSquare Capital Management
New York
$42.2M +$4.56M +14,375 +12%
Victory Capital Management
18
Victory Capital Management
Texas
$40.8M +$15.7M +49,600 +60%
Bank of America
19
Bank of America
North Carolina
$37.4M +$8.29M +26,114 +27%
Goldman Sachs
20
Goldman Sachs
New York
$36.8M +$12.3M +38,821 +48%
Citigroup
21
Citigroup
New York
$32.3M +$20.1M +63,411 +151%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$31.5M -$518K -1,630 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$23.3M -$389K -1,224 -2%
SEI Investments
24
SEI Investments
Pennsylvania
$22.6M -$1.46M -4,604 -6%
Northern Trust
25
Northern Trust
Illinois
$20M -$501K -1,578 -2%

TREE Hedge Fund Activity: Q3 2020 in Review

221 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q3 2020, worth a combined $3.51B — up 3.5% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TREE positions and 24 closed out — a net gain of 4 holders — while 76 added to existing stakes and 75 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $129M. The largest seller was Wells Fargo, cutting an estimated $77.5M.

  • 221 institutional investors held LendingTree (TREE) as of Q3 2020, up from 217 in Q2 2020.
  • Funds reported $3.51B of LendingTree stock for Q3 2020, up 3.5% quarter-over-quarter.
  • 28 funds opened new LendingTree positions in Q3 2020 and 24 closed out, a net change of +4 holders.
  • The largest LendingTree buyer in Q3 2020 was ARK Investment Management, an estimated $129M added.
  • The largest LendingTree seller in Q3 2020 was Wells Fargo, an estimated $77.5M sold.

Based on aggregated 13F filings for Q3 2020.