LendingTree
TREE
257 hedge funds and large institutions have $3.8B invested in LendingTree in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 121 increasing their positions, 44 reducing their positions, and 24 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 44
154% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 24
99% more call options, than puts
Call options by funds: $38.9M | Put options by funds: $19.5M
17.56% more ownership
Funds ownership: 88.11% → 105.68% (+18%)
16% more funds holding
Funds holding: 221 → 257 (+36)
8% more capital invested
Capital invested by funds: $3.52B → $3.8B (+$281M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$197M |
| 2 |
BlackRock
New York
|
+$94.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$90.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$79.8M |
| 5 |
AM
Atreides Management
Boston,
Massachusetts
|
+$73.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$134M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$70.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$45.4M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
-$17.9M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$17.1M |
TREE Hedge Fund Activity: Q4 2020 in Review
257 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q4 2020, worth a combined $3.8B — up 8% from $3.52B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new TREE positions and 24 closed out — a net gain of 37 holders — while 121 added to existing stakes and 44 trimmed.
The largest buyer was ARK Investment Management, adding an estimated $197M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $134M sold.
- 257 institutional investors held LendingTree (TREE) as of Q4 2020, up from 221 in Q3 2020.
- Funds reported $3.8B of LendingTree stock for Q4 2020, up 8% quarter-over-quarter.
- 61 funds opened new LendingTree positions in Q4 2020 and 24 closed out, a net change of +37 holders.
- The largest LendingTree buyer in Q4 2020 was ARK Investment Management, an estimated $197M added.
- The largest LendingTree seller in Q4 2020 was Jackson Square Partners, an estimated $134M sold.
Based on aggregated 13F filings for Q4 2020.