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LendingTree

257 hedge funds and large institutions have $3.79B 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.

New
Increased
Maintained
Reduced
Closed

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: 221257 (+36)

8% more capital invested

Capital invested by funds: $3.51B → $3.79B (+$275M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
257
Holders Change
+36
Holders Change %
+16.29%
% of All Funds
4.55%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
61
Increased
121
Reduced
44
Closed
24
Calls
$38.9M
Puts
$19.5M
Net Calls
+$19.3M
Net Calls Change
+$65.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$550M +$197M +662,350 +49%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$369M -$5.05M -16,989 -1%
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$313M +$44.6M +150,070 +15%
NAMA
4
Nikko Asset Management Americas
New York
$313M +$45.4M +152,651 +15%
BlackRock
5
BlackRock
New York
$278M +$94.1M +316,744 +45%
Vanguard Group
6
Vanguard Group
Pennsylvania
$273M +$90.7M +305,177 +44%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$133M -$45.4M -152,820 -24%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$101M -$73.7K -248 -0.1%
TCM
9
TimesSquare Capital Management
New York
$91.2M +$58.2M +195,869 +143%
Citadel Advisors
10
Citadel Advisors
Florida
$74.8M +$79.8M +268,618 +5,940%
State Street
11
State Street
Massachusetts
$71.5M +$23M +77,576 +42%
AM
12
Atreides Management
Massachusetts
$68.1M +$73.9M +248,700 New
Wells Fargo
13
Wells Fargo
California
$65.2M -$9.51M -32,004 -12%
Ameriprise
14
Ameriprise
Minnesota
$63.4M +$17.7M +59,549 +35%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$55.6M -$5.86M -19,737 -9%
Invesco
16
Invesco
Georgia
$52.3M -$4.65M -15,667 -8%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$38.4M +$11.2M +37,572 +37%
Bank of America
18
Bank of America
North Carolina
$35.5M +$2.37M +7,990 +7%
BCA
19
Bernzott Capital Advisors
California
$34.5M -$7.54M -25,367 -17%
Citigroup
20
Citigroup
New York
$32M +$3.5M +11,770 +11%
TP
21
Toronado Partners
California
$28.6M +$31M +104,312 New
Millennium Management
22
Millennium Management
New York
$28.3M +$26.4M +88,960 +623%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$26.8M +$6.5M +21,886 +29%
Norges Bank
24
Norges Bank
Norway
$26.7M +$10.9M +36,834 +61%
Victory Capital Management
25
Victory Capital Management
Texas
$24.4M -$12.9M -43,519 -33%

TREE Hedge Fund Activity: Q4 2020 in Review

257 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q4 2020, worth a combined $3.79B — up 7.8% from $3.51B 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 $3.79B of LendingTree stock for Q4 2020, up 7.8% 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.