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LendingTree

243 hedge funds and large institutions have $2.99B invested in LendingTree in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 77

18% more call options, than puts

Call options by funds: $52.3M | Put options by funds: $44.2M

1.52% more ownership

Funds ownership: 105.68%107.19% (+1.5%)

5% less funds holding

Funds holding: 257243 (-14)

21% less capital invested

Capital invested by funds: $3.79B → $2.99B (-$793M)

29% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 41

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
243
Holders Change
-14
Holders Change %
-5.45%
% of All Funds
4.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
102
Reduced
77
Closed
41
Calls
$52.3M
Puts
$44.2M
Net Calls
+$8.07M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$367M -$81.7M -287,164 -14%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$302M +$19.8M +69,557 +5%
NAMA
3
Nikko Asset Management Americas
New York
$240M -$3.61M -12,688 -1%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$239M -$5.23M -18,371 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$217M +$5.18M +18,185 +2%
BlackRock
6
BlackRock
New York
$212M -$6.58M -23,116 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$170M +$89.5M +314,515 +65%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$109M +$40.2M +141,403 +38%
TCM
9
TimesSquare Capital Management
New York
$86.9M +$21.2M +74,505 +22%
Ameriprise
10
Ameriprise
Minnesota
$65.9M +$22.2M +77,980 +34%
Wells Fargo
11
Wells Fargo
California
$59.4M +$11.6M +40,724 +17%
State Street
12
State Street
Massachusetts
$55.6M -$97.3K -342 -0.1%
Citadel Advisors
13
Citadel Advisors
Florida
$51.1M -$9.41M -33,055 -12%
Two Sigma Investments
14
Two Sigma Investments
New York
$44.3M +$37.1M +130,312 +168%
Invesco
15
Invesco
Georgia
$41.1M +$468K +1,646 +0.9%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$35.7M -$10.2M -35,775 -18%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$30.8M +$1.25M +4,386 +3%
Millennium Management
18
Millennium Management
New York
$29.4M +$9.92M +34,850 +34%
BCA
19
Bernzott Capital Advisors
California
$29M +$2.82M +9,908 +8%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$28.9M +$23.2M +81,500 +151%
Bank of America
21
Bank of America
North Carolina
$26.1M -$2.07M -7,275 -6%
Citigroup
22
Citigroup
New York
$24.4M -$775K -2,723 -2%
TP
23
Toronado Partners
California
$24M +$2.36M +8,310 +8%
Norges Bank
24
Norges Bank
Norway
$24M +$4.26M +14,958 +15%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$20.6M -$360K -1,264 -1%

TREE Hedge Fund Activity: Q1 2021 in Review

243 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q1 2021, worth a combined $2.99B — down 21% from $3.79B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of TREE and 29 opened new positions — a net loss of 12 holders — while 77 trimmed existing stakes and 102 added.

The largest buyer was Fidelity Investments, adding an estimated $89.5M. The largest seller was ARK Investment Management, cutting an estimated $81.7M.

  • 243 institutional investors held LendingTree (TREE) as of Q1 2021, down from 257 in Q4 2020.
  • Funds reported $2.99B of LendingTree stock for Q1 2021, down 21% quarter-over-quarter.
  • 29 funds opened new LendingTree positions in Q1 2021 and 41 closed out, a net change of -12 holders.
  • The largest LendingTree buyer in Q1 2021 was Fidelity Investments, an estimated $89.5M added.
  • The largest LendingTree seller in Q1 2021 was ARK Investment Management, an estimated $81.7M sold.

Based on aggregated 13F filings for Q1 2021.