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LendingTree

240 hedge funds and large institutions have $2.67B invested in LendingTree in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more call options, than puts

Call options by funds: $82.4M | Put options by funds: $55.1M

34% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 68

6% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 48

1% less funds holding

Funds holding: 243240 (-3)

11% less capital invested

Capital invested by funds: $2.99B → $2.67B (-$323M)

12.11% less ownership

Funds ownership: 107.19%95.08% (-12%)

Holders
240
Holders Change
-3
Holders Change %
-1.23%
% of All Funds
4.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
91
Reduced
68
Closed
48
Calls
$82.4M
Puts
$55.1M
Net Calls
+$27.3M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$306M +$5.21M +24,765 +2%
BlackRock
2
BlackRock
New York
$262M +$50.9M +241,810 +24%
Vanguard Group
3
Vanguard Group
Pennsylvania
$230M +$14M +66,769 +7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$196M +$26.9M +127,978 +16%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$131M +$22.6M +107,633 +21%
UBS Group
6
UBS Group
Switzerland
$116M +$114M +543,825 +27,218%
TCM
7
TimesSquare Capital Management
New York
$89.9M +$3.5M +16,645 +4%
SAM
8
Scopus Asset Management
New York
$84.8M +$84.1M +400,000 New
Ameriprise
9
Ameriprise
Minnesota
$79.5M +$13.8M +65,641 +21%
State Street
10
State Street
Massachusetts
$73.7M +$18.3M +87,210 +33%
Citadel Advisors
11
Citadel Advisors
Florida
$73.3M +$22.2M +105,759 +44%
Wells Fargo
12
Wells Fargo
California
$48.3M -$10.7M -50,991 -18%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$41.9M +$11.1M +52,918 +37%
Invesco
14
Invesco
Georgia
$40.6M -$235K -1,117 -0.6%
FAM
15
Fred Alger Management
New York
$37.4M +$18.5M +87,738 +99%
GIM
16
Granahan Investment Management
Massachusetts
$34.2M +$34M +161,512 New
BCA
17
Bernzott Capital Advisors
California
$34.2M +$5.31M +25,248 +19%
Northern Trust
18
Northern Trust
Illinois
$33.9M +$14.2M +67,732 +74%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$33.8M -$1.66M -7,910 -5%
Two Sigma Investments
20
Two Sigma Investments
New York
$30.7M -$13.2M -62,797 -30%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$29.7M +$1.01M +4,800 +4%
TP
22
Toronado Partners
California
$25.5M +$1.63M +7,751 +7%
Bank of America
23
Bank of America
North Carolina
$25.1M -$846K -4,024 -3%
Citigroup
24
Citigroup
New York
$24.2M -$26.1K -124 -0.1%
BNP Paribas Asset Management
25
BNP Paribas Asset Management
France
$24M +$3.71M +17,660 +18%

TREE Hedge Fund Activity: Q2 2021 in Review

240 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q2 2021, worth a combined $2.67B — down 11% from $2.99B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of TREE and 45 opened new positions — a net loss of 3 holders — while 68 trimmed existing stakes and 91 added.

The largest buyer was UBS Group, adding an estimated $114M. The largest seller was ARK Investment Management, cutting an estimated $362M.

  • 240 institutional investors held LendingTree (TREE) as of Q2 2021, down from 243 in Q1 2021.
  • Funds reported $2.67B of LendingTree stock for Q2 2021, down 11% quarter-over-quarter.
  • 45 funds opened new LendingTree positions in Q2 2021 and 48 closed out, a net change of -3 holders.
  • The largest LendingTree buyer in Q2 2021 was UBS Group, an estimated $114M added.
  • The largest LendingTree seller in Q2 2021 was ARK Investment Management, an estimated $362M sold.

Based on aggregated 13F filings for Q2 2021.