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LendingTree

230 hedge funds and large institutions have $1.63B invested in LendingTree in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 61 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 61

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0% less call options, than puts

Call options by funds: $45.1M | Put options by funds: $45.1M

4% less funds holding

Funds holding: 240230 (-10)

7.42% less ownership

Funds ownership: 95.08%87.66% (-7.4%)

20% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 40

39% less capital invested

Capital invested by funds: $2.67B → $1.63B (-$1.04B)

Holders
230
Holders Change
-10
Holders Change %
-4.17%
% of All Funds
4.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
32
Increased
107
Reduced
61
Closed
40
Calls
$45.1M
Puts
$45.1M
Net Calls
-$40K
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$183M -$23.3M -133,099 -9%
BlackRock
2
BlackRock
New York
$182M +$11.2M +63,713 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$152M +$1.05M +5,975 +0.6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$81.3M -$60.6M -345,347 -37%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$81.2M -$6.57M -37,463 -6%
UBS Group
6
UBS Group
Switzerland
$73.8M -$3.21M -18,314 -3%
Citadel Advisors
7
Citadel Advisors
Florida
$60M +$14.6M +83,319 +24%
TCM
8
TimesSquare Capital Management
New York
$57M -$2.96M -16,865 -4%
State Street
9
State Street
Massachusetts
$49.1M +$562K +3,204 +0.9%
Ameriprise
10
Ameriprise
Minnesota
$31.4M -$26.4M -150,446 -40%
FAM
11
Fred Alger Management
New York
$28.3M +$4.53M +25,851 +15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$27.9M +$285K +1,626 +0.8%
Invesco
13
Invesco
Georgia
$25.7M -$1.34M -7,657 -4%
Goldman Sachs
14
Goldman Sachs
New York
$22.4M +$11.8M +67,508 +73%
BCA
15
Bernzott Capital Advisors
California
$21.9M -$786K -4,483 -3%
Northern Trust
16
Northern Trust
Illinois
$21.7M -$802K -4,575 -3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$20.7M -$2.07M -11,796 -7%
GIM
18
Granahan Investment Management
Massachusetts
$19.4M -$4.01M -22,857 -14%
Norges Bank
19
Norges Bank
Norway
$18M +$5.36M +30,552 +31%
Millennium Management
20
Millennium Management
New York
$17.1M +$10.2M +58,335 +91%
Bank of America
21
Bank of America
North Carolina
$16M -$747K -4,258 -4%
BNP Paribas Asset Management
22
BNP Paribas Asset Management
France
$15.7M -$188K -1,070 -0.9%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$15.6M +$10.4M +59,104 +112%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$14.8M +$467K +2,662 +3%
Morgan Stanley
25
Morgan Stanley
New York
$14.5M +$8.85M +50,470 +95%

TREE Hedge Fund Activity: Q3 2021 in Review

230 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q3 2021, worth a combined $1.63B — down 39% from $2.67B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of TREE and 32 opened new positions — a net loss of 8 holders — while 61 trimmed existing stakes and 107 added.

The largest buyer was Citadel Advisors, adding an estimated $14.6M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $84.8M sold.

  • 230 institutional investors held LendingTree (TREE) as of Q3 2021, down from 240 in Q2 2021.
  • Funds reported $1.63B of LendingTree stock for Q3 2021, down 39% quarter-over-quarter.
  • 32 funds opened new LendingTree positions in Q3 2021 and 40 closed out, a net change of -8 holders.
  • The largest LendingTree buyer in Q3 2021 was Citadel Advisors, an estimated $14.6M added.
  • The largest LendingTree seller in Q3 2021 was Scopus Asset Management, an estimated $84.8M sold.

Based on aggregated 13F filings for Q3 2021.