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LendingTree

145 hedge funds and large institutions have $273M invested in LendingTree in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $220M → $273M (+$53.7M)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 146145 (-1)

1.81% less ownership

Funds ownership: 81.64%79.83% (-1.8%)

19% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 54

72% less call options, than puts

Call options by funds: $2.71M | Put options by funds: $9.62M

Holders
145
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
44
Reduced
54
Closed
21
Calls
$2.71M
Puts
$9.62M
Net Calls
-$6.91M
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$62.1M -$4.42M -134,730 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$28.7M +$4.75M +144,770 +16%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$15M -$91.8K -2,799 -0.5%
State Street
4
State Street
Massachusetts
$10.9M +$15.2K +462 +0.1%
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$8.97M -$407K -12,415 -4%
American Century Companies
6
American Century Companies
Missouri
$8.18M +$10.1M +307,332 New
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$7.31M -$2.41M -73,602 -21%
Federated Hermes
8
Federated Hermes
Pennsylvania
$7.19M +$3.13M +95,363 +55%
Morgan Stanley
9
Morgan Stanley
New York
$6.85M +$754K +22,979 +10%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$6.53M +$3.39M +103,460 +73%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$5.95M +$167K +5,095 +2%
Nordea Investment Management
12
Nordea Investment Management
Sweden
$5.57M +$2.75M +83,875 +64%
HighTower Advisors
13
HighTower Advisors
Illinois
$5.52M +$1.68M +51,125 +32%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$5.43M -$469K -14,300 -7%
Two Sigma Investments
15
Two Sigma Investments
New York
$5.08M -$466K -14,211 -7%
Charles Schwab
16
Charles Schwab
California
$4.59M +$724K +22,081 +15%
N
17
Nuveen
North Carolina
$4.13M +$4.27M +130,102 +522%
Citadel Advisors
18
Citadel Advisors
Florida
$4.13M +$555K +16,909 +12%
Invesco
19
Invesco
Georgia
$3.57M +$60.6K +1,847 +1%
Renaissance Technologies
20
Renaissance Technologies
New York
$3.55M -$4.07M -124,000 -48%
Goldman Sachs
21
Goldman Sachs
New York
$3.47M +$103K +3,140 +2%
Bank of America
22
Bank of America
North Carolina
$3.45M -$402K -12,261 -9%
Voloridge Investment Management
23
Voloridge Investment Management
Florida
$3.26M +$2.92M +89,089 +268%
Northern Trust
24
Northern Trust
Illinois
$2.94M -$105K -3,191 -3%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$2.88M -$526K -16,021 -13%

TREE Hedge Fund Activity: Q1 2023 in Review

145 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q1 2023, worth a combined $273M — up 24% from $220M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TREE positions and 21 closed out — a net gain of 1 holder — while 44 added to existing stakes and 54 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $10.1M. The largest seller was Granahan Investment Management, cutting an estimated $10.5M.

  • 145 institutional investors held LendingTree (TREE) as of Q1 2023, down from 146 in Q4 2022.
  • Funds reported $273M of LendingTree stock for Q1 2023, up 24% quarter-over-quarter.
  • 22 funds opened new LendingTree positions in Q1 2023 and 21 closed out, a net change of +1 holder.
  • The largest LendingTree buyer in Q1 2023 was American Century Companies, an estimated $10.1M added.
  • The largest LendingTree seller in Q1 2023 was Granahan Investment Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2023.