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LendingTree

134 hedge funds and large institutions have $286M invested in LendingTree in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more capital invested

Capital invested by funds: $134M → $286M (+$152M)

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

12% more funds holding

Funds holding: 120134 (+14)

6.03% more ownership

Funds ownership: 66.56%72.59% (+6%)

9% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 44

34% less call options, than puts

Call options by funds: $10.3M | Put options by funds: $15.7M

Holders
134
Holders Change
+14
Holders Change %
+11.67%
% of All Funds
1.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
40
Reduced
44
Closed
21
Calls
$10.3M
Puts
$15.7M
Net Calls
-$5.4M
Net Calls Change
+$19K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$46.5M -$1.12M -61,778 -4%
Morgan Stanley
2
Morgan Stanley
New York
$33.4M +$12.2M +671,930 +156%
Vanguard Group
3
Vanguard Group
Pennsylvania
$23.8M +$616K +33,990 +5%
Millennium Management
4
Millennium Management
New York
$10.5M -$5.55M -306,375 -47%
SCM
5
Shenkman Capital Management
New York
$10.4M +$4.05M +223,440 +186%
Jacobs Levy Equity Management
6
Jacobs Levy Equity Management
New Jersey
$10.4M -$67.1K -3,700 -1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$8.8M -$561K -30,962 -10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$7.67M +$108K +5,979 +2%
Charles Schwab
9
Charles Schwab
California
$6.89M +$213K +11,753 +5%
GIPM
10
G2 Investment Partners Management
New York
$6.78M +$3.75M +207,008 +1,240%
State Street
11
State Street
Massachusetts
$6.48M +$146K +8,039 +4%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$6.34M +$931K +51,341 +33%
Renaissance Technologies
13
Renaissance Technologies
New York
$6.13M -$305K -16,800 -8%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$5.86M -$185K -10,200 -5%
Federated Hermes
15
Federated Hermes
Pennsylvania
$5.22M -$48.4K -2,669 -2%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$5.06M +$1.39M +76,805 +85%
BGC
17
Blue Grotto Capital
Georgia
$4.93M +$2.95M +162,592 New
Assenagon Asset Management
18
Assenagon Asset Management
Luxembourg
$4.5M -$753K -41,544 -22%
BCM
19
Bridgeway Capital Management
Texas
$4.45M +$2.18M +120,296 +456%
Invesco
20
Invesco
Georgia
$4.06M +$1.83M +101,040 +308%
N
21
Nuveen
North Carolina
$3.27M +$1.51M +83,173 +338%
Two Sigma Investments
22
Two Sigma Investments
New York
$3.24M -$590K -32,524 -23%
AQR Capital Management
23
AQR Capital Management
Connecticut
$2.96M -$375K -20,710 -18%
Northern Trust
24
Northern Trust
Illinois
$2.69M +$43.9K +2,421 +3%
KHCM
25
Kettle Hill Capital Management
New York
$2.36M +$1.41M +77,855 New

TREE Hedge Fund Activity: Q4 2023 in Review

134 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in LendingTree (TREE) for Q4 2023, worth a combined $286M — up 114% from $134M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new TREE positions and 21 closed out — a net gain of 15 holders — while 40 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.2M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $7.98M sold.

  • 134 institutional investors held LendingTree (TREE) as of Q4 2023, up from 120 in Q3 2023.
  • Funds reported $286M of LendingTree stock for Q4 2023, up 114% quarter-over-quarter.
  • 36 funds opened new LendingTree positions in Q4 2023 and 21 closed out, a net change of +15 holders.
  • The largest LendingTree buyer in Q4 2023 was Morgan Stanley, an estimated $12.2M added.
  • The largest LendingTree seller in Q4 2023 was Baillie Gifford & Co, an estimated $7.98M sold.

Based on aggregated 13F filings for Q4 2023.