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TREE Holdings Changes image
This page summarizes the TREE holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether TREE is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2023
 Share Count 
12/31/2023
 Share Count 
Change% Change
13F Filers Increasing TREE Share Count
Citigroup Inc. 117 1,592 +1,475 +1260.68%
G2 Investment Partners Management LLC 16,700 223,708 +207,008 +1239.57%
Group One Trading L.P. 4,645 51,415 +46,770 +1006.89%
Glassman Wealth Services 9 76 +67 +744.44%
Bridgeway Capital Management Inc. 26,365 146,661 +120,296 +456.27%
JPMorgan Chase & Co. 7,008 31,884 +24,876 +354.97%
Nuveen Asset Management LLC 24,635 107,808 +83,173 +337.62%
Invesco Ltd. 32,769 133,809 +101,040 +308.34%
Advisor Group Holdings Inc. 6,510 21,143 +14,633 +224.78%
Public Employees Retirement System of Ohio 550 1,584 +1,034 +188.00%
Shenkman Capital Management Inc. 120,000 343,440 +223,440 +186.20%
Susquehanna International Group LLP 26,200 67,974 +41,774 +159.44%
Acadian Asset Management LLC 90,014 166,819 +76,805 +85.33%
UBS Group AG 6,542 12,033 +5,491 +83.93%
Tower Research Capital LLC TRC 1,674 2,995 +1,321 +78.91%
Trexquant Investment LP 38,154 57,968 +19,814 +51.93%
Cullen Capital Management LLC 28,683 43,327 +14,644 +51.05%
Deutsche Bank AG 4,845 6,949 +2,104 +43.43%
State of Wyoming 3,500 4,816 +1,316 +37.60%
D. E. Shaw & Co. Inc. 157,783 209,124 +51,341 +32.54%
Principal Financial Group Inc. 13,223 17,367 +4,144 +31.34%
Intellectus Partners LLC 16,050 20,800 +4,750 +29.60%
State of Wisconsin Investment Board 55,494 71,794 +16,300 +29.37%
Wells Fargo & Company MN 2,650 3,400 +750 +28.30%
Morgan Stanley 430,852 551,391 +120,539 +27.98%
BNP Paribas Arbitrage SA 36,560 44,088 +7,528 +20.59%
Empowered Funds LLC 26,365 28,861 +2,496 +9.47%
Hsbc Holdings PLC 21,905 23,862 +1,957 +8.93%
Charles Schwab Investment Management Inc. 215,549 227,302 +11,753 +5.45%
Sunbelt Securities Inc. 15,448 16,193 +745 +4.82%
Vanguard Group Inc. 751,273 785,263 +33,990 +4.52%
State Street Corp 205,617 213,656 +8,039 +3.91%
Northern Trust Corp 86,456 88,877 +2,421 +2.80%
Geode Capital Management LLC 246,805 252,784 +5,979 +2.42%
Voya Investment Management LLC 11,545 11,757 +212 +1.84%
Rhumbline Advisers 16,094 16,388 +294 +1.83%
Mirae Asset Global Investments Co. Ltd. 31,727 32,280 +553 +1.74%
Mariner LLC 57,761 58,480 +719 +1.24%
American International Group Inc. 5,247 5,292 +45 +0.86%
Congress Asset Management Co. MA 18,792 18,862 +70 +0.37%
13F Filers Reporting New Positions In TREE
Proequities Inc. 0 0 UNCH 100%
Principal Securities Inc. 0 1 +1 +100%
US Bancorp DE 0 6,758 +6,758 +100%
Sei Investments Co. 0 11,677 +11,677 +100%
The PNC Financial Services Group Inc. 0 33 +33 +100%
Valley National Advisers Inc. 0 95 +95 +100%
Tudor Investment Corp Et Al 0 32,422 +32,422 +100%
Martingale Asset Management L P 0 10,075 +10,075 +100%
Prudential Financial Inc. 0 14,944 +14,944 +100%
Los Angeles Capital Management & Equity Research Inc. 0 64,168 +64,168 +100%
Emerald Mutual Fund Advisers Trust 0 33,296 +33,296 +100%
Kettle Hill Capital Management LLC 0 77,855 +77,855 +100%
J. Goldman & Co LP 0 6,806 +6,806 +100%
Two Sigma Securities LLC 0 38,248 +38,248 +100%
SG Capital Management LLC 0 39,452 +39,452 +100%
EAM Investors LLC 0 24,012 +24,012 +100%
Brevan Howard Capital Management LP 0 17,230 +17,230 +100%
Dynamic Technology Lab Private Ltd 0 40,895 +40,895 +100%
Boothbay Fund Management LLC 0 56,925 +56,925 +100%
Jane Street Group LLC 0 25,244 +25,244 +100%
Connor Clark & Lunn Investment Management Ltd. 0 13,469 +13,469 +100%
Alta Park Capital LP 0 75,755 +75,755 +100%
Point72 Asia Singapore Pte. Ltd. 0 3,623 +3,623 +100%
Bristlecone Advisors LLC 0 6,642 +6,642 +100%
Cornerstone Wealth Management LLC 0 8,324 +8,324 +100%
Atom Investors LP 0 22,851 +22,851 +100%
PEAK6 Investments LLC 0 19,063 +19,063 +100%
Blue Grotto Capital LLC 0 162,592 +162,592 +100%
Coppell Advisory Solutions LLC 0 1 +1 +100%
Quest Partners LLC 0 3,390 +3,390 +100%
AJOVista LLC 0 329 +329 +100%
AXQ Capital LP 0 7,990 +7,990 +100%
Signature Resources Capital Management LLC 0 3 +3 +100%
Farther Finance Advisors LLC 0 154 +154 +100%
Susquehanna Portfolio Strategies LLC 0 7,900 +7,900 +100%
GAMMA Investing LLC 0 25 +25 +100%
Private Wealth Management Group LLC 0 104 +104 +100%
13F Filers With Unchanged Share Count
Metropolitan Life Insurance Co NY 528 528 UNCH 0.00%
Legal & General Group Plc 960 960 UNCH 0.00%
Bessemer Group Inc. 48 48 UNCH 0.00%
Ameritas Investment Partners Inc. 911 911 UNCH 0.00%
Farmers & Merchants Investments Inc. 7 7 UNCH 0.00%
Grantham Mayo Van Otterloo & Co. LLC 10,452 10,452 UNCH 0.00%
Signaturefd LLC 550 550 UNCH 0.00%
Highlander Capital Management LLC 8 8 UNCH 0.00%
Allworth Financial LP 685 685 UNCH 0.00%
Tortoise Investment Management LLC 28 28 UNCH 0.00%
Compagnie Lombard Odier SCmA 30 30 UNCH 0.00%
Founders Capital Management 76 76 UNCH 0.00%
Armstrong Advisory Group Inc. 3 3 UNCH 0.00%
Fund 1 Investments LLC 34,015 34,015 UNCH 0.00%
13F Filers Decreasing TREE Share Count
Whittier Trust Co. 171 5 -166 -97.08%
Nisa Investment Advisors LLC 500 24 -476 -95.20%
Cubist Systematic Strategies LLC 190,183 24,885 -165,298 -86.92%
Citadel Advisors LLC 22,908 3,665 -19,243 -84.00%
Engineers Gate Manager LP 37,647 9,923 -27,724 -73.64%
Susquehanna Fundamental Investments LLC 25,155 6,961 -18,194 -72.33%
Bank of America Corp DE 114,221 34,359 -79,862 -69.92%
Qube Research & Technologies Ltd 116,481 37,039 -79,442 -68.20%
Formula Growth Ltd. 113,223 41,243 -71,980 -63.57%
Versant Capital Management Inc 64 32 -32 -50.00%
Parallel Advisors LLC 20 10 -10 -50.00%
Squarepoint Ops LLC 24,739 12,724 -12,015 -48.57%
Millennium Management LLC 651,730 345,355 -306,375 -47.01%
Asset Management One Co. Ltd. 3,432 2,023 -1,409 -41.05%
Royal Bank of Canada 10,629 6,466 -4,163 -39.17%
Goldman Sachs Group Inc. 74,533 48,878 -25,655 -34.42%
EverSource Wealth Advisors LLC 62 43 -19 -30.65%
Covestor Ltd 4 3 -1 -25.00%
Barclays PLC 19,186 14,475 -4,711 -24.55%
California State Teachers Retirement System 2,320 1,752 -568 -24.48%
Two Sigma Investments LP 139,319 106,795 -32,524 -23.34%
MetLife Investment Management LLC 6,402 4,952 -1,450 -22.65%
Russell Investments Group Ltd. 36,341 28,249 -8,092 -22.27%
Assenagon Asset Management S.A. 189,846 148,302 -41,544 -21.88%
Nebula Research & Development LLC 17,069 14,073 -2,996 -17.55%
AQR Capital Management LLC 118,281 97,571 -20,710 -17.51%
CWM LLC 92 76 -16 -17.39%
Headlands Technologies LLC 1,935 1,611 -324 -16.74%
Price T Rowe Associates Inc. MD 18,846 16,157 -2,689 -14.27%
Alliancebernstein L.P. 23,340 20,720 -2,620 -11.23%
Amalgamated Bank 1,219 1,100 -119 -9.76%
Dimensional Fund Advisors LP 321,185 290,223 -30,962 -9.64%
Renaissance Technologies LLC 218,800 202,000 -16,800 -7.68%
Two Sigma Advisers LP 203,500 193,300 -10,200 -5.01%
SG Americas Securities LLC 10,076 9,585 -491 -4.87%
Bank of New York Mellon Corp 40,985 39,004 -1,981 -4.83%
BlackRock Inc. 1,594,985 1,533,207 -61,778 -3.87%
FMR LLC 42,702 41,190 -1,512 -3.54%
Quent Capital LLC 125 122 -3 -2.40%
Federated Hermes Inc. 174,967 172,298 -2,669 -1.53%
Jacobs Levy Equity Management Inc. 345,292 341,592 -3,700 -1.07%
LPL Financial LLC 10,752 10,713 -39 -0.36%
Acorn Financial Advisory Services Inc. ADV 13,035 13,019 -16 -0.12%
New York State Common Retirement Fund 5,091 5,090 -1 -0.02%
13F Filers Exiting TREE
Allspring Global Investments Holdings LLC 1,043 0 -1,043 -100.00%
Tucker Asset Management LLC 1 0 -1 -100.00%
Keebeck Alpha LP 12,491 0 -12,491 -100.00%
Y Intercept Hong Kong Ltd 18,537 0 -18,537 -100.00%
Walleye Capital LLC 15,811 0 -15,811 -100.00%
Quadrant Capital Group LLC 27 0 -27 -100.00%
Point72 Asset Management L.P. 1 0 -1 -100.00%
Healthcare of Ontario Pension Plan Trust Fund 66,500 0 -66,500 -100.00%
Cutler Group LP 1,862 0 -1,862 -100.00%
Quantbot Technologies LP 2,816 0 -2,816 -100.00%
Simplex Trading LLC 18,253 0 -18,253 -100.00%
IMA Wealth Inc. 85 0 -85 -100.00%
Verition Fund Management LLC 13,804 0 -13,804 -100.00%
Walleye Trading LLC 1,706 0 -1,706 -100.00%
Prelude Capital Management LLC 12,593 0 -12,593 -100.00%
Marshall Wace LLP 12,100 0 -12,100 -100.00%
Baillie Gifford & Co. 515,100 0 -515,100 -100.00%
AXA S.A. 34,800 0 -34,800 -100.00%
Ameriprise Financial Inc. 22,176 0 -22,176 -100.00%
Stephens Inc. AR 31,438 0 -31,438 -100.00%
Teachers Retirement System of The State of Kentucky 386 0 -386 -100.00%

See Summary: Institutional Holders of TREE
See Details: Top 10 Hedge Funds Holding TREE
Also See: TREE Insider Buying

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