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LivePerson

119 hedge funds and large institutions have $335M invested in LivePerson in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 39

11% more call options, than puts

Call options by funds: $354K | Put options by funds: $319K

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

5% more capital invested

Capital invested by funds: $319M → $335M (+$15.6M)

0% more funds holding

Funds holding: 119119 (0)

Holders
119
Holders Change
Holders Change %
0%
% of All Funds
3.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
51
Reduced
39
Closed
13
Calls
$354K
Puts
$319K
Net Calls
+$35K
Net Calls Change
-$332K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$2.54M +$71.5K +490 +3%
PCM
27
Portolan Capital Management
Massachusetts
$2.37M +$757K +5,189 +45%
Wells Fargo
28
Wells Fargo
California
$2.29M +$625K +4,281 +36%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$2.29M +$246K +1,682 +12%
RFC
30
Russell Frank Company
Washington
$2.15M -$686K -4,703 -24%
CRCM
31
Crystal Rock Capital Management
Illinois
$1.98M -$545K -3,735 -21%
Ameriprise
32
Ameriprise
Minnesota
$1.78M +$39K +267 +2%
BIM
33
BlackRock Investment Management
Delaware
$1.7M +$80.3K +550 +5%
MSA
34
Mason Street Advisors
Wisconsin
$1.66M +$1.65M +11,278 +2,462%
HAM
35
Harber Asset Management
North Carolina
$1.57M -$426K -2,922 -21%
Bank of America
36
Bank of America
North Carolina
$1.53M -$222K -1,519 -12%
FPA
37
Fieldpoint Private Advisors
New York
$1.34M -$229K -1,570 -14%
Charles Schwab
38
Charles Schwab
California
$1.28M +$142K +975 +12%
NTCOC
39
Northern Trust Company of Connecticut
Connecticut
$1.23M -$640K -4,383 -34%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$1.22M +$154K +1,053 +14%
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$1.17M -$25.4K -174 -2%
Morgan Stanley
42
Morgan Stanley
New York
$1.13M +$879K +6,021 +309%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.12M +$226K +1,547 +24%
Prudential Financial
44
Prudential Financial
New Jersey
$1.09M +$5.84K +40 +0.5%
USAA
45
United Services Automobile Association
Texas
$1.08M +$15.6K +107 +1%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$1.07M
Invesco
47
Invesco
Georgia
$982K +$224K +1,537 +28%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$935K +$29.9K +205 +3%
AllianceBernstein
49
AllianceBernstein
Tennessee
$921K -$19.1K -131 -2%
Allianz Asset Management
50
Allianz Asset Management
Germany
$900K +$929K +6,366 New

LPSN Hedge Fund Activity: Q3 2013 in Review

119 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q3 2013, worth a combined $335M — up 4.9% from $319M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LPSN positions and 13 closed out — a net gain of 1 holder — while 51 added to existing stakes and 39 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $11.1M. The largest seller was Janus Henderson Investors US, cutting an estimated $24.1M.

  • 119 institutional investors held LivePerson (LPSN) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $335M of LivePerson stock for Q3 2013, up 4.9% quarter-over-quarter.
  • 14 funds opened new LivePerson positions in Q3 2013 and 13 closed out, a net change of +1 holder.
  • The largest LivePerson buyer in Q3 2013 was ClearBridge Investments, an estimated $11.1M added.
  • The largest LivePerson seller in Q3 2013 was Janus Henderson Investors US, an estimated $24.1M sold.

Based on aggregated 13F filings for Q3 2013.