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LivePerson
LPSN

130 hedge funds and large institutions have $540M invested in LivePerson in 2013 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,612% more call options, than puts

Call options by funds: $3.24M | Put options by funds: $189K

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

61% more capital invested

Capital invested by funds: $335M → $540M (+$205M)

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

9% more funds holding

Funds holding: 119 → 130 (+11)

Holders
130
Holders Change
+11
Holders Change %
+9.24%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.09%
New
28
Increased
50
Reduced
40
Closed
16
Calls
$3.24M
Puts
$189K
Net Calls
+$3.05M
Net Calls Change
+$3.01M

Top Buyers

Rank Fund Capital Flow
1
GIM
Granahan Investment Management
Massachusetts
+$10.8M
2
AWMDMG
Austin W. Marxe & David M. Greenhouse
New York
+$4.59M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.16M
4
PM
Pembroke Management
Quebec, Canada
+$2.79M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.75M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$5.96M
3
JHIU
Janus Henderson Investors US
Colorado
-$4.48M
4
KSC
Kendall Square Capital
California
-$3.38M
5
CM
Castleark Management
Illinois
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$3.71M +$88K +530 +3%
USAA
27
United Services Automobile Association
Texas
$3.65M +$1.46M +8,806 +116%
CM
28
Castleark Management
Illinois
$3.33M -$2M -12,060 -45%
Wells Fargo
29
Wells Fargo
California
$3M -$443K -2,667 -16%
AAP
30
Ardsley Advisory Partners
Connecticut
$2.89M +$2.16M +13,000 New
CRCM
31
Crystal Rock Capital Management
Illinois
$2.88M -$169K -1,020 -7%
Ameriprise
32
Ameriprise
Minnesota
$2.88M +$68.9K +415 +3%
PCM
33
Portolan Capital Management
Massachusetts
$2.88M -$628K -3,785 -23%
HAM
34
Harber Asset Management
North Carolina
$2.64M +$128K +772 +7%
BIM
35
BlackRock Investment Management
Delaware
$2.64M -$27.2K -164 -1%
Bank of America
36
Bank of America
North Carolina
$2.54M +$96.1K +579 +5%
CCPM
37
Cooper Creek Partners Management
New York
$2.34M +$1.75M +10,545 New
Allianz Asset Management
38
Allianz Asset Management
Germany
$2.27M +$639K +3,847 +60%
Goldman Sachs
39
Goldman Sachs
New York
$2.11M +$818K +4,928 +108%
FPA
40
Fieldpoint Private Advisors
New York
$2.1M -$4.98K -30 -0.3%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$2.08M +$1.56M +9,369 New
Charles Schwab
42
Charles Schwab
California
$2.03M +$42.2K +254 +3%
NTCOC
43
Northern Trust Company of Connecticut
Connecticut
$2.02M +$65.2K +393 +5%
KSC
44
Kendall Square Capital
California
$1.99M -$3.38M -20,364 -69%
RAM
45
Roanoke Asset Management
New Jersey
$1.97M +$969K +5,838 +193%
Invesco
46
Invesco
Georgia
$1.93M +$292K +1,759 +25%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.86M -$24.4K -147 -2%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$1.81M -$24.2K -146 -2%
LCM
49
Leonard Capital Management
Florida
$1.8M +$498K +3,000 +59%
Prudential Financial
50
Prudential Financial
New Jersey
$1.79M +$61.9K +373 +5%
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LPSN Hedge Fund Activity: Q4 2013 in Review

130 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q4 2013, worth a combined $540M — up 61% from $335M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new LPSN positions and 16 closed out — a net gain of 12 holders — while 50 added to existing stakes and 40 trimmed.

The largest buyer was Granahan Investment Management, adding an estimated $10.8M. The largest seller was Fidelity Investments, cutting an estimated $12.4M.

  • 130 institutional investors held LivePerson (LPSN) as of Q4 2013, up from 119 in Q3 2013.
  • Funds reported $540M of LivePerson stock for Q4 2013, up 61% quarter-over-quarter.
  • 28 funds opened new LivePerson positions in Q4 2013 and 16 closed out, a net change of +12 holders.
  • The largest LivePerson buyer in Q4 2013 was Granahan Investment Management, an estimated $10.8M added.
  • The largest LivePerson seller in Q4 2013 was Fidelity Investments, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2013.