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LivePerson
LPSN

125 hedge funds and large institutions have $455M invested in LivePerson in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,083% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $120K

7% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 42

4% less funds holding

Funds holding: 130 → 125 (-5)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

16% less capital invested

Capital invested by funds: $540M → $455M (-$85M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
125
Holders Change
-5
Holders Change %
-3.85%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
18
Increased
45
Reduced
42
Closed
20
Calls
$1.42M
Puts
$120K
Net Calls
+$1.3M
Net Calls Change
-$1.75M

Top Buyers

Rank Fund Capital Flow
1
GIM
Granahan Investment Management
Massachusetts
+$10.5M
2
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$4.87M
3
Morgan Stanley
Morgan Stanley
New York
+$4.53M
4
First Trust Advisors
First Trust Advisors
Illinois
+$4.34M
5
KSC
Kendall Square Capital
California
+$4.32M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.62M
2
PM
Pembroke Management
Quebec, Canada
-$3.27M
3
AAP
Ardsley Advisory Partners
Connecticut
-$2.89M
4
CCPM
Cooper Creek Partners Management
New York
-$2.34M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
USAA
26
United Services Automobile Association
Texas
$3.5M +$584K +2,918 +18%
PVH
27
Psagot Value Holdings
Israel
$3.41M – – –
Geode Capital Management
28
Geode Capital Management
Massachusetts
$3.38M +$396K +1,979 +12%
CIS
29
Connors Investor Services
Pennsylvania
$3.27M -$23.8K -119 -0.7%
RFC
30
Russell Frank Company
Washington
$3.11M -$144K -722 -3%
Wells Fargo
31
Wells Fargo
California
$2.76M +$347K +1,735 +13%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$2.74M -$2M -10,012 -40%
Renaissance Technologies
33
Renaissance Technologies
New York
$2.48M +$2.74M +13,708 New
Ameriprise
34
Ameriprise
Minnesota
$2.39M +$47.6K +238 +2%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$2.19M +$1.66M +8,308 +218%
BIM
36
BlackRock Investment Management
Delaware
$2.17M +$18.2K +91 +0.8%
CRCM
37
Crystal Rock Capital Management
Illinois
$2M -$387K -1,932 -15%
Invesco
38
Invesco
Georgia
$1.91M +$365K +1,822 +21%
Allianz Asset Management
39
Allianz Asset Management
Germany
$1.85M – – –
Deutsche Bank
40
Deutsche Bank
Germany
$1.76M +$1.62M +8,112 +498%
FPA
41
Fieldpoint Private Advisors
New York
$1.71M – – –
Charles Schwab
42
Charles Schwab
California
$1.69M +$42.4K +212 +2%
Bank of America
43
Bank of America
North Carolina
$1.68M -$430K -2,147 -19%
HAM
44
Harber Asset Management
North Carolina
$1.66M -$547K -2,734 -23%
RAM
45
Roanoke Asset Management
New Jersey
$1.56M -$44.8K -224 -3%
Prudential Financial
46
Prudential Financial
New Jersey
$1.47M +$15.6K +78 +1%
Jane Street
47
Jane Street
New York
$1.46M +$1.27M +6,338 +364%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$1.46M -$17.4K -87 -1%
EGM
49
Espalier Global Management
New York
$1.39M +$1.53M +7,667 New
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$1.37M – – –
1
2
3 4 5

LPSN Hedge Fund Activity: Q1 2014 in Review

125 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q1 2014, worth a combined $455M — down 16% from $540M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of LPSN and 18 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 45 added.

The largest buyer was Granahan Investment Management, adding an estimated $10.5M. The largest seller was Fidelity Investments, cutting an estimated $7.62M.

  • 125 institutional investors held LivePerson (LPSN) as of Q1 2014, down from 130 in Q4 2013.
  • Funds reported $455M of LivePerson stock for Q1 2014, down 16% quarter-over-quarter.
  • 18 funds opened new LivePerson positions in Q1 2014 and 20 closed out, a net change of -2 holders.
  • The largest LivePerson buyer in Q1 2014 was Granahan Investment Management, an estimated $10.5M added.
  • The largest LivePerson seller in Q1 2014 was Fidelity Investments, an estimated $7.62M sold.

Based on aggregated 13F filings for Q1 2014.