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LivePerson

128 hedge funds and large institutions have $541M invested in LivePerson in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,433% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $213K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

16% more capital invested

Capital invested by funds: $467M → $541M (+$74.3M)

12% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 43

2% more funds holding

Funds holding: 125128 (+3)

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
19
Increased
48
Reduced
43
Closed
14
Calls
$3.27M
Puts
$213K
Net Calls
+$3.05M
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$3.76M -$222K -1,082 -6%
MTWSIF
27
Mivtachim The Workers Social Insurance Fund
Israel
$3.5M -$1.11M -5,413 -25%
Charles Schwab
28
Charles Schwab
California
$3.26M +$1.08M +5,277 +52%
MMH
29
Menora Mivtachim Holdings
Israel
$3.25M -$1.23M -6,000 -28%
PCM
30
Proxima Capital Management
New York
$3.22M +$1.18M +5,756 +61%
Ameriprise
31
Ameriprise
Minnesota
$3.1M +$85K +414 +3%
Morgan Stanley
32
Morgan Stanley
New York
$3.05M +$567K +2,762 +24%
BIM
33
BlackRock Investment Management
Delaware
$2.59M -$5.34K -26 -0.2%
CRCM
34
Crystal Rock Capital Management
Illinois
$2.52M +$117K +571 +5%
MC
35
Maplelane Capital
New York
$2.47M +$2.4M +11,667 New
Wells Fargo
36
Wells Fargo
California
$2.38M -$730K -3,554 -24%
Invesco
37
Invesco
Georgia
$2.3M +$214K +1,044 +11%
FPA
38
Fieldpoint Private Advisors
New York
$2.16M -$7.6K -37 -0.4%
RAM
39
Roanoke Asset Management
New Jersey
$2.02M +$168K +817 +9%
Allianz Asset Management
40
Allianz Asset Management
Germany
$2.01M -$210K -1,021 -10%
Prudential Financial
41
Prudential Financial
New Jersey
$1.95M +$478K +2,327 +34%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$1.71M
Deutsche Bank
43
Deutsche Bank
Germany
$1.66M +$174K +849 +12%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$1.58M -$20.5K -100 -1%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$1.42M +$5.75K +28 +0.4%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$1.4M -$600K -2,920 -26%
Comerica Bank
47
Comerica Bank
Texas
$1.36M +$667K +3,249 +102%
ACH
48
ArrowMark Colorado Holdings
Colorado
$1.33M +$796K +3,875 +161%
AllianceBernstein
49
AllianceBernstein
Tennessee
$1.33M
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.32M +$24.6K +120 +2%

LPSN Hedge Fund Activity: Q4 2014 in Review

128 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q4 2014, worth a combined $541M — up 16% from $467M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new LPSN positions and 14 closed out — a net gain of 5 holders — while 48 added to existing stakes and 43 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $8.05M. The largest seller was ClearBridge Investments, cutting an estimated $8.32M.

  • 128 institutional investors held LivePerson (LPSN) as of Q4 2014, up from 125 in Q3 2014.
  • Funds reported $541M of LivePerson stock for Q4 2014, up 16% quarter-over-quarter.
  • 19 funds opened new LivePerson positions in Q4 2014 and 14 closed out, a net change of +5 holders.
  • The largest LivePerson buyer in Q4 2014 was Lord, Abbett & Co, an estimated $8.05M added.
  • The largest LivePerson seller in Q4 2014 was ClearBridge Investments, an estimated $8.32M sold.

Based on aggregated 13F filings for Q4 2014.