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LivePerson
LPSN

149 hedge funds and large institutions have $519M invested in LivePerson in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 41

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

2% more funds holding

Funds holding: 146 → 149 (+3)

0.05% less ownership

Funds ownership: 5.11% → 5.05% (-0.05%)

15% less capital invested

Capital invested by funds: $611M → $519M (-$92.4M)

34% less call options, than puts

Call options by funds: $2.64M | Put options by funds: $4.03M

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
149
Holders Change
+3
Holders Change %
+2.05%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
26
Increased
60
Reduced
41
Closed
22
Calls
$2.64M
Puts
$4.03M
Net Calls
-$1.38M
Net Calls Change
-$1.5M

Top Buyers

Rank Fund Capital Flow
1
RC
RGM Capital
Florida
+$10.9M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$6.98M
3
Renaissance Technologies
Renaissance Technologies
New York
+$6.34M
4
BlackRock
BlackRock
New York
+$3.87M
5
GGHC
Gilder Gagnon Howe & Co
New York
+$3.86M

Top Sellers

Rank Fund Capital Flow
1
MIFH
Migdal Insurance & Financial Holdings
Israel
-$12M
2
PC
Pier Capital
Connecticut
-$6.58M
3
EI
EAM Investors
California
-$5.11M
4
GGPE
Golden Gate Private Equity
California
-$4.52M
5
Morgan Stanley
Morgan Stanley
New York
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$3.64M +$131K +701 +3%
Deutsche Bank
27
Deutsche Bank
Germany
$3.58M +$1.95M +10,406 +101%
Charles Schwab
28
Charles Schwab
California
$3.3M +$93.8K +501 +3%
Ameriprise
29
Ameriprise
Minnesota
$3.22M -$1.2M -6,418 -26%
JP Morgan Chase
30
JP Morgan Chase
New York
$2.98M +$2.29M +12,250 +243%
Citigroup
31
Citigroup
New York
$2.79M +$2.52M +13,471 +498%
CIS
32
Connors Investor Services
Pennsylvania
$2.54M -$26.2K -140 -0.9%
UBS Group
33
UBS Group
Switzerland
$2.41M -$1.16M -6,176 -31%
Goldman Sachs
34
Goldman Sachs
New York
$2.34M +$1.07M +5,728 +73%
Morgan Stanley
35
Morgan Stanley
New York
$2.26M -$3.83M -20,448 -61%
USAA
36
United Services Automobile Association
Texas
$2.25M +$188K +1,006 +8%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$2.08M -$126K -675 -5%
PPA
38
Parametric Portfolio Associates
Washington
$2.06M -$630K -3,366 -22%
Wells Fargo
39
Wells Fargo
California
$2.05M +$1.11M +5,933 +100%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$2.02M -$501K -2,674 -19%
MAG
41
Millrace Asset Group
Pennsylvania
$1.85M +$2.01M +10,744 New
PCM
42
PenderFund Capital Management
British Columbia, Canada
$1.82M +$1.81M +9,670 New
PP
43
PDT Partners
New York
$1.73M – – –
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$1.66M -$157K -840 -8%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$1.48M +$1.26M +6,714 +355%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$1.47M -$112K -600 -7%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$1.41M +$220K +1,175 +17%
TA
48
Teachers Advisors
New York
$1.17M +$41.6K +222 +3%
Legal & General Group
49
Legal & General Group
United Kingdom
$1.16M +$34.6K +185 +3%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$1.1M – – –
1
2
3 4 5

LPSN Hedge Fund Activity: Q4 2017 in Review

149 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q4 2017, worth a combined $519M — down 15% from $611M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LPSN positions and 22 closed out — a net gain of 4 holders — while 60 added to existing stakes and 41 trimmed.

The largest buyer was RGM Capital, adding an estimated $10.9M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $12M.

  • 149 institutional investors held LivePerson (LPSN) as of Q4 2017, up from 146 in Q3 2017.
  • Funds reported $519M of LivePerson stock for Q4 2017, down 15% quarter-over-quarter.
  • 26 funds opened new LivePerson positions in Q4 2017 and 22 closed out, a net change of +4 holders.
  • The largest LivePerson buyer in Q4 2017 was RGM Capital, an estimated $10.9M added.
  • The largest LivePerson seller in Q4 2017 was Migdal Insurance & Financial Holdings, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2017.