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LivePerson
LPSN

143 hedge funds and large institutions have $768M invested in LivePerson in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

48% more capital invested

Capital invested by funds: $519M → $768M (+$249M)

16% more call options, than puts

Call options by funds: $12M | Put options by funds: $10.4M

4% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 48

0.16% more ownership

Funds ownership: 5.05% → 5.21% (+0.16%)

4% less funds holding

Funds holding: 149 → 143 (-6)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
143
Holders Change
-6
Holders Change %
-4.03%
% of All Funds
3.28%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
19
Increased
50
Reduced
48
Closed
24
Calls
$12M
Puts
$10.4M
Net Calls
+$1.64M
Net Calls Change
+$3.02M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.6M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$7.35M
3
RC
RGM Capital
Florida
+$7.22M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
+$5.13M
5
PC
Pier Capital
Connecticut
+$5.03M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$6.39M
2
Prudential Financial
Prudential Financial
New Jersey
-$3.43M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.09M
4
Invesco
Invesco
Georgia
-$2.06M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$1.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$5.1M -$186K -927 -4%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$4.7M -$2.09M -10,449 -35%
Ameriprise
28
Ameriprise
Minnesota
$4.69M +$88.7K +443 +2%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$4.64M -$1.94M -9,675 -34%
Charles Schwab
30
Charles Schwab
California
$4.63M -$55.6K -278 -1%
Invesco
31
Invesco
Georgia
$4.57M -$2.06M -10,272 -36%
TCIM
32
TIAA CREF Investment Management
New York
$4.36M -$662K -3,307 -16%
PCM
33
PenderFund Capital Management
British Columbia, Canada
$3.83M +$1.14M +5,706 +59%
CIS
34
Connors Investor Services
Pennsylvania
$3.55M -$51.2K -256 -2%
Prudential Financial
35
Prudential Financial
New Jersey
$3.38M -$3.43M -17,139 -55%
MAG
36
Millrace Asset Group
Pennsylvania
$3.28M +$530K +2,646 +25%
USAA
37
United Services Automobile Association
Texas
$3.22M +$19K +95 +0.7%
Citigroup
38
Citigroup
New York
$3.14M -$674K -3,369 -21%
PPA
39
Parametric Portfolio Associates
Washington
$3.09M +$129K +646 +5%
JP Morgan Chase
40
JP Morgan Chase
New York
$3.08M -$950K -4,746 -27%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$3.02M +$43.2K +216 +2%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$2.89M +$17.4K +87 +0.7%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$2.74M +$309K +1,546 +16%
UBS Group
44
UBS Group
Switzerland
$2.69M -$601K -3,004 -22%
Goldman Sachs
45
Goldman Sachs
New York
$2.63M -$574K -2,868 -21%
PP
46
PDT Partners
New York
$2.46M – – –
RA
47
Royce & Associates
New York
$2.26M +$1.84M +9,200 New
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$2.09M – – –
Morgan Stanley
49
Morgan Stanley
New York
$2.08M -$925K -4,620 -35%
RHJA
50
Rice Hall James & Associates
California
$2.06M +$1.68M +8,401 New
1
2
3 4 5

LPSN Hedge Fund Activity: Q1 2018 in Review

143 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q1 2018, worth a combined $768M — up 48% from $519M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of LPSN and 19 opened new positions — a net loss of 5 holders — while 48 trimmed existing stakes and 50 added.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $11.6M. The largest seller was Millennium Management, cutting an estimated $6.39M.

  • 143 institutional investors held LivePerson (LPSN) as of Q1 2018, down from 149 in Q4 2017.
  • Funds reported $768M of LivePerson stock for Q1 2018, up 48% quarter-over-quarter.
  • 19 funds opened new LivePerson positions in Q1 2018 and 24 closed out, a net change of -5 holders.
  • The largest LivePerson buyer in Q1 2018 was Fidelity Investments, an estimated $11.6M added.
  • The largest LivePerson seller in Q1 2018 was Millennium Management, an estimated $6.39M sold.

Based on aggregated 13F filings for Q1 2018.