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LivePerson
LPSN

173 hedge funds and large institutions have $975M invested in LivePerson in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 50

37% more call options, than puts

Call options by funds: $8.21M | Put options by funds: $6.02M

0.11% more ownership

Funds ownership: 5.32% → 5.43% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

4% less funds holding

Funds holding: 181 → 173 (-8)

18% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 38

25% less capital invested

Capital invested by funds: $1.29B → $975M (-$318M)

Holders
173
Holders Change
-8
Holders Change %
-4.42%
% of All Funds
3.85%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
31
Increased
71
Reduced
50
Closed
38
Calls
$8.21M
Puts
$6.02M
Net Calls
+$2.2M
Net Calls Change
-$9.37M

Top Buyers

1
RC
RGM Capital
Florida
+$32.1M
2
Artisan Partners
Artisan Partners
Wisconsin
+$16.1M
3
Millennium Management
Millennium Management
New York
+$9.09M
4
AS
Altshuler Shaham
Israel
+$8.07M
5
Morgan Stanley
Morgan Stanley
New York
+$5.81M

Top Sellers

1
PC
Pier Capital
Connecticut
-$8.7M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.55M
3
TAM
Telemark Asset Management
Massachusetts
-$7.79M
4
GIM
Granahan Investment Management
Massachusetts
-$7.7M
5
IECM
Intrinsic Edge Capital Management
Illinois
-$7.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$7.33M -$1.34M -4,359 -14%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$6.85M +$1.26M +4,076 +20%
CAM
28
Cortina Asset Management
Wisconsin
$6.71M -$405K -1,314 -5%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$6.71M +$2.8M +9,091 +62%
Ameriprise
30
Ameriprise
Minnesota
$6.17M -$2.61M -8,483 -28%
Charles Schwab
31
Charles Schwab
California
$6.1M +$175K +568 +3%
PM
32
Pembroke Management
Quebec, Canada
$5.77M +$1.52M +4,927 +32%
PCM
33
PenderFund Capital Management
British Columbia, Canada
$5.65M +$4.33M +14,061 New
Allianz Asset Management
34
Allianz Asset Management
Germany
$5.49M +$384K +1,246 +7%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$5.22M -$388K -1,259 -6%
Invesco
36
Invesco
Georgia
$5.19M -$4.65M -15,072 -45%
Goldman Sachs
37
Goldman Sachs
New York
$5.11M +$35.8K +116 +0.6%
Citadel Advisors
38
Citadel Advisors
Florida
$4.91M +$5.35M +17,357 New
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$4.51M +$4.92M +15,959 New
Deutsche Bank
40
Deutsche Bank
Germany
$4.42M -$118K -384 -2%
DG
41
Delek Group
Israel
$3.58M -$4.62M -14,981 -55%
GIPM
42
G2 Investment Partners Management
New York
$3.43M +$3.73M +12,110 New
PCM
43
Portolan Capital Management
Massachusetts
$3.33M +$3.63M +11,777 New
RA
44
Royce & Associates
New York
$3.19M -$1.23M -4,000 -26%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$3.1M +$669K +2,171 +25%
Wells Fargo
46
Wells Fargo
California
$2.99M -$2.3M -7,454 -41%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$2.94M -$1.73M -5,627 -35%
First Trust Advisors
48
First Trust Advisors
Illinois
$2.81M +$3.06M +9,913 New
CIS
49
Connors Investor Services
Pennsylvania
$2.78M -$617 -2 -0%
USAA
50
United Services Automobile Association
Texas
$2.69M -$277K -900 -9%
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LPSN Hedge Fund Activity: Q4 2018 in Review

173 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q4 2018, worth a combined $975M — down 25% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of LPSN and 31 opened new positions — a net loss of 7 holders — while 50 trimmed existing stakes and 71 added.

The largest buyer was RGM Capital, adding an estimated $32.1M. The largest seller was Pier Capital, exiting entirely with an estimated $8.7M sold.

  • 173 institutional investors held LivePerson (LPSN) as of Q4 2018, down from 181 in Q3 2018.
  • Funds reported $975M of LivePerson stock for Q4 2018, down 25% quarter-over-quarter.
  • 31 funds opened new LivePerson positions in Q4 2018 and 38 closed out, a net change of -7 holders.
  • The largest LivePerson buyer in Q4 2018 was RGM Capital, an estimated $32.1M added.
  • The largest LivePerson seller in Q4 2018 was Pier Capital, an estimated $8.7M sold.

Based on aggregated 13F filings for Q4 2018.