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LivePerson
LPSN

132 hedge funds and large institutions have $357M invested in LivePerson in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

33% more capital invested

Capital invested by funds: $269M → $357M (+$88M)

26% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 42

11% less funds holding

Funds holding: 149 → 132 (-17)

57% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 28

Holders
132
Holders Change
-17
Holders Change %
-11.41%
% of All Funds
3.52%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
12
Increased
53
Reduced
42
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.25M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$1.89M
4
Goldman Sachs
Goldman Sachs
New York
+$1.79M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.69M

Top Sellers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
-$12.6M
2
HRCM
Hawk Ridge Capital Management
California
-$5.28M
3
Morgan Stanley
Morgan Stanley
New York
-$4.91M
4
FCM
Freshford Capital Management
New York
-$3.91M
5
PCM
Proxima Capital Management
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPSF
76
Texas Permanent School Fund
Texas
$341K +$20.7K +182 +7%
AIG
77
American International Group
New York
$333K +$4.67K +41 +2%
State of Tennessee, Department of Treasury
78
State of Tennessee, Department of Treasury
Tennessee
$329K – – –
PMG
79
ProVise Management Group
Florida
$329K +$297K +2,610 New
Dimensional Fund Advisors
80
Dimensional Fund Advisors
Texas
$320K – – –
Public Sector Pension Investment Board (PSP Investments)
81
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$317K +$28.9K +254 +11%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$314K -$3.42K -30 -1%
NFA
83
Nationwide Fund Advisors
Ohio
$285K – – –
AllianceBernstein
84
AllianceBernstein
Tennessee
$278K -$21.6K -190 -8%
Simplex Trading
85
Simplex Trading
Illinois
$265K +$18K +158 +8%
BA
86
BlackRock Advisors
Delaware
$242K +$21.8K +191 +11%
ASRS
87
Arizona State Retirement System
Arizona
$231K +$13.7K +120 +7%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$229K +$26.2K +230 +15%
UBS AM
89
UBS AM
Illinois
$209K – – –
Citadel Advisors
90
Citadel Advisors
Florida
$200K +$181K +1,585 New
ACI
91
AMP Capital Investors
Australia
$199K – – –
LSERS
92
Louisiana State Employees Retirement System
Louisiana
$198K +$12.2K +107 +7%
VanEck Associates
93
VanEck Associates
New York
$170K +$570 +5 +0.4%
CC
94
Cannell & Co
New York
$168K – – –
Wells Fargo
95
Wells Fargo
California
$153K -$12.2K -107 -8%
AIM
96
Alambic Investment Management
California
$136K +$41K +360 +50%
GS
97
Gagnon Securities
New York
$125K -$797 -7 -0.7%
PVH
98
Psagot Value Holdings
Israel
$120K -$16.6K -146 -13%
CAM
99
Capstone Asset Management
Texas
$115K -$2.62K -23 -2%
O
100
OppenheimerFunds
New York
$113K -$19.4K -170 -16%
2 3
4
5 6

LPSN Hedge Fund Activity: Q3 2016 in Review

132 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q3 2016, worth a combined $357M — up 33% from $269M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of LPSN and 12 opened new positions — a net loss of 16 holders — while 42 trimmed existing stakes and 53 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $3M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $12.6M.

  • 132 institutional investors held LivePerson (LPSN) as of Q3 2016, down from 149 in Q2 2016.
  • Funds reported $357M of LivePerson stock for Q3 2016, up 33% quarter-over-quarter.
  • 12 funds opened new LivePerson positions in Q3 2016 and 28 closed out, a net change of -16 holders.
  • The largest LivePerson buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $3M added.
  • The largest LivePerson seller in Q3 2016 was Migdal Insurance & Financial Holdings, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2016.