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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
US Bancorp
126
US Bancorp
Minnesota
$4K – – –
TCIM
127
TIAA CREF Investment Management
New York
$2.37K +$349K +3,064 +19%
Group One Trading
128
Group One Trading
Illinois
$1K -$3.87K -34 -79%
QCG
129
Quadrant Capital Group
Ohio
$1K – – –
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$1K +$911 +8 New
VOYA Investment Management
131
VOYA Investment Management
Georgia
$267 – – –
PCM
132
Proxima Capital Management
New York
– -$1.8M -18,887 Closed
DCM
133
Destrier Capital Management
New York
– -$1.03M -10,863 Closed
Stifel Financial
134
Stifel Financial
Missouri
– -$825K -8,667 Closed
SIM
135
Spark Investment Management
New York
– -$648K -6,820 Closed
EIM
136
Essex Investment Management
Massachusetts
– -$515K -5,413 Closed
SIP
137
Stoneridge Investment Partners
Pennsylvania
– -$313K -3,296 Closed
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
– -$298K -3,134 Closed
Millennium Management
139
Millennium Management
New York
– -$296K -3,109 Closed
DTL
140
Dynamic Technology Lab
Singapore
– -$228K -2,392 Closed
HCM
141
Highbridge Capital Management
New York
– -$171K -1,805 Closed
SCA
142
Secor Capital Advisors
New York
– -$166K -1,748 Closed
MCM
143
Marathon Capital Management
Maryland
– -$159K -1,667 Closed
ARTA
144
A.R.T. Advisors
New York
– -$156K -1,642 Closed
AL
145
Airain Ltd
Guernsey
– -$153K -1,604 Closed
Wolverine Trading
146
Wolverine Trading
Illinois
– -$138K -1,459 Closed
Tudor Investment Corp
147
Tudor Investment Corp
Connecticut
– -$121K -1,275 Closed
Squarepoint
148
Squarepoint
New York
– -$121K -1,267 Closed
PP
149
Paloma Partners
Connecticut
– -$113K -1,199 Closed
Nomura Holdings
150
Nomura Holdings
Japan
– -$107K -1,110 Closed
3 4 5
6
7

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.