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LivePerson
LPSN

146 hedge funds and large institutions have $611M invested in LivePerson in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

72% more call options, than puts

Call options by funds: $266K | Put options by funds: $155K

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

27% more capital invested

Capital invested by funds: $481M → $611M (+$130M)

11% more funds holding

Funds holding: 132 → 146 (+14)

0.12% more ownership

Funds ownership: 4.99% → 5.11% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
146
Holders Change
+14
Holders Change %
+10.61%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
20
Increased
60
Reduced
43
Closed
5
Calls
$266K
Puts
$155K
Net Calls
+$111K
Net Calls Change
-$353K

Top Buyers

Rank Fund Capital Flow
1
GGHC
Gilder Gagnon Howe & Co
New York
+$11.9M
2
CAM
Cortina Asset Management
Wisconsin
+$3.41M
3
BlackRock
BlackRock
New York
+$3.1M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$2.86M
5
Millennium Management
Millennium Management
New York
+$2.78M

Top Sellers

Rank Fund Capital Flow
1
DGI
Discovery Group I
Illinois
-$17.2M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
-$8.64M
3
RC
RGM Capital
Florida
-$2.57M
4
IECM
Intrinsic Edge Capital Management
Illinois
-$1.98M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$91K +$79.3K +413 +1,180%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$89K +$35.9K +187 +75%
Group One Trading
128
Group One Trading
Illinois
$88K +$72.9K +380 +717%
LTFS
129
Ladenburg Thalmann Financial Services
Florida
$69K +$64.7K +337 New
AIP
130
Ameritas Investment Partners
Nebraska
$66K – – –
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$65K +$58K +302 +1,589%
Simplex Trading
132
Simplex Trading
Illinois
$42K -$67.4K -351 -63%
LIA
133
LS Investment Advisors
Michigan
$23K – – –
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$18K – – –
MWM
135
MinichMacGregor Wealth Management
New York
$18K +$17.1K +89 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$14K +$8.83K +46 +192%
VCM
137
Versant Capital Management
Arizona
$13K -$1.15K -6 -8%
Federated Hermes
138
Federated Hermes
Pennsylvania
$12K – – –
IA
139
IFP Advisors
Florida
$10K – – –
MAM
140
Meeder Asset Management
Ohio
$5K +$2.88K +15 +167%
VFA
141
Valeo Financial Advisors
Indiana
$5K +$5.18K +27 New
US Bancorp
142
US Bancorp
Minnesota
$3K -$2.69K -14 -47%
QCG
143
Quadrant Capital Group
Ohio
$2K – – –
PFBT
144
Parkside Financial Bank & Trust
Missouri
$1K – – –
MA
145
MUFG Americas
New York
$1K +$1.15K +6 New
IECM
146
Intrinsic Edge Capital Management
Illinois
– -$1.98M -12,000 Closed
EMG
147
ETF Managers Group
New Jersey
– -$214K -1,272 Closed
BCM
148
BlueCrest Capital Management
Jersey
– -$131K -793 Closed
Creative Planning
149
Creative Planning
Kansas
– -$7K -40 Closed
CG
150
Cutler Group
California
– -$1K -7 Closed
2 3 4 5
6

LPSN Hedge Fund Activity: Q3 2017 in Review

146 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q3 2017, worth a combined $611M — up 27% from $481M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LPSN positions and 5 closed out — a net gain of 15 holders — while 60 added to existing stakes and 43 trimmed.

The largest buyer was Gilder Gagnon Howe & Co, adding an estimated $11.9M. The largest seller was Discovery Group I, cutting an estimated $17.2M.

  • 146 institutional investors held LivePerson (LPSN) as of Q3 2017, up from 132 in Q2 2017.
  • Funds reported $611M of LivePerson stock for Q3 2017, up 27% quarter-over-quarter.
  • 20 funds opened new LivePerson positions in Q3 2017 and 5 closed out, a net change of +15 holders.
  • The largest LivePerson buyer in Q3 2017 was Gilder Gagnon Howe & Co, an estimated $11.9M added.
  • The largest LivePerson seller in Q3 2017 was Discovery Group I, an estimated $17.2M sold.

Based on aggregated 13F filings for Q3 2017.