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LivePerson

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: 55 (0)

4% less funds holding

Funds holding: 181173 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
126
Brown Advisory
Maryland
$227K -$190K -615 -43%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$226K +$26.8K +87 +12%
LPL Financial
128
LPL Financial
California
$219K -$867K -2,814 -78%
TAM
129
Tyers Asset Management
Texas
$205K +$137K +446 +159%
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$177K
RCM
131
Riverhead Capital Management
Delaware
$168K +$105K +340 +134%
PVH
132
Psagot Value Holdings
Israel
$163K -$925 -3 -0.5%
NA
133
Neuburgh Advisers
California
$161K +$108K +351 +160%
UBS Group
134
UBS Group
Switzerland
$139K -$902K -2,926 -86%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$133K +$8.63K +28 +6%
MCIM
136
Meadow Creek Investment Management
Georgia
$117K +$78.6K +255 +159%
MAM
137
Meeder Asset Management
Ohio
$100K +$96.5K +313 +824%
AIP
138
Ameritas Investment Partners
Nebraska
$93K
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$92K +$21K +68 +27%
TAM
140
Tiverton Asset Management
Delaware
$67K +$72.4K +235 New
Victory Capital Management
141
Victory Capital Management
Texas
$53K -$11.1K -36 -16%
CG
142
Cutler Group
California
$38K +$18.8K +61 +80%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$34K +$8.63K +28 +30%
LIA
144
LS Investment Advisors
Michigan
$30K
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$28.8K -$35.5K -115 -53%
MOACM
146
Mutual of America Capital Management
New York
$27K +$7.4K +24 +33%
US Bancorp
147
US Bancorp
Minnesota
$20K +$16.6K +54 +338%
RE
148
RBC Europe
United Kingdom
$18.9K
VCM
149
Versant Capital Management
Arizona
$18K
DWA
150
Dorsey Wright & Associates
California
$18K +$3.39K +11 +21%

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.