LivePerson
LPSN
149 hedge funds and large institutions have $269M invested in LivePerson in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 10 closing their positions.
270% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 10
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
22% more funds holding
Funds holding: 122 → 149 (+27)
17% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 41
10% more capital invested
Capital invested by funds: $243M → $269M (+$25.5M)
87% less call options, than puts
Call options by funds: $106K | Put options by funds: $806K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$10.6M |
| 2 |
GGPE
Golden Gate Private Equity
San Francisco,
California
|
+$2.69M |
| 3 |
Renaissance Technologies
New York
|
+$2.09M |
| 4 |
EM
Emancipation Management
New York
|
+$1.92M |
| 5 |
MRM
Michael R. Murphy
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EM
Elliott Management
New York
|
-$5.69M |
| 2 |
Morgan Stanley
New York
|
-$4.98M |
| 3 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
-$3.55M |
| 4 |
SFM
Soros Fund Management
New York
|
-$2.73M |
| 5 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$2.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KCM
151
Kennedy Capital Management
St Louis,
Missouri
| – | -$1.87M | -21,309 | Closed |
|
|
BIM
152
Bogle Investment Management
Newton Lower Falls,
Massachusetts
| – | -$1.02M | -11,600 | Closed |
|
|
TC
153
TFS Capital
West Chester,
Pennsylvania
| – | -$249K | -2,834 | Closed |
|
154
Creative Planning
Overland Park,
Kansas
| – | -$224K | -2,551 | Closed |
|
|
DC
155
Deere & Company
Moline,
Illinois
| – | -$141K | -1,605 | Closed |
|
156
Citadel Advisors
Miami,
Florida
| – | -$94K | -1,076 | Closed |
|
|
PCM
157
Penserra Capital Management
Orinda,
California
| – | -$11K | -330 | Closed |
|
158
Bank of Montreal
Toronto,
Ontario, Canada
| – | +$191 | +2 | New |
|
LPSN Hedge Fund Activity: Q2 2016 in Review
149 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q2 2016, worth a combined $269M — up 10% from $243M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new LPSN positions and 10 closed out — a net gain of 27 holders — while 48 added to existing stakes and 41 trimmed.
The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $10.6M. The largest seller was Elliott Management, exiting entirely with an estimated $5.69M sold.
- 149 institutional investors held LivePerson (LPSN) as of Q2 2016, up from 122 in Q1 2016.
- Funds reported $269M of LivePerson stock for Q2 2016, up 10% quarter-over-quarter.
- 37 funds opened new LivePerson positions in Q2 2016 and 10 closed out, a net change of +27 holders.
- The largest LivePerson buyer in Q2 2016 was Migdal Insurance & Financial Holdings, an estimated $10.6M added.
- The largest LivePerson seller in Q2 2016 was Elliott Management, an estimated $5.69M sold.
Based on aggregated 13F filings for Q2 2016.