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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
TRCT
151
Tower Research Capital (TRC)
New York
$17K +$17K +55 +917%
SWA
152
Sutton Wealth Advisors
Florida
$14.2K
BFEC
153
Benjamin F. Edwards & Company
Missouri
$13K -$33K -107 -69%
AG
154
Advisor Group
Arizona
$8K -$393K -1,274 -98%
IA
155
IFP Advisors
Florida
$8K -$6.47K -21 -41%
VFA
156
Valeo Financial Advisors
Indiana
$8K
PRC
157
Pearl River Capital
Michigan
$8K +$8.32K +27 New
LTFS
158
Ladenburg Thalmann Financial Services
Florida
$4K -$277K -899 -99%
NFG
159
Next Financial Group
Texas
$4K +$4.62K +15 New
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$3K -$78.3K -254 -96%
QCG
161
Quadrant Capital Group
Ohio
$3K
Group One Trading
162
Group One Trading
Illinois
$3K +$3.39K +11 New
WAM
163
Wealthspire Advisors (Maryland)
Maryland
$2K -$617 -2 -25%
TWA
164
TCI Wealth Advisors
Arizona
$2K +$617 +2 +33%
CAM
165
Cresset Asset Management
Illinois
$2K +$2.77K +9 New
CAW
166
Cornerstone Advisors (Washington)
Washington
$1K
PFBT
167
Parkside Financial Bank & Trust
Missouri
$1K
FGC
168
Financial Gravity Companies
Texas
$1K +$308 +1 New
HR
169
Howe & Rusling
New York
$1K +$1.54K +5 New
Marshall Wace
170
Marshall Wace
United Kingdom
$1K +$84.8K +275 New
RCAG
171
Rehmann Capital Advisory Group
Michigan
$848
GT
172
Glenmede Trust
Pennsylvania
$3 +$3.7K +12 New
PC
173
Pier Capital
Connecticut
-$8.7M -22,353 Closed
TAM
174
Telemark Asset Management
Massachusetts
-$7.79M -20,000 Closed
IECM
175
Intrinsic Edge Capital Management
Illinois
-$7.13M -18,323 Closed

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.