LivePerson
LPSN
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.
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: 5 → 5 (0)
4% less funds holding
Funds holding: 181 → 173 (-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)
Top Buyers
| 1 |
RC
RGM Capital
Naples,
Florida
|
+$32.1M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$16.1M |
| 3 |
Millennium Management
New York
|
+$9.09M |
| 4 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
+$8.07M |
| 5 |
Morgan Stanley
New York
|
+$5.81M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGH
201
Crossmark Global Holdings
Houston,
Texas
| – | -$211K | -543 | Closed |
|
202
T. Rowe Price Associates
Baltimore,
Maryland
| – | -$206K | -530 | Closed |
|
|
FA
203
Fortis Advisors
Wayne,
Pennsylvania
| – | -$137K | -353 | Closed |
|
|
ASN
204
Advisory Services Network
Atlanta,
Georgia
| – | -$125K | -321 | Closed |
|
|
MWM
205
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$44K | -117 | Closed |
|
206
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$21K | -55 | Closed |
|
|
MA
207
MUFG Americas
New York
| – | -$19K | -49 | Closed |
|
|
SWP
208
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$12K | -31 | Closed |
|
|
HMS
209
Hanseatic Management Services
Albuquerque,
New Mexico
| – | -$4K | -11 | Closed |
|
|
JA
210
JOYN Advisors
Atlanta,
Georgia
| – | +$308 | +1 | New |
|
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.