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LivePerson

130 hedge funds and large institutions have $540M invested in LivePerson in 2013 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,612% more call options, than puts

Call options by funds: $3.24M | Put options by funds: $189K

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

61% more capital invested

Capital invested by funds: $335M → $540M (+$205M)

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

9% more funds holding

Funds holding: 119130 (+11)

Holders
130
Holders Change
+11
Holders Change %
+9.24%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.09%
New
28
Increased
50
Reduced
40
Closed
16
Calls
$3.24M
Puts
$189K
Net Calls
+$3.05M
Net Calls Change
+$3.01M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1
ClearBridge Investments
New York
$63.7M +$1.09M +6,541 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$47.1M +$1.17M +7,052 +3%
PM
3
Pembroke Management
Quebec, Canada
$42.7M +$2.79M +16,793 +10%
BFA
4
BlackRock Fund Advisors
California
$41.7M +$577K +3,476 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$34M +$2.75M +16,540 +12%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$25.5M -$12.4M -74,803 -39%
GIM
7
Granahan Investment Management
Massachusetts
$23.3M +$10.8M +65,319 +165%
BIT
8
BlackRock Institutional Trust
California
$23.1M -$189K -1,136 -1%
First Trust Advisors
9
First Trust Advisors
Illinois
$20M +$1.14M +6,892 +8%
State Street
10
State Street
Massachusetts
$15.6M -$34.7K -209 -0.3%
AWMDMG
11
Austin W. Marxe & David M. Greenhouse
New York
$13.6M +$4.59M +27,654 +83%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$12.8M +$312K +1,878 +3%
Northern Trust
13
Northern Trust
Illinois
$12.6M +$65.2K +393 +0.7%
DCM
14
Destrier Capital Management
New York
$6.99M +$5.22M +31,426 New
SONJCPFA
15
State of New Jersey Common Pension Fund A
New Jersey
$6.82M -$664K -4,000 -12%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$6.76M +$147K +883 +3%
MMH
17
Menora Mivtachim Holdings
Israel
$6.62M -$664K -4,000 -12%
SCA
18
Summit Creek Advisors
Minnesota
$6.61M +$1.18M +7,085 +31%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$5.59M +$4.16M +25,079 +31,746%
TCIM
20
TIAA CREF Investment Management
New York
$4.46M -$68.1K -410 -2%
RFC
21
Russell Frank Company
Washington
$4.37M +$984K +5,928 +39%
Principal Financial Group
22
Principal Financial Group
Iowa
$4.26M +$204K +1,230 +7%
PVH
23
Psagot Value Holdings
Israel
$4.19M +$72.6K +437 +2%
SRFM
24
Shannon River Fund Management
New York
$4.06M
CIS
25
Connors Investor Services
Pennsylvania
$4.04M -$57.9K -349 -2%

LPSN Hedge Fund Activity: Q4 2013 in Review

130 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q4 2013, worth a combined $540M — up 61% from $335M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new LPSN positions and 16 closed out — a net gain of 12 holders — while 50 added to existing stakes and 40 trimmed.

The largest buyer was Granahan Investment Management, adding an estimated $10.8M. The largest seller was Fidelity Investments, cutting an estimated $12.4M.

  • 130 institutional investors held LivePerson (LPSN) as of Q4 2013, up from 119 in Q3 2013.
  • Funds reported $540M of LivePerson stock for Q4 2013, up 61% quarter-over-quarter.
  • 28 funds opened new LivePerson positions in Q4 2013 and 16 closed out, a net change of +12 holders.
  • The largest LivePerson buyer in Q4 2013 was Granahan Investment Management, an estimated $10.8M added.
  • The largest LivePerson seller in Q4 2013 was Fidelity Investments, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2013.