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LivePerson

128 hedge funds and large institutions have $541M invested in LivePerson in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,433% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $213K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

16% more capital invested

Capital invested by funds: $467M → $541M (+$74.3M)

12% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 43

2% more funds holding

Funds holding: 125128 (+3)

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
19
Increased
48
Reduced
43
Closed
14
Calls
$3.27M
Puts
$213K
Net Calls
+$3.05M
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1
Granahan Investment Management
Massachusetts
$51.7M +$5.48M +26,700 +12%
ClearBridge Investments
2
ClearBridge Investments
New York
$50.5M -$8.32M -40,527 -15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$47.6M +$550K +2,680 +1%
BFA
4
BlackRock Fund Advisors
California
$42.3M +$4.35M +21,193 +12%
SRFM
5
Shannon River Fund Management
New York
$40.4M -$1M -4,892 -2%
DCM
6
Destrier Capital Management
New York
$35.6M +$3M +14,597 +9%
BIT
7
BlackRock Institutional Trust
California
$21.9M -$269K -1,311 -1%
AIC
8
AWM Investment Company
New York
$20.1M +$19.5M +95,147 New
First Trust Advisors
9
First Trust Advisors
Illinois
$18.5M +$6.6M +32,123 +58%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$14.2M +$311K +1,513 +2%
State Street
11
State Street
Massachusetts
$14.1M +$49.3K +240 +0.4%
TA
12
Teachers Advisors
New York
$12.6M +$2.44M +11,863 +25%
Northern Trust
13
Northern Trust
Illinois
$10.5M -$281K -1,368 -3%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$8.3M -$2.02M -9,852 -20%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$8.29M +$8.05M +39,193 New
CCM
16
Cadian Capital Management
New York
$7.64M
State of New Jersey Common Pension Fund D
17
State of New Jersey Common Pension Fund D
New Jersey
$6.2M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$6.2M -$147K -715 -2%
CM
19
Castleark Management
Illinois
$5.64M +$1.25M +6,077 +30%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$5.42M -$15.2K -74 -0.3%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$4.3M +$270K +1,316 +7%
USAA
22
United Services Automobile Association
Texas
$4.28M
Principal Financial Group
23
Principal Financial Group
Iowa
$4.25M -$61.6K -300 -1%
PVH
24
Psagot Value Holdings
Israel
$3.98M
CIS
25
Connors Investor Services
Pennsylvania
$3.81M -$53.8K -262 -1%

LPSN Hedge Fund Activity: Q4 2014 in Review

128 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q4 2014, worth a combined $541M — up 16% from $467M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new LPSN positions and 14 closed out — a net gain of 5 holders — while 48 added to existing stakes and 43 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $8.05M. The largest seller was ClearBridge Investments, cutting an estimated $8.32M.

  • 128 institutional investors held LivePerson (LPSN) as of Q4 2014, up from 125 in Q3 2014.
  • Funds reported $541M of LivePerson stock for Q4 2014, up 16% quarter-over-quarter.
  • 19 funds opened new LivePerson positions in Q4 2014 and 14 closed out, a net change of +5 holders.
  • The largest LivePerson buyer in Q4 2014 was Lord, Abbett & Co, an estimated $8.05M added.
  • The largest LivePerson seller in Q4 2014 was ClearBridge Investments, an estimated $8.32M sold.

Based on aggregated 13F filings for Q4 2014.