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LivePerson

132 hedge funds and large institutions have $481M invested in LivePerson in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 35 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

193% more call options, than puts

Call options by funds: $704K | Put options by funds: $240K

65% more capital invested

Capital invested by funds: $292M → $481M (+$189M)

40% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 35

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

3% more funds holding

Funds holding: 128132 (+4)

0.11% more ownership

Funds ownership: 4.88%4.99% (+0.11%)

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
3.29%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
22
Increased
49
Reduced
35
Closed
18
Calls
$704K
Puts
$240K
Net Calls
+$464K
Net Calls Change
+$612K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$70.8M -$1.16M -8,420 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$53.4M +$1.15M +8,375 +3%
DGI
3
Discovery Group I
Illinois
$33.2M -$8.74M -63,677 -24%
RC
4
RGM Capital
Florida
$29.3M -$20.7M -150,666 -46%
GIM
5
Granahan Investment Management
Massachusetts
$29.2M +$6.38M +46,507 +36%
Renaissance Technologies
6
Renaissance Technologies
New York
$23.1M +$3.04M +22,153 +19%
AIC
7
AWM Investment Company
New York
$22.1M
GGHC
8
Gilder Gagnon Howe & Co
New York
$20.6M +$6.4M +46,623 +60%
MIFH
9
Migdal Insurance & Financial Holdings
Israel
$18.2M
ACH
10
ArrowMark Colorado Holdings
Colorado
$14.3M +$102K +741 +0.9%
State Street
11
State Street
Massachusetts
$14.2M +$683K +4,976 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$8.75M +$765K +5,573 +12%
Northern Trust
13
Northern Trust
Illinois
$8.3M +$488K +3,555 +8%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$6.86M +$1.57M +11,422 +38%
PC
15
Pier Capital
Connecticut
$5.86M +$4.87M +35,493 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$5.33M +$617K +4,498 +16%
HIM
17
Herald Investment Management
United Kingdom
$4.93M
CM
18
Castleark Management
Illinois
$4.78M +$3.97M +28,939 New
GGPE
19
Golden Gate Private Equity
California
$4.64M
Principal Financial Group
20
Principal Financial Group
Iowa
$4.62M +$37.2K +271 +1%
Ameriprise
21
Ameriprise
Minnesota
$4.51M +$1.16M +8,438 +45%
Barrow, Hanley, Mewhinney & Strauss
22
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.27M
EI
23
EAM Investors
California
$4.21M +$3.5M +25,499 New
Millennium Management
24
Millennium Management
New York
$4.11M +$2.79M +20,309 +440%
Invesco
25
Invesco
Georgia
$4.07M +$64.5K +470 +2%

LPSN Hedge Fund Activity: Q2 2017 in Review

132 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q2 2017, worth a combined $481M — up 65% from $292M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LPSN positions and 18 closed out — a net gain of 4 holders — while 49 added to existing stakes and 35 trimmed.

The largest buyer was Gilder Gagnon Howe & Co, adding an estimated $6.4M. The largest seller was RGM Capital, cutting an estimated $20.7M.

  • 132 institutional investors held LivePerson (LPSN) as of Q2 2017, up from 128 in Q1 2017.
  • Funds reported $481M of LivePerson stock for Q2 2017, up 65% quarter-over-quarter.
  • 22 funds opened new LivePerson positions in Q2 2017 and 18 closed out, a net change of +4 holders.
  • The largest LivePerson buyer in Q2 2017 was Gilder Gagnon Howe & Co, an estimated $6.4M added.
  • The largest LivePerson seller in Q2 2017 was RGM Capital, an estimated $20.7M sold.

Based on aggregated 13F filings for Q2 2017.