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LivePerson

146 hedge funds and large institutions have $611M invested in LivePerson in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

72% more call options, than puts

Call options by funds: $266K | Put options by funds: $155K

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

27% more capital invested

Capital invested by funds: $481M → $611M (+$130M)

11% more funds holding

Funds holding: 132146 (+14)

0.12% more ownership

Funds ownership: 4.99%5.11% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
146
Holders Change
+14
Holders Change %
+10.61%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
20
Increased
60
Reduced
43
Closed
5
Calls
$266K
Puts
$155K
Net Calls
+$111K
Net Calls Change
-$353K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$90.5M +$3.1M +16,156 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$67.2M +$1.35M +7,031 +2%
GGHC
3
Gilder Gagnon Howe & Co
New York
$38M +$11.9M +62,011 +50%
GIM
4
Granahan Investment Management
Massachusetts
$36.5M +$482K +2,512 +1%
RC
5
RGM Capital
Florida
$33.4M -$2.57M -13,410 -8%
Renaissance Technologies
6
Renaissance Technologies
New York
$30M +$1.4M +7,280 +5%
AIC
7
AWM Investment Company
New York
$27.3M
DGI
8
Discovery Group I
Illinois
$22.8M -$17.2M -89,565 -44%
ACH
9
ArrowMark Colorado Holdings
Colorado
$18.6M +$874K +4,556 +5%
State Street
10
State Street
Massachusetts
$17.6M +$33.4K +174 +0.2%
MIFH
11
Migdal Insurance & Financial Holdings
Israel
$13.3M -$8.64M -45,013 -41%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$10.6M -$118K -614 -1%
Northern Trust
13
Northern Trust
Illinois
$9.68M -$519K -2,706 -5%
Millennium Management
14
Millennium Management
New York
$8.01M +$2.78M +14,493 +58%
CM
15
Castleark Management
Illinois
$7.76M +$1.77M +9,242 +32%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$6.87M -$1.5M -7,809 -19%
Morgan Stanley
17
Morgan Stanley
New York
$6.82M +$2.03M +10,582 +46%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$6.61M +$39.9K +208 +0.6%
PC
19
Pier Capital
Connecticut
$6.58M -$602K -3,136 -9%
CAM
20
Cortina Asset Management
Wisconsin
$6.5M +$3.41M +17,753 +125%
Prudential Financial
21
Prudential Financial
New Jersey
$6.26M +$2.35M +12,262 +66%
HIM
22
Herald Investment Management
United Kingdom
$6.1M
GGPE
23
Golden Gate Private Equity
California
$5.72M
Principal Financial Group
24
Principal Financial Group
Iowa
$5.54M -$144K -749 -3%
Barrow, Hanley, Mewhinney & Strauss
25
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.25M -$10.7K -56 -0.2%

LPSN Hedge Fund Activity: Q3 2017 in Review

146 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q3 2017, worth a combined $611M — up 27% from $481M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LPSN positions and 5 closed out — a net gain of 15 holders — while 60 added to existing stakes and 43 trimmed.

The largest buyer was Gilder Gagnon Howe & Co, adding an estimated $11.9M. The largest seller was Discovery Group I, cutting an estimated $17.2M.

  • 146 institutional investors held LivePerson (LPSN) as of Q3 2017, up from 132 in Q2 2017.
  • Funds reported $611M of LivePerson stock for Q3 2017, up 27% quarter-over-quarter.
  • 20 funds opened new LivePerson positions in Q3 2017 and 5 closed out, a net change of +15 holders.
  • The largest LivePerson buyer in Q3 2017 was Gilder Gagnon Howe & Co, an estimated $11.9M added.
  • The largest LivePerson seller in Q3 2017 was Discovery Group I, an estimated $17.2M sold.

Based on aggregated 13F filings for Q3 2017.