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LivePerson
LPSN

143 hedge funds and large institutions have $768M invested in LivePerson in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

48% more capital invested

Capital invested by funds: $519M → $768M (+$249M)

16% more call options, than puts

Call options by funds: $12M | Put options by funds: $10.4M

4% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 48

0.16% more ownership

Funds ownership: 5.05% → 5.21% (+0.16%)

4% less funds holding

Funds holding: 149 → 143 (-6)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
143
Holders Change
-6
Holders Change %
-4.03%
% of All Funds
3.28%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
19
Increased
50
Reduced
48
Closed
24
Calls
$12M
Puts
$10.4M
Net Calls
+$1.64M
Net Calls Change
+$3.02M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.6M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$7.35M
3
RC
RGM Capital
Florida
+$7.22M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
+$5.13M
5
PC
Pier Capital
Connecticut
+$5.03M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$6.39M
2
Prudential Financial
Prudential Financial
New Jersey
-$3.43M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.09M
4
Invesco
Invesco
Georgia
-$2.06M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$1.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$117M +$2.13M +10,666 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$84.5M +$413K +2,064 +0.6%
RC
3
RGM Capital
Florida
$63.5M +$7.22M +36,082 +16%
GGHC
4
Gilder Gagnon Howe & Co
New York
$51.2M +$278K +1,390 +0.7%
GIM
5
Granahan Investment Management
Massachusetts
$45.7M -$699K -3,493 -2%
Renaissance Technologies
6
Renaissance Technologies
New York
$44.7M +$211K +1,053 +0.6%
ACH
7
ArrowMark Colorado Holdings
Colorado
$36.9M +$4.3M +21,502 +17%
AIC
8
AWM Investment Company
New York
$31.3M – – –
State Street
9
State Street
Massachusetts
$22.7M +$712K +3,558 +4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$14.2M +$11.6M +57,991 New
Northern Trust
11
Northern Trust
Illinois
$11.6M +$65.4K +327 +0.7%
CAM
12
Cortina Asset Management
Wisconsin
$11.6M +$268K +1,340 +3%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$10.5M +$7.35M +36,721 +606%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$9.97M +$4.4K +22 +0.1%
DG
15
Delek Group
Israel
$9.5M -$312K -1,561 -4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$8.41M +$283K +1,414 +4%
HIM
17
Herald Investment Management
United Kingdom
$8.15M – – –
CM
18
Castleark Management
Illinois
$7.67M -$669K -3,344 -10%
Principal Financial Group
19
Principal Financial Group
Iowa
$6.86M +$133K +663 +2%
PAMP
20
Polar Asset Management Partners
Ontario, Canada
$6.28M +$5.13M +25,622 New
PC
21
Pier Capital
Connecticut
$6.16M +$5.03M +25,121 New
Millennium Management
22
Millennium Management
New York
$5.59M -$6.39M -31,924 -58%
AQR Capital Management
23
AQR Capital Management
Connecticut
$5.54M -$391K -1,952 -8%
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.42M -$258K -1,289 -6%
Deutsche Bank
25
Deutsche Bank
Germany
$5.27M +$149K +747 +4%
1
2 3 4 5

LPSN Hedge Fund Activity: Q1 2018 in Review

143 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q1 2018, worth a combined $768M — up 48% from $519M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of LPSN and 19 opened new positions — a net loss of 5 holders — while 48 trimmed existing stakes and 50 added.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $11.6M. The largest seller was Millennium Management, cutting an estimated $6.39M.

  • 143 institutional investors held LivePerson (LPSN) as of Q1 2018, down from 149 in Q4 2017.
  • Funds reported $768M of LivePerson stock for Q1 2018, up 48% quarter-over-quarter.
  • 19 funds opened new LivePerson positions in Q1 2018 and 24 closed out, a net change of -5 holders.
  • The largest LivePerson buyer in Q1 2018 was Fidelity Investments, an estimated $11.6M added.
  • The largest LivePerson seller in Q1 2018 was Millennium Management, an estimated $6.39M sold.

Based on aggregated 13F filings for Q1 2018.