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LivePerson

181 hedge funds and large institutions have $1.29B invested in LivePerson in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $22.7M | Put options by funds: $11.1M

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

24% more capital invested

Capital invested by funds: $1.05B → $1.29B (+$247M)

11% more funds holding

Funds holding: 163181 (+18)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.11% less ownership

Funds ownership: 5.43%5.32% (-0.11%)

9% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 58

Holders
181
Holders Change
+18
Holders Change %
+11.04%
% of All Funds
4.14%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
44
Increased
53
Reduced
58
Closed
24
Calls
$22.7M
Puts
$11.1M
Net Calls
+$11.6M
Net Calls Change
+$8.44M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$219M +$15.7M +42,618 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$149M +$6.08M +16,496 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$98.4M +$6.28M +17,018 +7%
GGHC
4
Gilder Gagnon Howe & Co
New York
$79.6M -$730K -1,980 -1%
GIM
5
Granahan Investment Management
Massachusetts
$70.5M -$368K -997 -0.5%
State Street
6
State Street
Massachusetts
$41.7M +$3.56M +9,650 +10%
RC
7
RGM Capital
Florida
$39.8M -$12.1M -32,788 -24%
Renaissance Technologies
8
Renaissance Technologies
New York
$39.6M -$21.7M -58,962 -37%
AIC
9
AWM Investment Company
New York
$37.9M -$3.71M -10,056 -9%
VEPM
10
Vista Equity Partners Management
California
$24.4M +$15.8M +42,836 +216%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$20.6M -$2.21K -6 -0%
Northern Trust
12
Northern Trust
Illinois
$20.4M +$1.11M +3,021 +6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$20M +$1.66M +4,491 +10%
ACH
14
ArrowMark Colorado Holdings
Colorado
$18.7M -$9.41M -25,503 -35%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$16.1M +$1.49M +4,051 +11%
RI
16
Redwood Investments
Massachusetts
$14.2M +$13.4M +36,415 New
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$13.6M +$1.36M +3,686 +12%
AS
18
Altshuler Shaham
Israel
$13.4M +$10.6M +28,692 +467%
Invesco
19
Invesco
Georgia
$13M -$170K -462 -1%
HIM
20
Herald Investment Management
United Kingdom
$13M
William Blair Investment Management
21
William Blair Investment Management
Illinois
$12.8M -$3.14M -8,511 -21%
Principal Financial Group
22
Principal Financial Group
Iowa
$12.4M +$768K +2,083 +7%
Ameriprise
23
Ameriprise
Minnesota
$11.8M +$1.91M +5,179 +21%
AQR Capital Management
24
AQR Capital Management
Connecticut
$11.8M +$137K +371 +1%
DG
25
Delek Group
Israel
$10.6M -$3.83M -10,389 -28%

LPSN Hedge Fund Activity: Q3 2018 in Review

181 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q3 2018, worth a combined $1.29B — up 24% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new LPSN positions and 24 closed out — a net gain of 20 holders — while 53 added to existing stakes and 58 trimmed.

The largest buyer was Vista Equity Partners Management, adding an estimated $15.8M. The largest seller was Renaissance Technologies, cutting an estimated $21.7M.

  • 181 institutional investors held LivePerson (LPSN) as of Q3 2018, up from 163 in Q2 2018.
  • Funds reported $1.29B of LivePerson stock for Q3 2018, up 24% quarter-over-quarter.
  • 44 funds opened new LivePerson positions in Q3 2018 and 24 closed out, a net change of +20 holders.
  • The largest LivePerson buyer in Q3 2018 was Vista Equity Partners Management, an estimated $15.8M added.
  • The largest LivePerson seller in Q3 2018 was Renaissance Technologies, an estimated $21.7M sold.

Based on aggregated 13F filings for Q3 2018.