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LivePerson

198 hedge funds and large institutions have $1.58B invested in LivePerson in 2019 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 79 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

62% more capital invested

Capital invested by funds: $975M → $1.58B (+$605M)

49% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 53

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more funds holding

Funds holding: 173198 (+25)

8% more call options, than puts

Call options by funds: $3.28M | Put options by funds: $3.04M

0.25% more ownership

Funds ownership: 5.43%5.68% (+0.25%)

Holders
198
Holders Change
+25
Holders Change %
+14.45%
% of All Funds
4.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
45
Increased
79
Reduced
53
Closed
18
Calls
$3.28M
Puts
$3.04M
Net Calls
+$239K
Net Calls Change
-$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$252M +$214K +571 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$176M +$3.3M +8,804 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$107M +$1.31M +3,507 +1%
GGHC
4
Gilder Gagnon Howe & Co
New York
$98.1M +$8.18M +21,839 +11%
GIM
5
Granahan Investment Management
Massachusetts
$74.9M +$5.96M +15,921 +10%
RC
6
RGM Capital
Florida
$67.7M -$19M -50,781 -25%
State Street
7
State Street
Massachusetts
$48.8M +$1.41M +3,755 +3%
Artisan Partners
8
Artisan Partners
Wisconsin
$42.5M +$17M +45,441 +87%
PC
9
Polar Capital
United Kingdom
$35.4M +$30.5M +81,417 New
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$28M -$946K -2,526 -4%
Renaissance Technologies
11
Renaissance Technologies
New York
$27M -$9.65M -25,767 -29%
VEPM
12
Vista Equity Partners Management
California
$26M +$5.89M +15,726 +36%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$25.8M +$1.45M +3,868 +7%
Northern Trust
14
Northern Trust
Illinois
$24.9M +$1.84M +4,907 +9%
AIC
15
AWM Investment Company
New York
$24M -$15.1M -40,204 -42%
ACH
16
ArrowMark Colorado Holdings
Colorado
$23.4M +$1.59M +4,255 +9%
PCM
17
Portolan Capital Management
Massachusetts
$21.2M +$13.8M +36,913 +313%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$20.8M +$1.13M +3,025 +7%
RI
19
Redwood Investments
Massachusetts
$20.2M +$2.91M +7,770 +20%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$19M +$13.7M +36,598 +515%
MTWSIF
21
Mivtachim The Workers Social Insurance Fund
Israel
$16.2M
UBS AM
22
UBS AM
Illinois
$15.7M +$12.9M +34,459 +2,127%
Millennium Management
23
Millennium Management
New York
$15.4M +$314K +839 +2%
William Blair Investment Management
24
William Blair Investment Management
Illinois
$14.6M -$3.98M -10,636 -24%
HIM
25
Herald Investment Management
United Kingdom
$14.5M

LPSN Hedge Fund Activity: Q1 2019 in Review

198 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q1 2019, worth a combined $1.58B — up 62% from $975M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new LPSN positions and 18 closed out — a net gain of 27 holders — while 79 added to existing stakes and 53 trimmed.

The largest buyer was Polar Capital, opening a new position worth an estimated $30.5M. The largest seller was Altshuler Shaham, cutting an estimated $21.6M.

  • 198 institutional investors held LivePerson (LPSN) as of Q1 2019, up from 173 in Q4 2018.
  • Funds reported $1.58B of LivePerson stock for Q1 2019, up 62% quarter-over-quarter.
  • 45 funds opened new LivePerson positions in Q1 2019 and 18 closed out, a net change of +27 holders.
  • The largest LivePerson buyer in Q1 2019 was Polar Capital, an estimated $30.5M added.
  • The largest LivePerson seller in Q1 2019 was Altshuler Shaham, an estimated $21.6M sold.

Based on aggregated 13F filings for Q1 2019.