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LivePerson

204 hedge funds and large institutions have $2.2B invested in LivePerson in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 70 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

36% more capital invested

Capital invested by funds: $1.61B → $2.2B (+$587M)

27% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 55

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more funds holding

Funds holding: 187204 (+17)

0.36% more ownership

Funds ownership: 5.9%6.26% (+0.36%)

5% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $14.6M

Holders
204
Holders Change
+17
Holders Change %
+9.09%
% of All Funds
4.47%
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
70
Reduced
55
Closed
26
Calls
$13.9M
Puts
$14.6M
Net Calls
-$743K
Net Calls Change
-$7.98M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$337M +$7.17M +13,494 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$326M +$186M +349,660 +135%
Vanguard Group
3
Vanguard Group
Pennsylvania
$228M +$5.12M +9,640 +2%
GGHC
4
Gilder Gagnon Howe & Co
New York
$96.2M -$12.3M -23,175 -11%
GIM
5
Granahan Investment Management
Massachusetts
$86.6M -$15.6M -29,465 -15%
Artisan Partners
6
Artisan Partners
Wisconsin
$83.1M +$4.52M +8,514 +6%
RC
7
RGM Capital
Florida
$67.3M -$6.31M -11,883 -9%
State Street
8
State Street
Massachusetts
$63.6M +$108K +203 +0.2%
CAM
9
Contour Asset Management
New York
$49.5M +$49.1M +92,492 New
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$40.9M +$3.6M +6,784 +10%
PCM
11
Portolan Capital Management
Massachusetts
$40.3M +$481K +906 +1%
Northern Trust
12
Northern Trust
Illinois
$36M +$2.73M +5,140 +8%
PC
13
Polar Capital
United Kingdom
$35.2M -$19M -35,784 -35%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$33.4M -$662K -1,246 -2%
GIP
15
Granite Investment Partners
California
$30.9M +$539K +1,015 +2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$29.2M +$921K +1,734 +3%
AIC
17
AWM Investment Company
New York
$26.4M -$3.13M -5,900 -11%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$24.2M -$1.43M -2,690 -6%
RI
19
Redwood Investments
Massachusetts
$20.7M -$5.02M -9,452 -20%
UBS AM
20
UBS AM
Illinois
$18.8M -$202K -380 -1%
HIM
21
Herald Investment Management
United Kingdom
$17.8M
Principal Financial Group
22
Principal Financial Group
Iowa
$17.4M +$327K +615 +2%
Invesco
23
Invesco
Georgia
$16.3M -$184K -347 -1%
HRCM
24
Hood River Capital Management
Florida
$15.9M +$15.8M +29,771 New
MTWSIF
25
Mivtachim The Workers Social Insurance Fund
Israel
$14.4M -$4.22M -7,952 -23%

LPSN Hedge Fund Activity: Q3 2019 in Review

204 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q3 2019, worth a combined $2.2B — up 36% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new LPSN positions and 26 closed out — a net gain of 19 holders — while 70 added to existing stakes and 55 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $186M. The largest seller was Polar Capital, cutting an estimated $19M.

  • 204 institutional investors held LivePerson (LPSN) as of Q3 2019, up from 187 in Q2 2019.
  • Funds reported $2.2B of LivePerson stock for Q3 2019, up 36% quarter-over-quarter.
  • 45 funds opened new LivePerson positions in Q3 2019 and 26 closed out, a net change of +19 holders.
  • The largest LivePerson buyer in Q3 2019 was Fidelity Investments, an estimated $186M added.
  • The largest LivePerson seller in Q3 2019 was Polar Capital, an estimated $19M sold.

Based on aggregated 13F filings for Q3 2019.