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61 hedge funds and large institutions have $73.4M invested in LiveOne in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

17% more funds holding

Funds holding: 5261 (+9)

0.46% more ownership

Funds ownership: 3.75%4.21% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less capital invested

Capital invested by funds: $80.5M → $73.4M (-$7.12M)

16% less call options, than puts

Call options by funds: $262K | Put options by funds: $311K

Holders
61
Holders Change
+9
Holders Change %
+17.31%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
22
Reduced
16
Closed
8
Calls
$262K
Puts
$311K
Net Calls
-$49K
Net Calls Change
-$49K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$132K -$657 -21 -0.4%
Morgan Stanley
27
Morgan Stanley
New York
$107K -$13K -416 -9%
Wells Fargo
28
Wells Fargo
California
$105K +$1.44K +46 +1%
TRCT
29
Tower Research Capital (TRC)
New York
$98K +$95.4K +3,050 +427%
Verition Fund Management
30
Verition Fund Management
Connecticut
$95K +$115K +3,680 New
Barclays
31
Barclays
United Kingdom
$84K +$8.47K +271 +9%
Goldman Sachs
32
Goldman Sachs
New York
$82K -$134K -4,288 -58%
PA
33
Pinnacle Associates
New York
$76K +$91.3K +2,921 New
AIG
34
American International Group
New York
$71K +$28.7K +917 +50%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69K +$82.6K +2,641 New
Citadel Advisors
36
Citadel Advisors
Florida
$65K -$99.2K -3,172 -56%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$63K
State Board of Administration of Florida Retirement System
38
State Board of Administration of Florida Retirement System
Florida
$62K
Deutsche Bank
39
Deutsche Bank
Germany
$62K +$29K +927 +63%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$56K +$67.1K +2,147 New
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$51K
JP Morgan Chase
42
JP Morgan Chase
New York
$45K -$2.38K -76 -4%
CSS
43
Cubist Systematic Strategies
Connecticut
$45K +$54.1K +1,729 New
RC
44
RegentAtlantic Capital
New Jersey
$41K -$4.13K -132 -8%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$39.1K +$24.7K +790 +110%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$37K +$7.85K +251 +22%
PPA
47
Parametric Portfolio Associates
Washington
$35K +$42.7K +1,367 New
ASN
48
Advisory Services Network
Georgia
$34K -$9.75K -312 -19%
AllianceBernstein
49
AllianceBernstein
Tennessee
$32K -$37.5K -1,200 -49%
Simplex Trading
50
Simplex Trading
Illinois
$23K +$27.9K +893 +8,930%

LVO Hedge Fund Activity: Q3 2020 in Review

61 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in LiveOne (LVO) for Q3 2020, worth a combined $73.4M — down 8.8% from $80.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new LVO positions and 8 closed out — a net gain of 9 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $5.3M. The largest seller was Lyon Street Capital, exiting entirely with an estimated $282K sold.

  • 61 institutional investors held LiveOne (LVO) as of Q3 2020, up from 52 in Q2 2020.
  • Funds reported $73.4M of LiveOne stock for Q3 2020, down 8.8% quarter-over-quarter.
  • 17 funds opened new LiveOne positions in Q3 2020 and 8 closed out, a net change of +9 holders.
  • The largest LiveOne buyer in Q3 2020 was Fidelity Investments, an estimated $5.3M added.
  • The largest LiveOne seller in Q3 2020 was Lyon Street Capital, an estimated $282K sold.

Based on aggregated 13F filings for Q3 2020.