We are live on ! Find out more
LVO icon

LiveOne
LVO

37 hedge funds and large institutions have $18.4M invested in LiveOne in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,850% more call options, than puts

Call options by funds: $39K | Put options by funds: $2K

59% more capital invested

Capital invested by funds: $11.5M → $18.4M (+$6.81M)

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

6% more funds holding

Funds holding: 35 → 37 (+2)

0.18% less ownership

Funds ownership: 2.05% → 1.87% (-0.18%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
10
Reduced
7
Closed
6
Calls
$39K
Puts
$2K
Net Calls
+$37K
Net Calls Change
-$4K

Top Buyers

Rank Fund Capital Flow
1
EI
EAM Investors
California
+$883K
2
NSGL
No Street GP LP
California
+$831K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$117K
4
FIA
FNY Investment Advisers
New York
+$110K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$98.6K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$103K
2
Millennium Management
Millennium Management
New York
-$48.1K
3
Morgan Stanley
Morgan Stanley
New York
-$44.6K
4
FWM
FFT Wealth Management
Pennsylvania
-$24.1K
5
GIA
Gladstone Institutional Advisory
Florida
-$23.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFIM
26
Mesirow Financial Investment Management
Illinois
$16.6K +$959 +101 +7%
TRCT
27
Tower Research Capital (TRC)
New York
$16K -$608 -64 -4%
Osaic Holdings
28
Osaic Holdings
Arizona
$7.98K – – –
HFM
29
Hartford Financial Management
Connecticut
$6.84K – – –
UBS Group
30
UBS Group
Switzerland
$4.92K +$3.59K +378 +700%
Bank of America
31
Bank of America
North Carolina
$4.34K – – –
GBT
32
Grove Bank & Trust
Florida
$4.29K – – –
Citadel Advisors
33
Citadel Advisors
Florida
$2.56K +$2.13K +224 New
Wells Fargo
34
Wells Fargo
California
$567 +$9 +1 +2%
FWM
35
FFT Wealth Management
Pennsylvania
– -$24.1K -3,750 Closed
GIA
36
Gladstone Institutional Advisory
Florida
– -$23.2K -3,600 Closed
WAM
37
Warberg Asset Management
Illinois
– -$10.9K -1,698 Closed
HF
38
HRT Financial
New York
– -$8K -1,292 Closed
Simplex Trading
39
Simplex Trading
Illinois
– -$5.15K -542 Closed
HFS
40
Hantz Financial Services
Michigan
– +$19 +2 New
Toronto Dominion Bank
41
Toronto Dominion Bank
Ontario, Canada
– +$28 +3 New
1
2

LVO Hedge Fund Activity: Q1 2023 in Review

37 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in LiveOne (LVO) for Q1 2023, worth a combined $18.4M — up 59% from $11.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LVO positions and 6 closed out — a net gain of 3 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was EAM Investors, opening a new position worth an estimated $883K. The largest seller was BlackRock, cutting an estimated $103K.

  • 37 institutional investors held LiveOne (LVO) as of Q1 2023, up from 35 in Q4 2022.
  • Funds reported $18.4M of LiveOne stock for Q1 2023, up 59% quarter-over-quarter.
  • 9 funds opened new LiveOne positions in Q1 2023 and 6 closed out, a net change of +3 holders.
  • The largest LiveOne buyer in Q1 2023 was EAM Investors, an estimated $883K added.
  • The largest LiveOne seller in Q1 2023 was BlackRock, an estimated $103K sold.

Based on aggregated 13F filings for Q1 2023.