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43 hedge funds and large institutions have $24.7M invested in LiveOne in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,150% more call options, than puts

Call options by funds: $90K | Put options by funds: $4K

65% more capital invested

Capital invested by funds: $15M → $24.7M (+$9.7M)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

0.21% more ownership

Funds ownership: 1.74%1.95% (+0.21%)

4% less funds holding

Funds holding: 4543 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
13
Closed
8
Calls
$90K
Puts
$4K
Net Calls
+$86K
Net Calls Change
+$30K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$46.8K
IWC
27
Integrated Wealth Concepts
Massachusetts
$45.3K -$244 -23 -0.7%
EGM
28
Engineers Gate Manager
New York
$29.4K
Two Sigma Advisers
29
Two Sigma Advisers
New York
$26.1K -$2.44K -230 -11%
Group One Trading
30
Group One Trading
Illinois
$21.2K -$12K -1,130 -43%
Prudential Financial
31
Prudential Financial
New Jersey
$16.7K -$28.8K -2,720 -69%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$15.8K +$12K +1,135 New
Osaic Holdings
33
Osaic Holdings
Arizona
$13.9K +$847 +80 +9%
Barclays
34
Barclays
United Kingdom
$12.3K -$68.3K -6,456 -88%
HFM
35
Hartford Financial Management
Connecticut
$8.34K
Bank of America
36
Bank of America
North Carolina
$5.3K
JP Morgan Chase
37
JP Morgan Chase
New York
$3.83K +$2.58K +244 +787%
UBS Group
38
UBS Group
Switzerland
$1.52K +$1.17K +110 New
Wells Fargo
39
Wells Fargo
California
$826 +$11 +1 +2%
TRCT
40
Tower Research Capital (TRC)
New York
$417 -$6.79K -641 -96%
LFG
41
Larson Financial Group
Missouri
$111 +$85 +8 New
Toronto Dominion Bank
42
Toronto Dominion Bank
Ontario, Canada
$46
EI
43
EAM Investors
California
-$133K -13,875 Closed
Citigroup
44
Citigroup
New York
-$121K -12,666 Closed
Marshall Wace
45
Marshall Wace
United Kingdom
-$61.4K -6,391 Closed
VF
46
Virtu Financial
New York
-$22K -2,302 Closed
QC
47
Quadrature Capital
United Kingdom
-$17K -1,764 Closed
SMH
48
Sanders Morris Harris
Texas
-$10.5K -1,143 Closed
Simplex Trading
49
Simplex Trading
Illinois
-$3.26K -308 Closed
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
-$85 -8 -40%

LVO Hedge Fund Activity: Q4 2023 in Review

43 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in LiveOne (LVO) for Q4 2023, worth a combined $24.7M — up 65% from $15M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LVO and 6 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 14 added.

The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $2.91M. The largest seller was Millennium Management, cutting an estimated $554K.

  • 43 institutional investors held LiveOne (LVO) as of Q4 2023, down from 45 in Q3 2023.
  • Funds reported $24.7M of LiveOne stock for Q4 2023, up 65% quarter-over-quarter.
  • 6 funds opened new LiveOne positions in Q4 2023 and 8 closed out, a net change of -2 holders.
  • The largest LiveOne buyer in Q4 2023 was Rockefeller Capital Management, an estimated $2.91M added.
  • The largest LiveOne seller in Q4 2023 was Millennium Management, an estimated $554K sold.

Based on aggregated 13F filings for Q4 2023.