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29 hedge funds and large institutions have $35.9M invested in LiveOne in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.11% less ownership

Funds ownership: 1.88%1.76% (-0.11%)

17% less funds holding

Funds holding: 3529 (-6)

34% less capital invested

Capital invested by funds: $54.6M → $35.9M (-$18.7M)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
29
Holders Change
-6
Holders Change %
-17.14%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
12
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$15.8M
RCP
2
Rho Capital Partners
New York
$14.1M
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.55M -$46.4K -953 -1%
BlackRock
4
BlackRock
New York
$1.42M -$894K -18,353 -34%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$593K +$9.06K +186 +1%
State Street
6
State Street
Massachusetts
$427K +$18.1K +371 +4%
Northern Trust
7
Northern Trust
Illinois
$269K +$19.3K +396 +6%
Deutsche Bank
8
Deutsche Bank
Germany
$143K +$132K +2,702 +284%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$99K +$31.1K +639 +34%
Renaissance Technologies
10
Renaissance Technologies
New York
$99K +$123K +2,530 New
TA
11
Teachers Advisors
New York
$96K -$134K -2,758 -53%
Morgan Stanley
12
Morgan Stanley
New York
$74K +$41.7K +855 +83%
TCIM
13
TIAA CREF Investment Management
New York
$55K -$227K -4,650 -77%
California State Teachers Retirement System (CalSTRS)
14
California State Teachers Retirement System (CalSTRS)
California
$29K
TRCT
15
Tower Research Capital (TRC)
New York
$28K +$34.4K +705 New
SO
16
STRS Ohio
Ohio
$25K -$7.55K -155 -19%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$21K
Barclays
18
Barclays
United Kingdom
$16K +$7.12K +146 +55%
Bank of America
19
Bank of America
North Carolina
$15K +$2K +41 +13%
AIG
20
American International Group
New York
$12K +$292 +6 +2%
UBS Group
21
UBS Group
Switzerland
$5K -$3.41K -70 -37%
Citigroup
22
Citigroup
New York
$5K +$6.43K +132 New
JP Morgan Chase
23
JP Morgan Chase
New York
$4K +$682 +14 +14%
MAM
24
Meeder Asset Management
Ohio
$4K +$2.83K +58 +157%
Wells Fargo
25
Wells Fargo
California
$3K -$25.5K -524 -86%

LVO Hedge Fund Activity: Q3 2018 in Review

29 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in LiveOne (LVO) for Q3 2018, worth a combined $35.9M — down 34% from $54.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of LVO and 3 opened new positions — a net loss of 6 holders — while 8 trimmed existing stakes and 12 added.

The largest buyer was Deutsche Bank, adding an estimated $132K. The largest seller was BlackRock, cutting an estimated $894K.

  • 29 institutional investors held LiveOne (LVO) as of Q3 2018, down from 35 in Q2 2018.
  • Funds reported $35.9M of LiveOne stock for Q3 2018, down 34% quarter-over-quarter.
  • 3 funds opened new LiveOne positions in Q3 2018 and 9 closed out, a net change of -6 holders.
  • The largest LiveOne buyer in Q3 2018 was Deutsche Bank, an estimated $132K added.
  • The largest LiveOne seller in Q3 2018 was BlackRock, an estimated $894K sold.

Based on aggregated 13F filings for Q3 2018.