LiveRamp
RAMP
209 hedge funds and large institutions have $2.77B invested in LiveRamp in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 59 increasing their positions, 80 reducing their positions, and 22 closing their positions.
510% more call options, than puts
Call options by funds: $19.3M | Put options by funds: $3.17M
105% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 22
26% more capital invested
Capital invested by funds: $2.21B → $2.77B (+$569M)
12% more funds holding
Funds holding: 187 → 209 (+22)
0.04% more ownership
Funds ownership: 99.45% → 99.49% (+0.04%)
26% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 80
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$50.9M |
| 2 |
EMG
ETF Managers Group
Summit,
New Jersey
|
+$34.1M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$23.3M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$16.7M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$36M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$29.4M |
| 3 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$27.7M |
| 4 |
RC
RGM Capital
Naples,
Florida
|
-$26M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$22.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBHC
226
Brown Brothers Harriman & Co
New York
| – | -$7K | -223 | Closed |
|
|
OSAM
227
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$3K | -103 | Closed |
|
228
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -23 | Closed |
|
|
BCA
229
Berman Capital Advisors
Atlanta,
Georgia
| – | +$906 | +23 | New |
|
RAMP Hedge Fund Activity: Q2 2020 in Review
209 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in LiveRamp (RAMP) for Q2 2020, worth a combined $2.77B — up 26% from $2.21B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new RAMP positions and 22 closed out — a net gain of 23 holders — while 59 added to existing stakes and 80 trimmed.
The largest buyer was Jackson Square Partners, adding an estimated $50.9M. The largest seller was Victory Capital Management, cutting an estimated $36M.
- 209 institutional investors held LiveRamp (RAMP) as of Q2 2020, up from 187 in Q1 2020.
- Funds reported $2.77B of LiveRamp stock for Q2 2020, up 26% quarter-over-quarter.
- 45 funds opened new LiveRamp positions in Q2 2020 and 22 closed out, a net change of +23 holders.
- The largest LiveRamp buyer in Q2 2020 was Jackson Square Partners, an estimated $50.9M added.
- The largest LiveRamp seller in Q2 2020 was Victory Capital Management, an estimated $36M sold.
Based on aggregated 13F filings for Q2 2020.