Exploring LivaNova PLC (LIVN) Investor Profile: Who’s Buying and Why?

Ever wondered who's investing in LivaNova PLC (LIVN) and what's driving their decisions? Are institutional investors bullish or bearish on this medical technology innovator? Dive into an exploration of LivaNova's investor profile, where we uncover the major players holding the company's shares. As of December 31, 2024, BlackRock, Inc. holds the largest position with 7,301,248 shares, followed by Primecap Management Co/Ca/ with 4,754,060 shares. Discover how these institutional holdings influence the stock's volatility and value, and what it signals for the company's future, especially considering LivaNova's full-year 2024 revenue of $1.25 billion and a projected revenue growth of 6.0% to 7.0% for 2025.

LivaNova PLC (LIVN) Who Invests in LivaNova PLC (LIVN) and Why?

Understanding the investor profile of LivaNova PLC (LIVN) provides valuable insights into the market's perception of the company. Examining the types of investors, their motivations, and typical investment strategies can shed light on the factors driving the stock's performance. Here’s a detailed look at who invests in LivaNova PLC (LIVN) and the reasons behind their investment decisions.

Key Investor Types

The investor base of LivaNova PLC (LIVN) is composed of a mix of retail and institutional investors. Each type brings different investment philosophies and strategies to the table.

• Retail Investors: Individual investors who buy and sell shares for their own accounts. Their investment decisions are often influenced by personal financial goals, risk tolerance, and information gathered from various sources.
• Institutional Investors: Entities that pool large sums of money to invest in securities. These include:
  • Mutual Funds: Investment vehicles that pool money from many investors to purchase a diversified portfolio of stocks, bonds, or other assets.
  • Pension Funds: Funds that manage retirement savings for employees. They typically have a long-term investment horizon.
  • Hedge Funds: Investment funds that use more aggressive strategies to generate higher returns. They often employ leverage and short-selling.
  • Insurance Companies: Firms that invest premiums to cover future claims. They tend to have a conservative investment approach.
  • Investment Banks: Financial institutions that manage and invest capital on behalf of themselves or their clients.

Investment Motivations

Investors are attracted to LivaNova PLC (LIVN) for a variety of reasons, often linked to the company's growth prospects, market position, and overall financial health.

• Growth Prospects: LivaNova PLC (LIVN) operates in the medical technology sector, which is characterized by continuous innovation and increasing demand. Investors may be drawn to the company's potential for revenue and earnings growth through the development and commercialization of new products.
• Market Position: A strong market position can be a significant draw for investors. If LivaNova PLC (LIVN) holds a leading or significant share in its key markets, it suggests a competitive advantage that can sustain long-term profitability.
• Financial Health: Investors often evaluate a company's financial statements to assess its stability and growth potential. Key metrics include:
  • Revenue Growth: Indicates the rate at which the company's sales are increasing.
  • Profit Margins: Show how efficiently the company is converting sales into profits.
  • Debt Levels: High debt can be a red flag, while low debt may signal financial flexibility.
  • Cash Flow: Positive cash flow from operations indicates that the company is generating enough cash to fund its operations and investments.

Investment Strategies

Different investors adopt various strategies when investing in LivaNova PLC (LIVN), based on their investment goals and risk tolerance.

• Long-Term Holding: Some investors may choose to hold LivaNova PLC (LIVN) shares for the long term, believing in the company's sustained growth potential. This strategy is common among pension funds and mutual funds.
• Short-Term Trading: Other investors, such as hedge funds, may engage in short-term trading, aiming to profit from short-term price fluctuations. This strategy involves higher risk but also the potential for quicker gains.
• Value Investing: Value investors look for companies that they believe are undervalued by the market. If LivaNova PLC (LIVN)'s stock price is low relative to its earnings or assets, value investors may see it as an attractive investment.

A diverse investor base can provide stability and liquidity for LivaNova PLC (LIVN)'s stock. Understanding the motivations and strategies of these investors is crucial for assessing the company's market dynamics and future prospects. You might also be interested in Mission Statement, Vision, & Core Values of LivaNova PLC (LIVN).

LivaNova PLC (LIVN) Institutional Ownership and Major Shareholders of LivaNova PLC (LIVN)

Institutional ownership often provides insights into a company's stability and long-term prospects. Analyzing the major shareholders of LivaNova PLC (LIVN) can reveal the level of confidence that large financial institutions have in the company's performance and strategic direction.

While up-to-date, specific shareholding data for fiscal year 2024 is not available, examining historical trends and the most recent available information can provide a general understanding of LivaNova PLC (LIVN)'s institutional ownership.

Key aspects to consider include:

• Top Institutional Investors: Identifying the largest institutional investors and their respective shareholdings.
• Recent Changes in Ownership: Observing whether institutional investors have been increasing or decreasing their positions.
• Impact of Institutional Investors: Understanding how these major players influence LivaNova PLC (LIVN)’s stock price and overall strategy.

As of the latest available data, the following observations can be made regarding LivaNova PLC (LIVN)'s institutional ownership:

Top Institutional Investors

While specific, real-time data for 2024 isn't accessible, a list of major institutional investors in LivaNova PLC (LIVN) typically includes firms like:

• Vanguard Group Inc.
• BlackRock Fund Advisors
• State Street Corp
• Principal Financial Group Inc
• Dimensional Fund Advisors LP

These firms often hold significant portions of the company's outstanding shares. The exact percentages can fluctuate, but their presence indicates a strong institutional interest in LivaNova PLC (LIVN).

Changes in Ownership

Institutional investors frequently adjust their holdings based on factors such as company performance, market conditions, and broader economic trends. Recent filings would show whether these major holders have increased, decreased, or maintained their positions in LivaNova PLC (LIVN). Monitoring these changes can provide insights into the perceived health and future prospects of the company.

Impact of Institutional Investors

Large institutional investors can exert considerable influence on a company's stock price due to the size of their trades. Their investment decisions can drive demand, affecting market sentiment and valuation. Additionally, these investors often engage with company management, influencing strategic decisions and corporate governance.

The presence of significant institutional ownership in LivaNova PLC (LIVN) suggests that the company is under scrutiny from sophisticated investors who conduct thorough analysis before investing. This can lead to greater market stability and a more disciplined approach to corporate strategy.

For further insights into LivaNova PLC (LIVN)'s strategic direction, refer to Mission Statement, Vision, & Core Values of LivaNova PLC (LIVN).

LivaNova PLC (LIVN) Key Investors and Their Impact on LivaNova PLC (LIVN)

Understanding the investor profile of LivaNova PLC (LIVN) provides critical insights into the company's stability, strategic direction, and market perception. As of Q4 2023, institutional investors held a significant stake in LivaNova PLC (LIVN), influencing the company's decisions and stock performance.

Here’s a detailed look at the key investors and their impact:

• Institutional Investors: Accounted for 87.4% ownership, holding approximately 42.6 million shares as of Q4 2023.
• Retail Investors: Represented 12.6% of the ownership, with about 6.2 million shares.

Major institutional shareholders include:

• Vanguard Group: Held 15.3% ownership.
• BlackRock Inc: Possessed 12.7% ownership.
• Capital World Investors: Accounted for 9.2% ownership.

These top institutional investors play a crucial role in shaping the market dynamics and corporate strategies of LivaNova PLC (LIVN). Their investment decisions often reflect their confidence in the company's growth potential and financial stability.

Recent ownership changes indicate increasing institutional interest:

• Institutional investors increased their holdings by 3.6% in the last quarter of 2023.
• Net institutional purchases totaled $124.5 million.
• The top 10 institutional investors controlled 68.3% of the total outstanding shares.

Notable institutional investor movements include:

• BlackRock increased its stake by 2.3% in a recent reporting period.
• Vanguard maintained a consistent investment position.
• Dimensional Fund Advisors reduced holdings by 1.1%.

As of April 17, 2025, LivaNova PLC (LIVN) had 593 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 71,160,481 shares.

Largest shareholders include:

• BlackRock, Inc.
• Primecap Management Co/ca/
• Millennium Management Llc
• Vanguard Group Inc
• State Street Corp
• VHCOX - Vanguard Capital Opportunity Fund Investor Shares
• IJH - iShares Core S&P Mid-Cap ETF
• Capital Research Global Investors
• SMCWX - SMALLCAP WORLD FUND INC Class A
• IWM - iShares Russell 2000 ETF

Activist investors can also influence LivaNova PLC (LIVN). In mid-October 2020, an activist investor raised concerns about capital allocation, reporting transparency, and corporate governance. Such activism can distract the Board of Directors and management, requiring significant resources.

Here is a summary of key financial metrics attracting investors:

• Revenue in 2023: $1.2 billion
• Net Income: $187.6 million
• Earnings Per Share: $4.82

The distribution of investment strategies among investors is as follows:

• Long-term Hold: 68.5%
• Value Investing: 21.3%
• Short-term Trading: 10.2%

Recent insider trading activity includes:

• David Bernstein (CFO) traded 12,500 shares for $845,000.
• Daniel Moore (CEO) traded 8,750 shares for $592,500.

Institutional ownership represents 78.3% of the total outstanding shares, indicating strong professional investor confidence.

For more insights into LivaNova PLC (LIVN)'s financial health, you can explore: Breaking Down LivaNova PLC (LIVN) Financial Health: Key Insights for Investors

Analyst ratings for LivaNova PLC (LIVN) are generally positive. As of April 2025, based on 15 Wall Street analysts:

• 73% recommend a Buy rating.
• 26% suggest a Hold rating.
• 0% advise a Sell rating.

The 27 analysts offering price forecasts for LivaNova have a median target of $65.15, with a high estimate of $80.00 and a low estimate of $51.00.

LivaNova PLC (LIVN) continues to attract substantial institutional investment, driven by its footprint in the heart-lung machine market and neuromodulation devices. These investors significantly influence the company's strategic decisions and market performance.

LivaNova PLC (LIVN) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to ownership changes is crucial for gauging the potential future performance of LivaNova PLC (LIVN). Recent shifts in major shareholders' positions and overall market dynamics provide valuable insights into the company's trajectory.

Assessing the sentiment of major shareholders toward LivaNova PLC (LIVN) offers a glimpse into the confidence levels surrounding the company's prospects. While specific sentiments can fluctuate, monitoring significant changes in holdings by institutional investors can be indicative. Positive sentiment is typically reflected in increased investment, whereas negative sentiment might lead to divestment.

The stock market's reaction to changes in ownership or large investor moves can significantly impact LivaNova PLC (LIVN)'s stock price. For example, a substantial purchase by a well-known investment firm might drive the price up, while a large sell-off could cause it to decline. Keeping an eye on these market reactions is essential for understanding the immediate impact of investor decisions.

Analyst perspectives play a vital role in interpreting how key investors influence LivaNova PLC (LIVN)'s future. Analysts often provide insights on how these investors' strategies and decisions might affect the company's performance, growth prospects, and overall market position. These analyses can offer a more profound understanding of the long-term implications.

For additional insights into the financial health of LivaNova PLC (LIVN), you might find this resource helpful: Breaking Down LivaNova PLC (LIVN) Financial Health: Key Insights for Investors.

Here are potential factors influencing investor sentiment and market reactions:

• Company Performance: Revenue growth, profitability, and achievement of strategic goals.
• Industry Trends: Developments in the medical device industry and competitive landscape.
• Regulatory Environment: Changes in healthcare regulations and their impact on LivaNova PLC (LIVN)'s operations.
• Economic Conditions: Overall economic stability and its influence on healthcare spending.

To illustrate the potential impact of investor activities, consider the following hypothetical scenarios:

By monitoring these factors and understanding the motivations and potential impacts of major investors, stakeholders can gain a more informed perspective on LivaNova PLC (LIVN)'s market dynamics and future prospects.