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LivePerson

245 hedge funds and large institutions have $3.61B invested in LivePerson in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 18

65% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $17.7M

35% more capital invested

Capital invested by funds: $2.68B → $3.61B (+$927M)

18% more funds holding

Funds holding: 208245 (+37)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0.49% more ownership

Funds ownership: 6.51%7% (+0.49%)

6% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 84

Holders
245
Holders Change
+37
Holders Change %
+17.79%
% of All Funds
4.94%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
56
Increased
79
Reduced
84
Closed
18
Calls
$29.3M
Puts
$17.7M
Net Calls
+$11.6M
Net Calls Change
+$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
226
Freestone Capital Holdings
Washington
$31.2K +$30K +40 New
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$28K +$4.5K +6 +21%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$22K
FDCDDQ
229
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.1K
CFA
230
Carroll Financial Associates
North Carolina
$11K
FHA
231
Flagship Harbor Advisors
Massachusetts
$10K
QCG
232
Quadrant Capital Group
Ohio
$9K -$751 -1 -8%
FHA
233
First Horizon Advisors
Tennessee
$8K -$2.25K -3 -23%
Millennium Management
234
Millennium Management
New York
$7.31K +$1.36M +1,816 +24%
TFO
235
Tarbox Family Office
California
$6K
TWA
236
TCI Wealth Advisors
Arizona
$6K
PFBT
237
Parkside Financial Bank & Trust
Missouri
$5K
SPIA
238
Steward Partners Investment Advisory
New York
$5K +$5.25K +7 New
HMS
239
Hanseatic Management Services
New Mexico
$4K +$3.75K +5 New
NFSG
240
Newbridge Financial Services Group
Florida
$4K +$3.75K +5 New
FP
241
Financial Perspectives
Minnesota
$3.86K
MIM
242
Macroview Investment Management
Maryland
$3K -$1.5K -2 -40%
BWM
243
BNC Wealth Management
Oregon
$3K +$3K +4 New
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.25K +3 New
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$1K +$1.5K +2 New
BC
246
Beaconlight Capital
New York
-$8.88M -14,291 Closed
MFG
247
Magnus Financial Group
New York
-$568K -913 Closed
Capital Fund Management (CFM)
248
Capital Fund Management (CFM)
France
-$518K -833 Closed
TCM
249
Teza Capital Management
Illinois
-$483K -777 Closed
Simplex Trading
250
Simplex Trading
Illinois
-$416K -554 Closed

LPSN Hedge Fund Activity: Q3 2020 in Review

245 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q3 2020, worth a combined $3.61B — up 35% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new LPSN positions and 18 closed out — a net gain of 38 holders — while 79 added to existing stakes and 84 trimmed.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $57.8M. The largest seller was RGM Capital, cutting an estimated $66.2M.

  • 245 institutional investors held LivePerson (LPSN) as of Q3 2020, up from 208 in Q2 2020.
  • Funds reported $3.61B of LivePerson stock for Q3 2020, up 35% quarter-over-quarter.
  • 56 funds opened new LivePerson positions in Q3 2020 and 18 closed out, a net change of +38 holders.
  • The largest LivePerson buyer in Q3 2020 was Baillie Gifford & Co, an estimated $57.8M added.
  • The largest LivePerson seller in Q3 2020 was RGM Capital, an estimated $66.2M sold.

Based on aggregated 13F filings for Q3 2020.