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LivePerson
LPSN

Overview Fund Activity

246 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, 85 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+36
Holders Change %
+17.14%
% of All Funds
4.98%
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
85
Closed
19
Calls
$29.3M
Puts
$17.7M
Net Calls
+$11.6M
Net Calls Change
+$8.29M

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$60.1M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$52M
3
NAMA
3
Nikko Asset Management Americas
New York
$40.9M
4
RG
4
Rathbones Group
United Kingdom
$40.7M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$40.5M

Top Sellers

1
RC
1
RGM Capital
Florida
$21.7M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$65.8M
3
JCAM
3
Jericho Capital Asset Management
New York
$32.9M
4
GIM
4
Granahan Investment Management
Massachusetts
$143M
5
Man Group
5
Man Group
United Kingdom
$3.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$28K +$4.36K +81 +18%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
FDCDDQ
228
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.1K – – –
CFA
229
Carroll Financial Associates
North Carolina
$11K – – –
FHA
230
Flagship Harbor Advisors
Massachusetts
$10K – – –
QCG
231
Quadrant Capital Group
Ohio
$9K -$647 -12 -7%
FHA
232
First Horizon Advisors
Tennessee
$8K -$2.29K -44 -22%
Millennium Management
233
Millennium Management
New York
$7.31K +$1.42K +27,240 +24%
TFO
234
Tarbox Family Office
California
$6K -$466 -9 -7%
TWA
235
TCI Wealth Advisors
Arizona
$6K – – –
PFBT
236
Parkside Financial Bank & Trust
Missouri
$5K – – –
SPIA
237
Steward Partners Investment Advisory
New York
$5K +$5K +100 New
NFSG
238
Newbridge Financial Services Group
Florida
$4K +$4K +70 New
HMS
239
Hanseatic Management Services
New Mexico
$4K +$4K +73 New
FP
240
Financial Perspectives
Minnesota
$3.86K – – –
MIM
241
Macroview Investment Management
Maryland
$3K -$1.18K -20 -28%
BWM
242
BNC Wealth Management
Oregon
$3K +$3K +54 New
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +40 New
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$1K +$1K +25 New
BC
245
Beaconlight Capital
New York
– -$8.88M -214,366 Closed
MFG
246
Magnus Financial Group
New York
– -$568K -13,701 Closed
Capital Fund Management (CFM)
247
Capital Fund Management (CFM)
France
– -$518K -12,497 Closed
TCM
248
Teza Capital Management
Illinois
– -$483K -11,656 Closed
Simplex Trading
249
Simplex Trading
Illinois
– -$344K -8,308 Closed
HIIFS
250
Harel Insurance Investments & Financial Services
Israel
– -$334K -8,050 Closed
7 8 9
10
11