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LivePerson

268 hedge funds and large institutions have $3.65B invested in LivePerson in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 109 increasing their positions, 96 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $24.4M | Put options by funds: $10.2M

14% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 96

0.27% less ownership

Funds ownership: 7.07%6.8% (-0.27%)

4% less funds holding

Funds holding: 279268 (-11)

17% less capital invested

Capital invested by funds: $4.41B → $3.65B (-$765M)

20% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 44

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
268
Holders Change
-11
Holders Change %
-3.94%
% of All Funds
4.71%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.11%
New
35
Increased
109
Reduced
96
Closed
44
Calls
$24.4M
Puts
$10.2M
Net Calls
+$14.2M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SIGI
226
Susquehanna International Group (Ireland)
Ireland
$211K -$61.1K -66 -20%
CL
227
CPWM LLC
Washington
$206K +$241K +260 New
FCH
228
Freestone Capital Holdings
Washington
$205K +$203K +219 +548%
QT
229
Quantbot Technologies
New York
$204K +$239K +258 New
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$178K +$6.48K +7 +3%
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$162K +$190K +205 New
SO
232
STRS Ohio
Ohio
$131K -$135K -146 -47%
FPA
233
First Pacific Advisors
California
$118K
KBC Group
234
KBC Group
Belgium
$118K +$139K +150 New
Macquarie Group
235
Macquarie Group
Australia
$98K -$30.6K -33 -21%
PVH
236
Psagot Value Holdings
Israel
$84K
FP
237
Financial Perspectives
Minnesota
$74K +$237K +256 +5,120%
NFG
238
Next Financial Group
Texas
$66K -$27.8K -30 -27%
PHK
239
Point72 Hong Kong
Hong Kong
$63K +$74.1K +80 New
SWA
240
Sutton Wealth Advisors
Florida
$49.6K
AIC
241
Archer Investment Corporation
Indiana
$48.4K +$18.5K +20 +49%
SFS
242
Sowell Financial Services
Arkansas
$38K -$27.8K -30 -38%
CG
243
Cutler Group
California
$26K +$25K +27 +386%
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$24K -$6.48K -7 -18%
EVM
245
Eaton Vance Management
Massachusetts
$24K +$28.7K +31 New
SPIA
246
Steward Partners Investment Advisory
New York
$22.5K +$13.9K +15 +115%
AAM
247
Advisors Asset Management
Colorado
$22K -$50K -54 -67%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$22K
GAM
249
Grandview Asset Management
Pennsylvania
$16K +$18.5K +20 New
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.3K

LPSN Hedge Fund Activity: Q1 2021 in Review

268 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q1 2021, worth a combined $3.65B — down 17% from $4.41B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of LPSN and 35 opened new positions — a net loss of 9 holders — while 96 trimmed existing stakes and 109 added.

The largest buyer was BlackRock, adding an estimated $36.1M. The largest seller was Fidelity Investments, cutting an estimated $180M.

  • 268 institutional investors held LivePerson (LPSN) as of Q1 2021, down from 279 in Q4 2020.
  • Funds reported $3.65B of LivePerson stock for Q1 2021, down 17% quarter-over-quarter.
  • 35 funds opened new LivePerson positions in Q1 2021 and 44 closed out, a net change of -9 holders.
  • The largest LivePerson buyer in Q1 2021 was BlackRock, an estimated $36.1M added.
  • The largest LivePerson seller in Q1 2021 was Fidelity Investments, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2021.